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Cerity Partners Insights

Timely investment outlooks, best practices, and actionable planning strategies to inform and guide your decision making.

Estate Planning

The 2026 Year-End Financial Planning Checklist

October 28, 2026 - Our 2026 checklist will help you take stock of your savings, investments, retirement planning, tax exposure, and risk management, so you can plan for any…

Joseph Matus

Principal

Economic and Market Outlooks

What’s on Our Minds

October 26, 2026 - We expect the FOMC to hold rates steady this week, as futures markets also do, but with oil above $100, consumer prices up 3.7%, and…

Joseph Matus, Principal

James Lebenthal and Amita Schultes

Economic and Market Outlooks

Webinar Recording: Q4 2026 Market & Economic Outlook

October 16, 2026 - Join our Investment Office as they review key market trends we witnessed in the third quarter and our outlook for the remainder of 2026 and…

James Lebenthal and Amita Schultes

Ralph Coutant

Senior Principal

Individuals and Families

Diversification Strategies for AI Concentration Across Asset Classes

October 8, 2026 - AI-linked companies now represent roughly half of S&P 500 market capitalization. And the concentration doesn’t stop at the technology sector.

Ralph Coutant, Senior Principal

Ben Pace and Joseph Matus

Economic and Market Outlooks

Third Quarter 2026 Review and Fourth Quarter 2026 Economic and Market Outlook

October 7, 2026 - Looking into Q4 and beyond, AI-related capital investment and fiscal support should help sustain global growth, while stubborn inflation, tighter monetary policy, and elevated rates…

Ben Pace and Joseph Matus

James Lebenthal

Partner & Chief Market Strategist

Economic and Market Outlooks

Video: October 2026 Economic and Market Outlook

October 1, 2026 - In our October outlook, Jim Lebenthal, Partner and Chief Market Strategist, notes that the economy’s three key pillars—GDP growth, strong labor markets, and profit growth—remain…

James Lebenthal, Partner & Chief Market Strategist

Kyle Adams

Partner

Institutions

How OCIOs Support Nonprofits Beyond the Endowment

September 29, 2026 - Foundations and endowments operate in an environment where portfolio performance directly impacts grantmaking and operations. As these fiduciary responsibilities grow more complex, many institutions look…

Kyle Adams, Partner

Jim Russo

Senior Principal

Institutions

A Primer for New Investment Committee Members

September 24, 2026 - Joining an investment committee (IC), the group who sets the investment policy, objectives, and risk parameters, is a privilege that comes with real responsibility. Whatever…

Jim Russo, Senior Principal

Andrejs Pilajevs

Senior Principal

Cross-Border Planning

Frequently Asked Questions About Wealth and Tax Planning for International Entrepreneurs

September 24, 2026 - A growing number of international entrepreneurs are building companies that require a presence in the United States. For these founders, the move brings a distinct…

Andrejs Pilajevs, Senior Principal

Natalia Tchetchoulina

Partner

Individuals and Families

Donor-Advised Funds: A Powerful and Flexible Tool for Charitable Giving

September 23, 2026 - A donor-advised fund is a charitable giving account established with a sponsoring organization that allows individuals and families to support charitable causes they care about…

Natalia Tchetchoulina, Partner
Institutions

Inside the 2026 Institutional Consulting Client Summit

September 22, 2026 - This summer, clients and prospective clients gathered in Seattle for the 2026 Cerity Partners Institutional Client Summit. The theme—“Forty Years Forward: Continuing Trust, Expanding Capability”—…

Kyle Adams

Partner

Institutions

Why More Nonprofits Are Considering OCIO

September 22, 2026 - Nonprofits are being squeezed from multiple directions. Federal funding has become less reliable. Demand for services continues to rise. Operating deficits are more common. Organizations…

Kyle Adams, Partner

Scott Lenet

Partner

Corporate Venture Capital

Driving High Performance Corporate Venture Investment Committees

September 16, 2026 - Over a decade ago, a friend of our firm became a founding partner of a small corporate venture capital fund (“CVC”) for a company with…

Scott Lenet, Partner

Joshua Norman and Jason Hill

Individuals and Families

Invested in a Qualified Opportunity Zone? A Tax Bill Is Due December 31, 2026

September 15, 2026 - If you deferred gains in a Qualified Opportunity Fund, any you haven’t yet recognized will be treated as income on your 2026 return—regardless of whether…

Joshua Norman and Jason Hill

James Lebenthal

Partner & Chief Market Strategist

Economic and Market Outlooks

Video: September 2026 Economic and Market Outlook

September 3, 2026 - Partner and Chief Market Strategist Jim Lebenthal shares our September outlook on the financial markets and economy, expressing optimism for the remainder of the year…

James Lebenthal, Partner & Chief Market Strategist

Your Introduction to a Trusted Financial Partner Awaits

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Schedule your complimentary 30-minute introductory meeting so we can understand your unique financial goals and match you with an advisor well suited to your needs.

Dustin Ribergaard's headshot

Dustin Ribergaard

Principal & Client Experience Director

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Stephanie Bellisario

Principal & Client Experience Director

Call us to Schedule: (212) 202-1810

Find your ideal financial advisor with our personalized Concierge Program.

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This 30-minute call with me is designed to better understand your unique financial and life goals and match you with the advisor most well suited to help.

Looking forward to
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Dustin Ribergaard

Principal & Client Experience Director

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Thank you for your interest

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Here are some valuable insights to read before your meeting

Estate Planning

The 2026 Year-End Financial Planning Checklist

October 28, 2026 - Our 2026 checklist will help you take stock of your savings, investments, retirement planning, tax exposure, and risk management, so you can plan for any…

James Lebenthal and Amita Schultes

Economic and Market Outlooks

Webinar Recording: Q4 2026 Market & Economic Outlook

October 16, 2026 - Join our Investment Office as they review key market trends we witnessed in the third quarter and our outlook for the remainder of 2026 and…

Ben Pace and Joseph Matus

Economic and Market Outlooks

Third Quarter 2026 Review and Fourth Quarter 2026 Economic and Market Outlook

October 7, 2026 - Looking into Q4 and beyond, AI-related capital investment and fiscal support should help sustain global growth, while stubborn inflation, tighter monetary policy, and elevated rates…

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