Cerity Partners Insights

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

Ben Pace, Tom Cohn and James Lebenthal

Economic & Market Update

December 2022 Economic & Market Outlook

December 6, 2022   -   Despite the persistency of inflation and the magnitude of rate increases in 2022, the economy has generally remained resilient, buoyed by the inherent strength of the U.S. consumer and a strong labor market.

Paul Chmielewski

Partner

Estate Planning

Sell Your Business and Create a Family Legacy

November 15, 2022   -   The sale of a business often represents the largest financial event in the business owner’s life. Partner Paul Chmielewski discusses the important pre- and post-sale steps a business owner should consider.

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.

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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.