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Cerity Partners Insights

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

Economic and Market Outlooks

Video: June 2025 Economic & Market Outlook

June 2, 2025 - Markets have rebounded, and recession risks have eased—Jim Lebenthal weighs in on what investors should watch in this market outlook.

Joseph Matus

Principal

Economic and Market Outlooks

What’s On Our Minds This Week

June 2, 2025 - Despite negative consumer sentiment, U.S. consumption remains resilient due to strong spending by high-income households and essential expenditures like housing and health care, both of…

Joseph Matus, Principal

Kim Curtis

Partner

Individuals and Families

5 Mistakes Athletes Make with Name, Image, and Likeness Income  

May 29, 2025 - The Name, Image, and Likeness (NIL) era has transformed collegiate athletics, but that opportunity comes with responsibility. Learn how to avoid five common mistakes.

Kim Curtis, Partner

David Horowitz

Partner

Corporate Venture Capital

Why Corporations Are Turning to Venture Capital to Drive Innovation

May 29, 2025 - Corporate venture capital is growing rapidly as it's a great approach to bringing external innovation. Learn ways to excel with CVC from our specialists at…

David Horowitz, Partner

Natalia Tchetchoulina

Partner

Estate Planning

How to Pass Down Prized Jewelry, Art, and Cars  

May 28, 2025 - Contemporary collectors want to convey their legacy to future generations. Learn how to properly pass down jewelry, art, and more to ensure the legacy endures.

Natalia Tchetchoulina, Partner

David Horowitz

Partner

Corporate Venture Capital

5 Prerequisites Before Starting a Corporate Venture Program 

May 21, 2025 - Achieving a culture change can be challenging, and a corporation must be ready. Consider these five things before starting a corporate venture program.

David Horowitz, Partner
Individuals and Families

Webinar Recording: Navigating Property Insurance

May 21, 2025 - Climate change, natural disasters, and industry-wide challenges have sent homeowners insurance rates soaring and caused some insurance companies to cancel policies. In this on-demand presentation,…

Economic and Market Outlooks

Webinar Recording: Q2 2025 Market & Economic Outlook

May 16, 2025 - Watch our Investment Office’s timely assessment of recent market volatility and economic uncertainty. This quarter’s market update assesses the economic landscape before and after the…

Shannon Jenkins

Partner

Business Owner Advisory

5 Ways Small Business Owners Can Help Protect Themselves from Tariffs 

May 14, 2025 - With headlines dominated by tariffs and trade policy shifts, small & mid-size business owners are on edge. Learn 5 ways to protect your small business…

Shannon Jenkins, Partner

Paul Chmielewski

Partner

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…

Paul Chmielewski, Partner

Scott Lenet

Partner

Corporate Venture Capital

Why Corporations Should Invest in Startups and Not Just Buy Them 

May 1, 2025 - Sometimes investing in start-ups is better than buying them. Learn more about corporate venture capital (CVC) programs & investments from our advisors at Cerity Partners.

Scott Lenet, Partner

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.

James Lebenthal, Partner & Chief Equity Strategist
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.

Ben Pace and Joseph Matus

Economic and Market Outlooks

First Quarter 2025 Review and Outlook

April 7, 2025 - In the first quarter of 2025, global markets were marked by uncertainty due to President Trump’s protectionist tariffs, which led to a significant correction in…

Ben Pace and Joseph Matus

James Lebenthal

Partner & Chief Equity Strategist

Economic and Market Outlooks

Is It Time to Panic? (Spoiler Alert: No, It Is Not)

April 3, 2025 - Tariffs and policy uncertainty have spooked investors, but good outcomes for the markets and economy are more probable than you might think.

James Lebenthal, Partner & Chief Equity Strategist