By shining a light on issues related to financial well-being, we seek to play a part in shaping your financial future.

Ben Pace
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December 3, 2018

December 2018 Economic Outlook

Healthy consumer and business balance sheets should keep U.S. GDP at approximately 2.7% in 2019. Read our December Outlook for additional insights about U.S. and global markets.

Healthy consumer and business balance sheets should keep U.S. GDP at approximately 2.7% in 2019. Read our December Outlook for additional insights about U.S. and global markets.

December 3, 2018

Raising Children into Wealth

Family wealth can diminish children’s hunger to live productive lives. But it doesn’t have to. Pierre duPont, a Client Advisor in Cerity Partners’ NY office, shares ways parents can instill a healthy perspective about money, work and society.

Family wealth can diminish children’s hunger to live productive lives. But it doesn’t have to. Pierre duPont, a Client Advisor in Cerity Partners’ NY office, shares ways parents can instill a healthy perspective about money, work and society.

November 30, 2018

The Case for International Investing

Many people believe U.S. stocks always beat international stocks. But history shows the U.S. has outperformed the rest of the developed world only 56% of the time. That’s why well-diversified portfolios include global exposure.

Many people believe U.S. stocks always beat international stocks. But history shows the U.S. has outperformed the rest of the developed world only 56% of the time. That’s why well-diversified portfolios include global exposure.

November 16, 2018

Opportunity Zones Program

Charitable gifts are not the only way to help people in need while potentially reducing your tax liability. For certain individuals, the Opportunity Zones Program, begun earlier this year, may be an effective tax strategy.

Charitable gifts are not the only way to help people in need while potentially reducing your tax liability. For certain individuals, the Opportunity Zones Program, begun earlier this year, may be an effective tax strategy.

November 8, 2018

Perpetual Education Trusts

A Perpetual Education Trust is a way to influence the lives of distant descendants by providing them with a quality education.

A Perpetual Education Trust is a way to influence the lives of distant descendants by providing them with a quality education.

November 1, 2018

November 2018 Economic Outlook

The U.S. economy continues to grow at a healthy rate while European economic growth has slowed to its lowest level in four years. Read our November Outlook for additional insights about U.S. and global markets.

The U.S. economy continues to grow at a healthy rate while European economic growth has slowed to its lowest level in four years. Read our November Outlook for additional insights about U.S. and global markets.

October 31, 2018

The Importance of Staying Invested Throughout Market Cycles

The recent market selloff has many investors wondering if they should move their portfolios to the sidelines until things settle down. However, pulling your money out, even temporarily, could negatively impact your financial well-being in the long run.

The recent market selloff has many investors wondering if they should move their portfolios to the sidelines until things settle down. However, pulling your money out, even temporarily, could negatively impact your financial well-being in the long run.

October 19, 2018

2018 Midterm Elections: How Will Markets Respond?

The U.S. midterms elections are right around the corner. While the markets seem to expect split legislature, there are two other possible outcomes investors should prepare for.

The U.S. midterms elections are right around the corner. While the markets seem to expect split legislature, there are two other possible outcomes investors should prepare for.

October 12, 2018

Making Sense of October's Market Downturn

The markets declined sharply on October 10 and 11, the first significant pullback since February of this year. What's behind this downturn? We believe it's a combination of many factors.

The markets declined sharply on October 10 and 11, the first significant pullback since February of this year. What's behind this downturn? We believe it's a combination of many factors.

October 10, 2018

October 2018 Economic Outlook

U.S. GDP growth is expected to hold steady around 3% going into 2019 thanks to healthy consumer spending and increased capital expenditures. Check out the October Outlook for additional economic and market insights.

U.S. GDP growth is expected to hold steady around 3% going into 2019 thanks to healthy consumer spending and increased capital expenditures. Check out the October Outlook for additional economic and market insights.

October 2, 2018

Third Quarter Market Commentary

Third quarter saw many international equity markets rejoin the U.S. in this lengthy bull market while global bond performance was mixed.

Third quarter saw many international equity markets rejoin the U.S. in this lengthy bull market while global bond performance was mixed.

September 26, 2018

Four Factors Driving U.S. and Emerging Markets Apart

U.S. and Emerging Markets are moving in opposite directions for the first time since the mid-1990s.

