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.
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
Individuals and Families 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
Individuals and Families 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…
Individuals and Families 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
Individuals and Families 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…
Individuals and Families 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
Individuals and Families 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
Individuals and Families 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
Cross-Border Planning 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
Cross-Border Planning 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
Cross-Border Planning 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
Cross-Border Planning 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
Cross-Border Planning The PFIC Problem December 1, 2022 - Whether you are a young executive planning your first move overseas or a high-net-worth individual retiring in another country, there are many financial matters to… Frederic Behrens, Partner
Register Now: Q2 2025 Economic & Market Outlook Webinar May 6, 2025 - Join our Investment Office for a timely webinar exploring recent market volatility, economic uncertainty, and what it means for investors.
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…
Economic and Market Outlooks What’s On Our Minds This Week May 6, 2025 - Though framed as a global trade policy, the Trump administration’s tariff strategy chiefly targeted China, whose economic fragility and leadership’s sensitivity to national pride may…
