Back to Individuals and Families Insights 3 Things to Ask Yourself Before Joining a Board Robert C. Smith January 28, 2022
Meet The Author Robert C. Smith Partner & Practice Leader Bob is a Partner and Practice Leader in the Cleveland office and the firm’s Ohio Market Leader. He is a member of the firm’s National... Learn More
Economic and Market Outlooks Video: February 2026 Economic and Market Outlook February 3, 2026 - With January in the rearview mirror, Partner and Chief Markets Strategist Jim Lebenthal weighs the influence of positive market and economic forces, such as stimulus…
Individuals and Families How to Invest Your Bonus Wisely January 22, 2026 - Annual bonus season is probably the best time for investors to assess their progress toward financial plan goals and reassess the overall investment objectives and…
Individuals and Families Cerity Partners Completes SOC 2 Cybersecurity Audit January 26, 2026 - Cerity Partners has successfully demonstrated our adherence to the highest industry standards for data security, confidentiality, and operational excellence after completing a SOC 2 Type…