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Insurance and Risk Management Insights

Justyn Volesko

Partner & Co-Head of Family Office

Family Office

Financial Preparedness for Emergencies: A Guide for High-Net-Worth Families

February 6, 2025 - Cerity Partners takes a proactive approach to financial emergency preparedness, working with our clients to develop the right strategies and resources to safeguard their loved…

Justyn Volesko, Partner & Co-Head of Family Office

Aram Schotts

Principal

Individuals and Families

Planning for Long-Term Care Needs

May 10, 2024 - Understand the critical aspects of long-term care planning, from assessing costs and insurance options to managing care through various types of policies, ensuring quality of…

Aram Schotts, Principal

Ayisha Tahir

Principal

Individuals and Families

Harnessing the Power of Health Savings Accounts

November 29, 2023 - HSAs offer more than a way to manage healthcare costs; they are a vital wealth-building tool that utilizes tax advantages and growth opportunities to bolster…

Ayisha Tahir, Principal

Peter Yoon

Principal

Individuals and Families

The Case for International Travel Insurance

September 19, 2023 - World travel offers a myriad of experiences and memories, but it's not without risks. Travel insurance is a vital safety net, covering everything from lost…

Peter Yoon, Principal

Ian Bai and Sean Moore

Individuals and Families

Understanding Your Medicare Options

February 14, 2023 - Soon-to-be retirees about to turn 65 have an important choice to make regarding their health insurance. Specifically, do you go with traditional, public-sector Medicare, or…

Ian Bai and Sean Moore

Bruce A. Hyde

Partner

Individuals and Families

Developing a Pension Maximization Strategy

December 6, 2022 - This paper is the second part of a two-part series. In the first part, we discussed the considerations involved in evaluating different pension options for…

Bruce A. Hyde, Partner

Bruce A. Hyde

Partner

Individuals and Families

Single Life vs. Joint and Survivor Pension Payout Options

December 2, 2022 - This paper is the first part of a two-part series. In the first part, we discuss the considerations involved in evaluating different pension options for…

Bruce A. Hyde, Partner

Paul D’Elia

Partner

Individuals and Families

Using HSAs as Tax-Advantaged Investment Accounts

October 3, 2022 - Most people view HSAs as a tool for qualified medical expenditures. But sophisticated investors are increasingly using HSAs to maximize tax-advantages investment, retirement, and estate…

Paul D’Elia, Partner

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Dustin Ribergaard

Lead Concierge

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Dustin Ribergaard

Lead Concierge

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Alexander Dyumin and Joseph Matus

Economic and Market Outlooks

What’s on Our Minds This Week?

April 28, 2025 - Diversification has long helped manage portfolio risk, but recent inflation and fiscal challenges reveal the limitations of the traditional 60/40 stock-bond portfolio and the need…

James Lebenthal

Partner & Chief Equity Strategist

Economic and Market Outlooks

On-Demand Webinar: Recession Risks, Tariffs, and Where Opportunity Remains

April 29, 2025 - Apollo Global Management Partner and Chief Economist Torsten Slok joins Jim Lebenthal to discuss the economy, tariffs, and where there may still be opportunity in today’s market.

Kim Curtis

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…

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