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Cerity Partners Insights

Timely investment outlooks, best practices, and actionable planning strategies to inform and guide your decision making.

Jason Waters

Partner & Market Leader

Financial Planning

Optimize Your Financial Health in 2024

December 13, 2023 —

Step into 2024 with confidence in your financial future. Optimize Your Financial Health in 2024, offers insights for comprehensive financial planning. Covering everything from tax strategies to investment reviews, we provide actionable steps to align your financial goals with personal aspirations, helping to ensure a prosperous year ahead.

Ben Pace, James Lebenthal and Christian Thwaites

Economic & Market Update

December 2023 Economic & Market Outlook

December 5, 2023 —

Slower growth and lower inflation have brought an end to the global monetary tightening cycle. With interest rates now at normalized levels, fixed income securities are more competitive with an equity market that will be seeking greater earnings growth through productivity enhancements.

Paul Chmielewski

Partner

Estate Planning

2024 Gift, Estate, and GST Tax Changes

December 4, 2023 —

Partner Paul Chmielewski highlights the gift, estate and GST tax changes for 2024.

Ayisha Tahir

Principal

Financial Planning

Harnessing the Power of Health Savings Accounts

November 29, 2023 —

HSAs offer more than a way to manage healthcare costs; they are a vital wealth-building tool that utilizes tax advantages and growth opportunities to bolster financial security.

Paul Chmielewski

Partner

Estate Planning

Not Worried About Federal Estate Taxes? Ten Reasons You Still Need an Estate Plan

November 20, 2023 —

Estate planning is crucial for all adults, not just those with taxable estates. From addressing income tax considerations to managing digital assets, estate planning ensures your assets are efficiently distributed and your legacy is preserved. Explore ten essential reasons why an estate plan is necessary, regardless of your wealth level.

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