Cerity Partners Insights

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

Ben Pace

Partner & Chief Investment Officer

Economic & Market Update

June 2023 Economic & Market Outlook

June 2, 2023   -   The global economy continues to show signs of strength amidst uncertainties, with the U.S. witnessing strong job and wage growth, despite concerns of short-term rates and banking turmoil. The GDP growth is projected to be around 1%-2% for the second quarter. There are rising concerns around inflation and the tightening of monetary policies, both in the U.S. and Europe. The Chinese economy's recovery is reportedly slower than anticipated, leading to expectations of further support from the People's Bank of China.

Paul Chmielewski

Partner

Estate Planning

Having Your Cake and Eating It Too!

May 23, 2023   -   Discover the intricacies of carried interest transfers in estate planning with our in-depth guide, "Having Your Cake and Eating It Too!" Learn about the IRS Section 2701, vertical slice safe harbor rule, and their impact on gift tax and wealth management.

Christian Thwaites

Partner

Economic & Market Update

The Kraken Wakes, or Japan Revisited

May 20, 2023   -   Insights from Christian Thwaites' investment analysis: A retrospective of the past week and a forecast of the coming days.

Christian Thwaites

Partner

Economic & Market Update

Claudia Sahm’s Recession Watch

May 12, 2023   -   Insights from Christian Thwaites' investment analysis: A retrospective of the past week and a forecast of the coming days.

Sawyer Rothmann

Senior Associate

Economic & Market Update

Part V: What Will the Fed Do Next?

May 12, 2023 —

In this installment of What Will the Fed Do Next Senior Associate Sawyer Rothmann summarizes key takeaways from the most recent FOMC meeting.

Christian Thwaites

Partner

Economic & Market Update

The Dominant Dollar

May 5, 2023 —

Insights from Christian Thwaites’ investment analysis: A retrospective of the past week and a forecast of the coming days.

Ben Pace

Partner & Chief Investment Officer

Economic & Market Update

May 2023 Economic & Market Outlook

May 2, 2023 —

The U.S. economy is slowing yet expanding, with inflation rates decreasing and housing recession stabilizing. Lower energy prices and China’s growth help delay a European recession. Central banks are adjusting rates, while equity markets advance. Investors should be cautious of further tightening and consider cash as a near-term alternative to bonds.

Christian Thwaites

Partner

Economic & Market Update

Debt Ceiling Takes a Turn

April 21, 2023 —

The Days Ahead: This week Cobalt Blues In the 14th and 15th centuries, Ming dynasty ceramicists invented cobalt blue. It was known for its rich and enduring color and much prized by collectors, especially as there were severe export restrictions on Chinese porcelain. Before cobalt blue came along, blue paint came from lapis lazuli, which […]

Paul Chmielewski

Partner

Estate Planning

Navigating the Unavoidable: A Comprehensive Guide to Preparing for Your Final Farewell

April 20, 2023 —

Discover the ins and outs of preplanning your funeral to ease the burden on your loved ones, save money, and ensure your wishes are fulfilled.

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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.