By shining a light on issues related to financial well-being, we seek to play a part in shaping your financial future.

Ben Pace
Partner and Chief Investment Officer

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March 15, 2019

Benefits of Private Trust Companies Commentary

Increasingly, American and international families are creating private trust companies to manage their family trusts. Chief Planning Officer Paul McGloin explains the appeal in his latest commentary.

Increasingly, American and international families are creating private trust companies to manage their family trusts. Chief Planning Officer Paul McGloin explains the appeal in his latest commentary.

March 1, 2019

March 2019 Economic Outlook

The market’s recovery from last year’s sharp decline has been surprisingly swift, pointing to a U.S. economy still growing at a healthy rate with little inflationary pressure.

The market’s recovery from last year’s sharp decline has been surprisingly swift, pointing to a U.S. economy still growing at a healthy rate with little inflationary pressure.

February 11, 2019

Family Charters: A Guiding Light for Managing Family Businesses and Other Property

Jointly-owned family property, like a business or vacation home, can create family tension. To keep the peace, Partner Pierre duPont suggests creating a family charter.

Jointly-owned family property, like a business or vacation home, can create family tension. To keep the peace, Partner Pierre duPont suggests creating a family charter.

January 31, 2019

February 2019 Economic Outlook

Global growth is slowing; how much it slows may depend in part on China’s expansionary policies & capital spending in the U.S. Get more economic and investment insights in our February outlook.

Global growth is slowing; how much it slows may depend in part on China’s expansionary policies & capital spending in the U.S. Get more economic and investment insights in our February outlook.

January 28, 2019

2019 Investment Outlook

Attached is the 2019 Outlook and a look back at 2018.

Attached is the 2019 Outlook and a look back at 2018.

January 17, 2019

2019 Economic & Market Outlook Conference Call

What’s in store for 2019? Our CIO, Ben Pace shares his insights about the probability of a recession, future interest rate hikes, trade tensions and global growth.

What’s in store for 2019? Our CIO, Ben Pace shares his insights about the probability of a recession, future interest rate hikes, trade tensions and global growth.

January 3, 2019

Fourth Quarter Market Commentary

Few markets were spared from the corrective declines of the fourth quarter as the slowdown in global growth heightened concerns about impending recessions in a number of economies around the world.

Few markets were spared from the corrective declines of the fourth quarter as the slowdown in global growth heightened concerns about impending recessions in a number of economies around the world.

December 20, 2018

Markets Delivering a Message

Most equity markets in the developed countries have experienced sharp selloffs this week although the focus has been primarily on the US. US equities are now 16% below the late September highs.

Most equity markets in the developed countries have experienced sharp selloffs this week although the focus has been primarily on the US. US equities are now 16% below the late September highs.

December 5, 2018

Populism Arrives in Mexico

President-Elect Andres Manuel Lopez Obrador, and his brand of populism, have already begun to have a major impact on the Mexican economy. Investors in this market should proceed with caution.

President-Elect Andres Manuel Lopez Obrador, and his brand of populism, have already begun to have a major impact on the Mexican economy. Investors in this market should proceed with caution.

December 4, 2018

December 2018 Market Commentary

U.S. equity markets fell over 3% on December 4 amid concerns the Fed may have already gone too far in tightening monetary policy and growing doubts about the recent trade talks between the U.S. and China. Learn more about what’s…

U.S. equity markets fell over 3% on December 4 amid concerns the Fed may have already gone too far in tightening monetary policy and growing doubts about the recent trade talks between the U.S. and China. Learn more about what’s driving market activity and Cerity Partners’ perspective.

December 4, 2018

Tax planning tips for $5,000 noncash charitable contributions

Unique tax-reporting rules apply when you make noncash charitable contributions of $5,000 or more. Here are some tips to help you avoid the most common mistakes.

Unique tax-reporting rules apply when you make noncash charitable contributions of $5,000 or more. Here are some tips to help you avoid the most common mistakes.

December 3, 2018

December 2018 Economic Outlook

Healthy consumer and business balance sheets should keep U.S. GDP at approximately 2.7% in 2019. Read our December Outlook for additional insights about U.S. and global markets.

Healthy consumer and business balance sheets should keep U.S. GDP at approximately 2.7% in 2019. Read our December Outlook for additional insights about U.S. and global markets.

December 3, 2018

Raising Children into Wealth

Family wealth can diminish children’s hunger to live productive lives. But it doesn’t have to. Pierre duPont, a Client Advisor in Cerity Partners’ NY office, shares ways parents can instill a healthy perspective about money, work and society.

Family wealth can diminish children’s hunger to live productive lives. But it doesn’t have to. Pierre duPont, a Client Advisor in Cerity Partners’ NY office, shares ways parents can instill a healthy perspective about money, work and society.

November 30, 2018

The Case for International Investing

Many people believe U.S. stocks always beat international stocks. But history shows the U.S. has outperformed the rest of the developed world only 56% of the time. That’s why well-diversified portfolios include global exposure.

Many people believe U.S. stocks always beat international stocks. But history shows the U.S. has outperformed the rest of the developed world only 56% of the time. That’s why well-diversified portfolios include global exposure.

November 16, 2018

Opportunity Zones Program

Charitable gifts are not the only way to help people in need while potentially reducing your tax liability. For certain individuals, the Opportunity Zones Program, begun earlier this year, may be an effective tax strategy.

Charitable gifts are not the only way to help people in need while potentially reducing your tax liability. For certain individuals, the Opportunity Zones Program, begun earlier this year, may be an effective tax strategy.

November 8, 2018

Perpetual Education Trusts

A Perpetual Education Trust is a way to influence the lives of distant descendants by providing them with a quality education.

A Perpetual Education Trust is a way to influence the lives of distant descendants by providing them with a quality education.

November 1, 2018

November 2018 Economic Outlook

The U.S. economy continues to grow at a healthy rate while European economic growth has slowed to its lowest level in four years. Read our November Outlook for additional insights about U.S. and global markets.

The U.S. economy continues to grow at a healthy rate while European economic growth has slowed to its lowest level in four years. Read our November Outlook for additional insights about U.S. and global markets.

October 31, 2018

The Importance of Staying Invested Throughout Market Cycles

The recent market selloff has many investors wondering if they should move their portfolios to the sidelines until things settle down. However, pulling your money out, even temporarily, could negatively impact your financial well-being in the long run.

The recent market selloff has many investors wondering if they should move their portfolios to the sidelines until things settle down. However, pulling your money out, even temporarily, could negatively impact your financial well-being in the long run.

October 19, 2018

2018 Midterm Elections: How Will Markets Respond?

The U.S. midterms elections are right around the corner. While the markets seem to expect split legislature, there are two other possible outcomes investors should prepare for.

The U.S. midterms elections are right around the corner. While the markets seem to expect split legislature, there are two other possible outcomes investors should prepare for.

October 12, 2018

Making Sense of October's Market Downturn

The markets declined sharply on October 10 and 11, the first significant pullback since February of this year. What's behind this downturn? We believe it's a combination of many factors.

The markets declined sharply on October 10 and 11, the first significant pullback since February of this year. What's behind this downturn? We believe it's a combination of many factors.

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