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By Audience Insights

Ralph Coutant

Senior Principal

By Audience

Diversification Strategies for AI Concentration Across Asset Classes

October 8, 2026 - AI-linked companies now represent roughly half of S&P 500 market capitalization. And the concentration doesn’t stop at the technology sector.

Ralph Coutant, Senior Principal

Ben Pace and Joseph Matus

By Audience

Third Quarter 2026 Review and Fourth Quarter 2026 Economic and Market Outlook

October 7, 2026 - Looking into Q4 and beyond, AI-related capital investment and fiscal support should help sustain global growth, while stubborn inflation, tighter monetary policy, and elevated rates…

Ben Pace and Joseph Matus

Kyle Adams

Partner

By Audience

How OCIOs Support Nonprofits Beyond the Endowment

September 29, 2026 - Foundations and endowments operate in an environment where portfolio performance directly impacts grantmaking and operations. As these fiduciary responsibilities grow more complex, many institutions look…

Kyle Adams, Partner

Jim Russo

Senior Principal

By Audience

A Primer for New Investment Committee Members

September 24, 2026 - Joining an investment committee (IC), the group who sets the investment policy, objectives, and risk parameters, is a privilege that comes with real responsibility. Whatever…

Jim Russo, Senior Principal

Andrejs Pilajevs

Senior Principal

By Audience

Frequently Asked Questions About Wealth and Tax Planning for International Entrepreneurs

September 24, 2026 - A growing number of international entrepreneurs are building companies that require a presence in the United States. For these founders, the move brings a distinct…

Andrejs Pilajevs, Senior Principal

Natalia Tchetchoulina

Partner

By Audience

Donor-Advised Funds: A Powerful and Flexible Tool for Charitable Giving

September 23, 2026 - A donor-advised fund is a charitable giving account established with a sponsoring organization that allows individuals and families to support charitable causes they care about…

Natalia Tchetchoulina, Partner
By Audience

Inside the 2026 Institutional Consulting Client Summit

September 22, 2026 - This summer, clients and prospective clients gathered in Seattle for the 2026 Cerity Partners Institutional Client Summit. The theme—“Forty Years Forward: Continuing Trust, Expanding Capability”—…

Kyle Adams

Partner

By Audience

Why More Nonprofits Are Considering OCIO

September 22, 2026 - Nonprofits are being squeezed from multiple directions. Federal funding has become less reliable. Demand for services continues to rise. Operating deficits are more common. Organizations…

Kyle Adams, Partner

Scott Lenet

Partner

By Audience

Driving High Performance Corporate Venture Investment Committees

September 16, 2026 - Over a decade ago, a friend of our firm became a founding partner of a small corporate venture capital fund (“CVC”) for a company with…

Scott Lenet, Partner

Joshua Norman and Jason Hill

By Audience

Invested in a Qualified Opportunity Zone? A Tax Bill Is Due December 31, 2026

September 15, 2026 - If you deferred gains in a Qualified Opportunity Fund, any you haven’t yet recognized will be treated as income on your 2026 return—regardless of whether…

Joshua Norman and Jason Hill

Dan Hougard

Principal

By Audience

LDI for Public Sponsors 

September 10, 2026 - Introduction The purpose of a pension plan’s investment portfolio (assets) is to ensure that promised benefits (liabilities) can be paid to beneficiaries as they come…

Dan Hougard, Principal

Thomas Garrett

Senior Principal

By Audience

This Matters and This Doesn’t

September 4, 2026 - Executive Summary Effectively managing a portfolio involves gathering information, processing information, making decisions, and implementation. Much of an investor’s success depends on their ability to…

Thomas Garrett, Senior Principal

Thomas Garrett

Senior Principal

By Audience

Driving Discretionary Portfolio Governance Through Risk

September 4, 2026 - Executive Summary Risk is the currency which pays investors a return. The type, and amount, of risk exposure that an investor chooses to take on…

Thomas Garrett, Senior Principal
By Audience

The Difference Between Financial Advisors at Registered Investment Advisers and Broker-Dealers

September 1, 2026 - A key decision when engaging a financial advisor is based on understanding which legal structure they operate under. There are two main types of wealth…

Daniel Nolan

Partner & Vice Chairman

By Audience

How Executives Can Mitigate Single-Stock Risk With Tax Efficiency

August 18, 2026 - For executives of public companies, a large source of wealth is derived from stock options, performance shares, restricted stock, and other stock-based compensation. In these…

Daniel Nolan, Partner & Vice Chairman

Your Introduction to a Trusted Financial Partner Awaits

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Schedule your complimentary 30-minute introductory meeting so we can understand your unique financial goals and match you with an advisor well suited to your needs.

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Dustin Ribergaard

Principal & Client Experience Director

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Stephanie Bellisario

Principal & Client Experience Director

Call us to Schedule: (212) 202-1810

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This 30-minute call with me is designed to better understand your unique financial and life goals and match you with the advisor most well suited to help.

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Dustin Ribergaard

Principal & Client Experience Director

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Here are some valuable insights to read before your meeting

Ben Pace and Joseph Matus

Economic and Market Outlooks

Third Quarter 2026 Review and Fourth Quarter 2026 Economic and Market Outlook

October 7, 2026 - Looking into Q4 and beyond, AI-related capital investment and fiscal support should help sustain global growth, while stubborn inflation, tighter monetary policy, and elevated rates…

James Lebenthal

Partner & Chief Market Strategist

Economic and Market Outlooks

Video: October 2026 Economic and Market Outlook

October 1, 2026 - In our October outlook, Jim Lebenthal, Partner and Chief Market Strategist, notes that the economy’s three key pillars—GDP growth, strong labor markets, and profit growth—remain…

Ralph Coutant

Senior Principal

Individuals and Families

Diversification Strategies for AI Concentration Across Asset Classes

October 8, 2026 - AI-linked companies now represent roughly half of S&P 500 market capitalization. And the concentration doesn’t stop at the technology sector.

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