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.

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.

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.

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.

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

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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

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 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 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 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.