By Audience Insights

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

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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

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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

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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

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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

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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…

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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

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Frequently Asked Questions About California’s 2026 Billionaire Tax

August 14, 2026 - California’s proposed 2026 Billionaire Tax Act is a one-time wealth tax that voters will decide in November 2026. If you have a net worth at…

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The Outsourcing Landscape: A Field Guide to OCIO Services

August 12, 2026 - At nonprofits, foundations, and other mission-driven organizations, the investment office is being asked to do more in an increasingly demanding environment. Funding sources are under…

Kyle Adams, Partner

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How Should Corporations Get Paid For Helping Startups?

August 12, 2026 - One of the top myths in entrepreneurship is that startups and large corporations are enemies locked in an endless war. The conventional wisdom is that…

Scott Lenet, Partner

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California’s 2026 Billionaire Tax: What Ultra-High-Net-Worth Families Need to Know—and Strategies You Can Still Use

August 11, 2026 - California has placed a one-time wealth tax before its voters. If you have a net worth approaching or exceeding $1 billion and any connection to…

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Tax Challenges Every Business Operating in Multiple States Must Navigate

July 14, 2026 - Expanding a business across state lines opens new markets and growth opportunities, but it also introduces a complex web of tax obligations that can catch…

Carrie A. Grey and Joshua Norman

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The Tax Drag Hiding in Your Long-Term Financial Plan

July 9, 2026 - You’ve saved diligently. You have an IRA, a 401(k), and maybe an annuity. But there are decisions embedded in common retirement account structures that many…

Darrick Priester, Partner & Director of Risk Management

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Process Over Outcomes: What Plan Fiduciaries Need to Watch in the Second Half of 2026

July 7, 2026 - Plan sponsors are simultaneously confronting heightened cybersecurity and distribution-fraud risk, SECURE 2.0’s Roth catch-up requirements, and an ERISA litigation environment increasingly focused on process and…

Ty Parrish, Partner

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

July 6, 2026 - Global markets stabilized in the second half of 2026 as easing Middle East tensions, resilient economic growth, and strong AI-driven investment offset lingering inflation concerns.

Ben Pace and Joseph Matus

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By Audience Insights

Driving High Performance Corporate Venture Investment Committees

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

LDI for Public Sponsors

This Matters and This Doesn’t

Driving Discretionary Portfolio Governance Through Risk

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

How Executives Can Mitigate Single-Stock Risk With Tax Efficiency

Frequently Asked Questions About California’s 2026 Billionaire Tax

The Outsourcing Landscape: A Field Guide to OCIO Services

How Should Corporations Get Paid For Helping Startups?

California’s 2026 Billionaire Tax: What Ultra-High-Net-Worth Families Need to Know—and Strategies You Can Still Use

Tax Challenges Every Business Operating in Multiple States Must Navigate

The Tax Drag Hiding in Your Long-Term Financial Plan

Process Over Outcomes: What Plan Fiduciaries Need to Watch in the Second Half of 2026

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

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Dustin Ribergaard

Stephanie Bellisario

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Cerity Partners Merges with Gilbert & Cook, Building on More Than 30 Years Serving Clients and Families in Iowa

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

Video: September 2026 Economic and Market Outlook