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Cerity Partners Insights

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

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

Joseph Matus

Principal

Economic and Market Outlooks

What’s on Our Minds

September 21, 2026 - Despite a rate hike and rising gas costs squeezing households this year, consumer spending remains resilient thanks to historically low household leverage, near-full employment, and…

Joseph Matus, Principal

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
Individuals and Families

The Difference Between Financial Advisors at Registered Investment Advisers and Broker-Dealers

September 1, 2026 - A key decision when engaging a financial advisor is based on understanding which legal structure they operate under. There are two main types of wealth…

Daniel Nolan

Partner & Vice Chairman

Incentive Stock Options

How Executives Can Mitigate Single-Stock Risk With Tax Efficiency

August 18, 2026 - For executives of public companies, a large source of wealth is derived from stock options, performance shares, restricted stock, and other stock-based compensation. In these…

Daniel Nolan, Partner & Vice Chairman

Individuals and Families

Frequently Asked Questions About California’s 2026 Billionaire Tax

August 14, 2026 - California’s proposed 2026 Billionaire Tax Act is a one-time wealth tax that voters will decide in November 2026. If you have a net worth at…

Kyle Adams

Partner

Institutions

The Outsourcing Landscape: A Field Guide to OCIO Services

August 12, 2026 - At nonprofits, foundations, and other mission-driven organizations, the investment office is being asked to do more in an increasingly demanding environment. Funding sources are under…

Kyle Adams, Partner

Scott Lenet

Partner

Corporate Venture Capital

How Should Corporations Get Paid For Helping Startups?

August 12, 2026 - One of the top myths in entrepreneurship is that startups and large corporations are enemies locked in an endless war. The conventional wisdom is that…

Scott Lenet, Partner

Individuals and Families

California’s 2026 Billionaire Tax: What Ultra-High-Net-Worth Families Need to Know—and Strategies You Can Still Use

August 11, 2026 - California has placed a one-time wealth tax before its voters. If you have a net worth approaching or exceeding $1 billion and any connection to…

James Lebenthal

Partner & Chief Market Strategist

Economic and Market Outlooks

Video: August 2026 Economic and Market Outlook

August 4, 2026 - In our August outlook, Partner and Chief Market Strategist Jim Lebenthal walks through why our view of the market remains positive despite key risks. We…

James Lebenthal, Partner & Chief Market Strategist

James Lebenthal and Amita Schultes

Economic and Market Outlooks

Webinar Recording: Q3 2026 Market & Economic Outlook

July 24, 2026 - Join our Investment Office as they review key market trends from the second quarter and share their outlook for the remainder of the year. This…

James Lebenthal and Amita Schultes

Scott Lenet

Partner

Corporate Venture Capital

Startups Should Not Wait to Hire CFOs

July 15, 2026 - In our experience having funded more than 200 startups as of the second quarter of 2026, venture-backed businesses often treat the CFO hire as a…

Scott Lenet, Partner

Carrie A. Grey and Joshua Norman

Individuals and Families

Tax Challenges Every Business Operating in Multiple States Must Navigate

July 14, 2026 - Expanding a business across state lines opens new markets and growth opportunities, but it also introduces a complex web of tax obligations that can catch…

Carrie A. Grey and Joshua Norman

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Discover solutions for nonprofit organizations. Reach out to start a discussion today.

Tell us about your company's financial landscape at no cost or obligation. Unsure of your needs? Our experts will guide you, offering insights and solutions tailored to the unique needs of your workforce.

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Mallory Smith

Principal

Discover solutions for nonprofit organizations. Reach out to start a discussion today.

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Mallory Smith

Principal

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Thank you for booking a meeting with us!

We look forward to connecting with you soon.

Here are some valuable insights to read before your meeting

Cerity Partners to Welcome the Contant-Leit and Wacht Groups of Shufro Rose & Co., Deepening Its Presence in New York City

September 22, 2026 - Cerity Partners today announced their intention to merge with the Contant-Leit and Wacht Groups of Shufro Rose & Co., two New York City–based wealth advisory…

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…

Cerity Partners Merges with Gilbert & Cook, Building on More Than 30 Years Serving Clients and Families in Iowa

September 18, 2026 - Cerity Partners and Gilbert & Cook today announced their intention to merge, effective at the end of September. Gilbert & Cook will operate under the…

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