U.S. and Emerging Markets are moving in opposite directions for the first time since the mid-1990s.

August 31, 2018

September 2018 Economic Outlook

Rising trade tensions have yet to detract meaningfully from global growth as the actual tariffs imposed to date have been rather mild. Progress in negotiations between the US, Mexico, and Canada is helping to mitigate the risk that the trade…

Rising trade tensions have yet to detract meaningfully from global growth as the actual tariffs imposed to date have been rather mild. Progress in negotiations between the US, Mexico, and Canada is helping to mitigate the risk that the trade skirmishes turn into a recession-inducing global trade war.

August 2, 2018

August 2018 Economic Outlook

Global growth should sustain its current level into 2019, as positive momentum in the US compensates for slowdowns in other regions. Escalation of trade tensions would have an obvious negative impact, but the magnitude remains highly uncertain.

Global growth should sustain its current level into 2019, as positive momentum in the US compensates for slowdowns in other regions. Escalation of trade tensions would have an obvious negative impact, but the magnitude remains highly uncertain.

July 25, 2018

Second Quarter 2018 Market Digest

Includes the Second Quarter 2018 Market Commentary and asset class performance summaries.

Includes the Second Quarter 2018 Market Commentary and asset class performance summaries.

July 2, 2018

July 2018 Economic Outlook

Worsening trade tensions and the actual implementation of tariffs are threatening to slow global growth in the second half of the year, although US economic momentum should allow global economic growth to improve somewhat year-over-year.

Worsening trade tensions and the actual implementation of tariffs are threatening to slow global growth in the second half of the year, although US economic momentum should allow global economic growth to improve somewhat year-over-year.

June 28, 2018

Cerity Partners Recognized as Top 300 Financial Advisers by Financial Times 2018

Cerity Partners is pleased to announce it has been named to the 2018 edition of the Financial Times 300 Top Registered Investment Advisers in the US for the fourth year in a row. The Financial Times, one of the…

Cerity Partners is pleased to announce it has been named to the 2018 edition of the Financial Times 300 Top Registered Investment Advisers in the US for the fourth year in a row. The Financial Times, one of the world’s largest business news organizations, invited more than 1,500 elite independent RIA firms to apply for consideration, based on their assets under management (AUM).  Rating criteria include assets under management, asset growth, compliance record, industry credentials, and transparency.

June 20, 2018

Containment Over Contagion

The recent volatility in Emerging Markets (EM) has raised the question from investors about the potential for contagion.

The recent volatility in Emerging Markets (EM) has raised the question from investors about the potential for contagion.

June 5, 2018

June 2018 Economic Outlook

Accelerating growth in the US should help offset the slowdown in Europe and Asia, allowing 2018 global GDP growth to improve over last year. Heightened trade tensions will introduce more risk to the 2019 global growth forecast.

Accelerating growth in the US should help offset the slowdown in Europe and Asia, allowing 2018 global GDP growth to improve over last year. Heightened trade tensions will introduce more risk to the 2019 global growth forecast.

May 3, 2018

May 2018 Economic Outlook

Global GDP is still expected to grow at a slightly higher rate compared to last year, with improving US economic growth compensating for the somewhat unexpected slowdowns in Europe and Asia. Increasing trade tensions are the biggest risk to this…

Global GDP is still expected to grow at a slightly higher rate compared to last year, with improving US economic growth compensating for the somewhat unexpected slowdowns in Europe and Asia. Increasing trade tensions are the biggest risk to this generally positive scenario.

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Orange County

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(714) 415-4990

Bloomfield Hills

40701 Woodward Ave
Bloomfield Hills, MI 48304

Chicago

227 W Monroe St
Chicago, IL 60606

Chicago

65 E Wacker Pl
Chicago, IL 60601

Cleveland

Terminal Tower
50 Public Square
Cleveland, OH 44113

Denver

4725 S Monaco St
Denver, CO 80237

Fort Worth

3526 W Vickery Blvd
Fort Worth, TX 76107

Los Angeles

11601 Wilshire Blvd
Los Angeles, CA 90025

Louisville

801 Main St
Suite 120
Louisville, CO 80027

New York

335 Madison Ave
New York, NY 10017

Orange County

3200 Bristol St
Costa Mesa, CA 92626