Investments Insights

Justin DuMouchelle

Partner & Practice Leader

Incentive Stock Options

Lessons from Nvidia: Managing Concentrated Stock 

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 to mitigate risk, enhance tax efficiency, and preserve growth potential. If you have a substantial stake in a single stock, now is the ideal time to explore strategies that can safeguard your gains and secure your financial future.

Frederic Behrens

Partner

Cross-Border Planning

American Expat: Brokerage Account Closures and Restrictions

American citizens living abroad face many complicated investing and compliance issues (such as finding an American expat brokerage firm). Careful attention must be paid to the selection of investments, filing a U.S. expat tax return, dealing with the Foreign Account Tax Compliance Act (FATCA), and understanding country of residence tax rules. Savvy American expat investors […]

Ben Pace, Tom Cohn and James Lebenthal

Economic & Market Update

Persistent Price Pressures

Persistent inflation readings are keeping the Fed firmly in tightening mode through year end and increasing the risk of a deeper slowdown in the U.S. economy.

Ben Pace

Partner & Chief Investment Officer

Investments

August 2022 Economic & Market Outlook

The July rebound seen in stock prices has been welcome relief as has been the lack of major negative surprises in the second quarter earnings season. Markets now need more consistent signs that inflation is turning down due more to the natural balancing between supply and demand as opposed to a strong recession that destroys demand.

Ben Pace, Tom Cohn and James Lebenthal

Investments

Q2 2022 Review and July Outlook

Persistent consumer price inflation drove the Federal Reserve to accelerate the magnitude and cadence of their monetary tightening program. Aggressive rate increases with a strong signal of more to come increases the risk that the U.S. economy will fall into a recession as certain sectors have already begun to slow or stall.