Individuals and Families The 1031 Exchange Market: From Transactional Tax Deferral to Institutional Portfolio Strategy March 5, 2026 - The 1031 exchange, named after Section 1031 of the Internal Revenue Code, is a powerful tax-deferral strategy that allows real estate owners to defer capital… Salvatore Russo, Partner
Individuals and Families What the Iran Conflict Means for Your Portfolio March 2, 2026 - The recent events in Iran introduced considerable uncertainty to the trajectory for global economies and financial markets. As is typical with geopolitical issues in the… Ben Pace, Joseph Matus and James Lebenthal
Individuals and Families Notable Liquidity Trends in the Pre-IPO Market February 24, 2026 - One of the more interesting trends in the private markets space over the last 10 to 15 years is the increasing democratization of investment products… Ben Pace, Partner & Chief Economist
Individuals and Families Integrating Opportunity Zone Investments and Estate Planning February 20, 2026 - As part of the Opportunity Zone program, Qualified Opportunity Funds can provide significant financial and tax benefits. At the same time, owners of these funds… Paul Chmielewski, Partner
Individuals and Families Moving to the UK: The Foreign Income and Gains Regime for US Expats and Returning UK Citizens February 4, 2026 - In April 2025, the UK replaced the long-standing remittance basis regime with a new foreign income and gains (FIG) regime. The shift moves the UK… Andrejs Pilajevs, Senior Principal
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…
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… Ben Pace and John Hyman
Individuals and Families Retirement Planning for Single Women: How to Prepare December 11, 2025 - Women already face gender-specific financial planning challenges. These include a longer life expectancy and a pay gap that results in lower salaries and lower lifetime… Mariella Foley, Partner
Individuals and Families Is the Stock Market Overvalued? What Investors Can Do December 2, 2025 - The last few years have been a good time for U.S. equity investors. But lately, people are questioning if we’re in another stock market bubble… Ralph Coutant, Senior Principal
Individuals and Families Should Investors Fear an AI Bubble? November 20, 2025 - Investment bubbles have formed countless times in the history of financial markets. Their creation is not the primary cause of concern—the manner in which they… James Lebenthal, Partner & Chief Market Strategist
Individuals and Families Simple Ways to Help Avoid Probate: Revocable Living Trusts and More November 18, 2025 - Probate is the legal process through which a deceased person’s estate is administered and distributed. While it serves an important function, it can also be… Paul Chmielewski, Partner
Individuals and Families The Year-End Financial Planning Checklist November 12, 2025 - The end of the year is the perfect time to review your financial plan with your advisor. The following checklist will help you take stock…
Individuals and Families Year-End Financial Planning: Six Portfolio Considerations November 4, 2025 - With the holiday season approaching and 2025 drawing to a close, now is an ideal time to review your investment portfolio and financial plan. Here… Tom Cohn, Partner & Chief Solutions Officer
Individuals and Families The Debasement Trade: Gold and Bitcoin Versus the Dollar October 31, 2025 - While historically used to describe devaluing silver or gold currency, today debasement refers to the declining U.S. dollar and its central role in the global… Tom Cohn, Partner & Chief Solutions Officer
Individuals and Families A Comprehensive Guide for U.S. Expats in France October 28, 2025 - Few countries capture the imagination quite like France. From sipping coffee at a Parisian café to cycling through Bordeaux’s vineyards to retiring under the Provençal… Andrejs Pilajevs, Senior Principal
Individuals and Families What the Iran Conflict Means for Your Portfolio March 2, 2026 - The recent events in Iran introduced considerable uncertainty to the trajectory for global economies and financial markets. As is typical with geopolitical issues in the…
Economic and Market Outlooks Video: March 2026 Economic and Market Outlook March 4, 2026 - While 2026 has so far brought unsettling market volatility and mixed signals from former leaders like Microsoft, Amazon, and Meta, Partner and Chief Market Strategist…
Individuals and Families The 1031 Exchange Market: From Transactional Tax Deferral to Institutional Portfolio Strategy March 5, 2026 - The 1031 exchange, named after Section 1031 of the Internal Revenue Code, is a powerful tax-deferral strategy that allows real estate owners to defer capital…