Investing 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.
Investing 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…
Investing 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
Investing Lessons from Nvidia: Managing Concentrated Stock February 5, 2025 - At Cerity Partners, we specialize in assisting executives, founders, and long-term shareholders in managing the challenges of concentrated stock holdings. Our customized strategies are designed… Justin DuMouchelle, Partner & Practice Leader
Investing 10 Smart Ways to Use Your Bonus February 4, 2025 - Expecting a considerable bonus or other windfall? Our advisors share 10 smart ways to leverage it and thoughts on how to choose the right one…
Investing Opportunity Zones February 20, 2024 - Explore the evolving landscape of Opportunity Zones and how the proposed legislation could extend the benefits and reporting requirements for investors using Qualified Opportunity Funds… Paul Chmielewski, Partner
Investing Does the U.S. Equity Market Suffer From “Bad Breadth”? July 11, 2023 - One of the most talked about themes in the U.S. equity markets in 2023 has been market concentration. Simply put, the strong performance of the… Ralph Coutant, Senior Principal
Investing The Art of Collecting: Why Some Cars Appreciate, but Most Do Not April 19, 2023 - Let’s not bury the lede: of course, cars can appreciate in value. But why do some cars hold their value over time, while most do…
Investing Behavioral Finance: We Have Met the Enemy and… April 6, 2023 - In this paper, we discuss some of the more common tendencies that affect investors and we offer a few tips that may help keep investors… John Hyman, Partner & Head of Investment Management
Investing Cash is Back: Exploring Alternatives to Traditional Bank Accounts April 3, 2023 - With the recent rise in short-term interest rates, cash has re-emerged as a viable asset class for portfolio construction. In March, 3 Month Treasury Bills… Joseph Matus, Principal
Investing 5 Things to Do in a Down Market March 23, 2023 - Volatile markets can shake the confidence of even the most committed long-term investors. Starting with a comprehensive financial plan, understanding just how much risk you… Stephen Klingler, Principal
Investing Wells Fargo U.S. Expat Brokerage Account Closure January 3, 2023 - At the beginning of 2021, Wells Fargo announced a reduction in service for international clients. The most impacted Wells Fargo customers include U.S. citizens living… Frederic Behrens, Partner
Investing Investing as an American Expat December 23, 2022 - Increasingly, American citizens are moving overseas to advance their careers, to retire abroad or for family reasons. Living in another country is exciting but brings… Frederic Behrens, Partner
Investing The Importance of U.S.-Listed and U.K. Reporting Funds for U.S. Taxpayers in the United Kingdom December 14, 2022 - U.S. taxpayers living in the United Kingdom must carefully understand the impact of U.S. and U.K. tax laws on their investment portfolio. From a U.S.… Frederic Behrens, Partner
Investing Working With a Fiduciary U.S. Expat Financial Advisor December 8, 2022 - Understanding the qualifications and model of service when receiving financial advice is critical. International financial advisors use different designations and follow different standards of client… Frederic Behrens, Partner
Incentive Stock Options Incentive Stock Options and the Alternative Minimum Tax Catch-22 July 8, 2025 - Here’s why AMT can be problematic: If you exercise enough incentive stock options and continue to hold the stock from the options you exercised, you…
Economic and Market Outlooks Video: July 2025 Economic & Market Outlook July 1, 2025 - The financial markets seem to be sending us a message about presidential policies and the “Big, Beautiful Bill.” Jim Lebenthal explores what they might be…
Cross-Border Planning Portugal for U.S. Expats July 2, 2025 - This Insight examines the key considerations for U.S. expats considering a move to Portugal, whether as full-time retirees, part-time residents, digital nomads, or investors seeking…
