Individuals and Families 5 Mistakes Athletes Make with Name, Image, and Likeness Income May 29, 2025 - The Name, Image, and Likeness (NIL) era has transformed collegiate athletics, but that opportunity comes with responsibility. Learn how to avoid five common mistakes. Kim Curtis, Partner
Estate Planning How to Pass Down Prized Jewelry, Art, and Cars May 28, 2025 - Contemporary collectors want to convey their legacy to future generations. Learn how to properly pass down jewelry, art, and more to ensure the legacy endures. Natalia Tchetchoulina, Partner
Individuals and Families Webinar Recording: Navigating Property Insurance May 21, 2025 - Climate change, natural disasters, and industry-wide challenges have sent homeowners insurance rates soaring and caused some insurance companies to cancel policies. In this on-demand presentation,…
Estate Planning 10 Ways to Protect the Wealth You Have Built May 2, 2025 - Regardless of wealth level, everyone's assets are at risk, and it is critical to put together a plan to safeguard them. Learn 10 ways to… Paul Chmielewski, Partner
Individuals and Families Financial Planning Opportunities in a Down Market April 24, 2025 - In times of economic uncertainty, discussing options with your financial advisor is important. Explore planning opportunities from Cerity Partners.
Economic and Market Outlooks Is It Time to Panic? (Spoiler Alert: No, It Is Not) April 3, 2025 - Tariffs and policy uncertainty have spooked investors, but good outcomes for the markets and economy are more probable than you might think. James Lebenthal, Partner & Chief Equity Strategist
Individuals and Families Webinar Recording: Where is Artificial Intelligence Investing Headed? March 28, 2025 - Artificial intelligence is reshaping industries, but how can investors recognize transformational opportunities amidst the hype and noise? Join us for a timely discussion on the…
Cross-Border Planning A Personal Finance Guide for U.S. Expats Living in Germany March 26, 2025 - Living in Germany as a U.S. citizen comes with unique financial challenges. This guide covers key topics, including cross-border planning, investment strategies, retirement accounts, and… Andrejs Pilajevs, Principal
Estate Planning Estate Planning During Times of Market Volatility March 25, 2025 - Market volatility isn’t just a challenge—it’s an opportunity. From gifting strategies and GRATs to Roth conversions and tax-loss harvesting, downturns can create unique financial planning… Paul Chmielewski, Partner
Individuals and Families From Courts to Cash: How Women Athletes and Women’s Sports Are Changing the Game March 20, 2025 - Women’s sports are experiencing unprecedented growth, fueled by rising viewership, increased sponsorships, and expanding financial opportunities for athletes. This article explores the economic shift underway… Kim Curtis, Partner
Individuals and Families How Do Tariffs Impact the Economy? March 18, 2025 - Could tariffs trigger a global trade war or tilt us into a recession? In this Insight, we explore the investment implications of recent tariffs and… Ben Pace, Partner & Chief Investment Officer
Estate Planning What Is “One Big, Beautiful Bill” and What Does It Have to Do With Estate Planning? March 12, 2025 - The potential expiration of 2017 tax cuts has created uncertainty around estate tax planning. Our latest Insight explores how the proposed “one big, beautiful bill”… Paul Chmielewski, Partner
Individuals and Families 5 Financial Essentials When Leaving Your Job February 27, 2025 - A job transition—whether planned or unexpected—can have a significant impact on your financial future. This checklist outlines five key areas to review, from income and… Nicholas N. Petrelli, Partner
Individuals and Families 3 Steps to Take You from “High Income” to “High Net Worth” February 25, 2025 - Earning a high salary is only the first step toward lasting financial success. This article provides three essential strategies—financial organization, smart investing, and tax optimization—to… Thomas Decker, Senior Principal
Individuals and Families Advice for the Anxious: Four Tips to Keep Your Finances Safe February 24, 2025 - With economic shifts and geopolitical uncertainty, it’s natural to feel anxious about your finances. This article outlines four key strategies—seeking professional guidance, understanding market trends,… Joseph J. Janiczek, Partner & Practice Leader
Estate Planning How to Pass Down Prized Jewelry, Art, and Cars May 28, 2025 - Contemporary collectors want to convey their legacy to future generations. Learn how to properly pass down jewelry, art, and more to ensure the legacy endures.
Individuals and Families 5 Mistakes Athletes Make with Name, Image, and Likeness Income May 29, 2025 - The Name, Image, and Likeness (NIL) era has transformed collegiate athletics, but that opportunity comes with responsibility. Learn how to avoid five common mistakes.
Economic and Market Outlooks Video: June 2025 Economic & Market Outlook June 2, 2025 - Markets have rebounded, and recession risks have eased—Jim Lebenthal weighs in on what investors should watch in this market outlook.
