Economic and Market Outlooks Weekly Investment Perspectives January 21, 2025 - In the wake of Donald Trump’s re-election, small businesses are growing increasingly optimistic about the future and are reacting by ramping up plans for hiring and capital spending.
Individuals and Families High Earners and Social Security: Your Updated Strategy for Maximizing Benefits Jenny Huelsman | January 21, 2025
Individuals and Families California Wildfires: Practical Advice for Those Facing the Unthinkable | January 13, 2025
Economic and Market Outlooks 2025 Economic and Market Outlook Ben Pace Joseph Matus | January 7, 2025
Individuals and Families Optimize Your Financial Health in the New Year January 6, 2025 - 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.
Estate Planning Special Needs Trusts: The Fundamentals December 5, 2024 - Special needs trusts (SNTs) help families provide for loved ones with disabilities while safeguarding eligibility for critical government benefits.
Economic and Market Outlooks December 2024 Economic & Market Outlook December 4, 2024 - Our December 2024 Economic & Market Outlook analyzes the market implications of Trump’s re-election, including his policy agenda and cabinet appointments. We explore inflation trends, labor market conditions, and equity market performance as the U.S. economy shows continued resilience heading into 2025.
Estate Planning Why State Taxes Matter in Estate Planning November 11, 2024 — On January 1, 2026, the federal estate tax exemption amount is scheduled to automatically decrease from $13.99 million per person (in 2025) to approximately $7 million per person in 2026.
Economic & Market Update November 2024 Economic & Market Outlook November 8, 2024 — Explore the November 2024 Economic & Market Outlook, where we examine inflation trends, labor market conditions, and global economic growth. With attention to recent policy shifts, market rotations, and potential implications of the U.S. election results, this outlook offers valuable insights to help investors consider year-end market developments and prepare for 2025.
Economic & Market Update 2024 Election: Initial Market Reactions November 6, 2024 — Examine the market’s response to the 2024 election results. Cerity Partners discusses the potential impacts of new government policies on investments and the broader economy.
Corporations Top 7 Tips for an Effective Open Enrollment Season October 17, 2024 — Open Enrollment is a crucial time for employees to make informed decisions about their benefits. These top 7 tips will help HR teams enhance employee satisfaction, simplify complex benefits, and provide ongoing financial education.
Family Office Family Charters: A Guiding Light for Managing Family Businesses and Other Property October 11, 2024 — 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.
Estate Planning 2024 Gift, Estate, and GST Tax ChangesPartner Paul Chmielewski highlights the gift, estate and GST tax changes for 2024.
Individuals and Families 5 Things to Do in a Down MarketVolatile markets can shake the confidence of even the most committed long-term investors. Starting with a comprehensive financial plan, understanding just how much risk you…
Estate Planning A Guide to Charitable Gifting OptionsDiscover the power of purposeful giving with our guide on current charitable gifting options. Explore Private Foundations, Charitable Remainder Trusts, and Donor Advised Funds to…
