Cerity Partners Insights

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

Paul Chmielewski

Partner

Estate Planning

What Does Discretion Mean to a Trustee?

December 2, 2022   -   Partner Paul Chmielewski discusses common discretionary distribution standards to help mitigate trustee confusion on the topic.

Michael Syer

Principal

Tax Strategies

Qualified Small Business Stock: A Powerful Tax Planning Opportunity

November 9, 2022   -   Qualified Small Business Stock is one of the most powerful, but often overlooked, tax planning opportunities. Principal Michael Syer summarizes the requirements and benefits of this tax exemption.

Sawyer Rothmann

Associate

Economic & Market Update

What Will the Fed Do Next?

November 6, 2022   -   What will the Fed do? This is the question that every Financial Advisor has found themselves asking more frequently this past year.

Paul Chmielewski

Partner

Estate Planning

IRA Distributions Under the Secure Act

November 4, 2022   -   Partner Paul Chmielewski provides a summary of the rules and new proposed regulations to the law governing IRAs and retirement plans distributions under the Secure Act.

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Ben Pace

Partner & Chief Investment Officer

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Curious about learning more? Let’s talk.

Tell us about yourself and your current financial situation without cost or obligation. Receive an introduction to a wealth management colleague, have a personal conversation, and get your questions answered.

By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.