blog lander hero background image

Cerity Partners Insights

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

Economic & Market Update

May 2024 Economic & Market Outlook

May 3, 2024 —

Stay ahead of the curve and gain valuable insights to inform your investment strategy in our May 2024 Economic & Market Outlook. From the nuances of the U.S. economic slowdown to the resurgence in European markets, we unpack the monetary policy shifts, bond market fluctuations, and equity market trends impacting investors’ decisions.

Paul Chmielewski

Partner

Estate Planning

Trusts as IRA Beneficiaries

April 16, 2024 —

This article examines the critical considerations for selecting a trust as an IRA beneficiary post-Secure Act, including the types of trusts that qualify and the impact on estate planning.

Kim Curtis

Partner

Retirement Planning

How to Become a Snowbird in Retirement – 7 Tips to Help You Prepare

April 10, 2024 —

Transitioning into a snowbird lifestyle during retirement requires planning and readiness. Explore invaluable tips to help you prepare.

Paul Chmielewski

Partner

Estate Planning

The Sunset is Not Worth Waiting For

April 5, 2024 —

Estate Tax Planning Strategies in 2024: Learn about strategies to navigate estate taxes before changes take effect in 2026. Options include Spousal Lifetime Access Trusts (SLATs), Dynasty Trusts, Annual Gifting, Grantor Retained Annuity Trusts (GRATs), Sale to an Intentionally Defective Grantor Trusts (IDGTs), Charitable Remainder Trusts (CRTs), and Qualified Personal Residence Trusts (QPRTs).

Economic & Market Update

First Quarter 2024 Review & Forecast

April 4, 2024 —

Reflecting on the first quarter of 2024 reveals a landscape of economic resilience, characterized by modest growth, ongoing inflation challenges, and anticipation of future rate cuts. Explore insights and projections in our First Quarter 2024 Review & Forecast.