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Cerity Partners Insights

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

Ben Pace

Partner & Chief Economist

Economic and Market Outlooks

The Pace Perspective: Are Concerns About Financing in the AI Space Warranted?

November 11, 2026 - While US equity markets are up solidly year to date and trading near all-time highs as of the end of October, there have been some…

Ben Pace, Partner & Chief Economist

Joseph Matus

Principal

Economic and Market Outlooks

What’s on Our Minds

November 9, 2026 - After midterm races centered on curbing data center development helped trigger a sharp market sell-off, the AI build-out is likely to be constrained at the…

Joseph Matus, Principal

Paul Sommerstad

Partner

Retirement Plan Solutions

Same Standard: What Plan Fiduciaries Should Watch to Close Out 2026

November 5, 2026 - In the fourth quarter, several items are converging for retirement plan sponsors. Target-date funds continue evolving toward retirement income features while incorporating new asset classes.…

Paul Sommerstad, Partner

Ben Pace

Partner & Chief Economist

Individuals and Families

Potential Economic and Market Implications of the Midterm Elections

November 5, 2026 - The midterm results continue a long-term trend in American politics of the party that holds the executive branch losing the midterm elections. This extreme political…

Ben Pace, Partner & Chief Economist

James Lebenthal

Partner & Chief Market Strategist

Economic and Market Outlooks

Video: November 2026 Economic and Market Outlook

November 4, 2026 - Jim Lebenthal, Partner and Chief Market Strategist, identifies three risks in our November outlook: inflation worsening because of the wars in Ukraine and the Middle…

James Lebenthal, Partner & Chief Market Strategist
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…

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”—…

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Dustin Ribergaard

Principal & Client Experience Director

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Stephanie Bellisario

Principal & Client Experience Director

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Principal & Client Experience Director

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Here are some valuable insights to read before your meeting

James Lebenthal

Partner & Chief Market Strategist

Economic and Market Outlooks

Video: November 2026 Economic and Market Outlook

November 4, 2026 - Jim Lebenthal, Partner and Chief Market Strategist, identifies three risks in our November outlook: inflation worsening because of the wars in Ukraine and the Middle…

Ben Pace

Partner & Chief Economist

Individuals and Families

Potential Economic and Market Implications of the Midterm Elections

November 5, 2026 - The midterm results continue a long-term trend in American politics of the party that holds the executive branch losing the midterm elections. This extreme political…

Ben Pace

Partner & Chief Economist

Economic and Market Outlooks

The Pace Perspective: Are Concerns About Financing in the AI Space Warranted?

November 11, 2026 - While US equity markets are up solidly year to date and trading near all-time highs as of the end of October, there have been some…

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