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.
Economic and Market Outlooks What’s on Our Minds This Week? April 21, 2025 - Despite a rare simultaneous sell-off in U.S. Treasuries, U.S. stocks, and the U.S. dollar that is raising fears of capital flight from dollar-denominated assets toward… Joseph Matus, Principal
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
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
Economic and Market Outlooks April 2025 Economic & Market Outlook April 2, 2025 - Are we headed for a recession or might the economy continue to grow? In this video, Chief Equity Strategist Jim Lebenthal examines recent market volatility,… James Lebenthal, Partner & Chief Equity Strategist
Cross-Border Planning A Personal Finance Guide for U.S. Expats Living in Germany March 26, 2025 - Living in Germany as a U.S. citizen comes with unique financial challenges. This guide covers key topics, including cross-border planning, investment strategies, retirement accounts, and… Andrejs Pilajevs, Principal
Estate Planning Estate Planning During Times of Market Volatility March 25, 2025 - Market volatility isn’t just a challenge—it’s an opportunity. From gifting strategies and GRATs to Roth conversions and tax-loss harvesting, downturns can create unique financial planning… Paul Chmielewski, Partner
Individuals and Families From Courts to Cash: How Women Athletes and Women’s Sports Are Changing the Game March 20, 2025 - Women’s sports are experiencing unprecedented growth, fueled by rising viewership, increased sponsorships, and expanding financial opportunities for athletes. This article explores the economic shift underway… Kim Curtis, Partner
Individuals and Families How Do Tariffs Impact the Economy? March 18, 2025 - Could tariffs trigger a global trade war or tilt us into a recession? In this Insight, we explore the investment implications of recent tariffs and… Ben Pace, Partner & Chief Investment Officer
Economic and Market Outlooks On Recent Market Volatility: Recession, Tariffs, and DOGE: Where Is the U.S. Headed? March 14, 2025 - You're not alone if you’re concerned about the economy and your finances. News site headlines and chyrons scrolling across cable TV channels probably aren’t helping,…
Estate Planning What Is “One Big, Beautiful Bill” and What Does It Have to Do With Estate Planning? March 12, 2025 - The potential expiration of 2017 tax cuts has created uncertainty around estate tax planning. Our latest Insight explores how the proposed “one big, beautiful bill”… Paul Chmielewski, Partner
Economic and Market Outlooks On Recent Market Volatility: It’s a Supertanker, Not a Jet-Ski March 4, 2025 - Recent market volatility has raised fears of an economic slowdown, but history suggests that the U.S. economy is more like a supertanker than a jet… James Lebenthal, Partner & Chief Equity Strategist
Individuals and Families 5 Financial Essentials When Leaving Your Job February 27, 2025 - A job transition—whether planned or unexpected—can have a significant impact on your financial future. This checklist outlines five key areas to review, from income and… Nicholas N. Petrelli, Partner
Individuals and Families 3 Steps to Take You from “High Income” to “High Net Worth” February 25, 2025 - Earning a high salary is only the first step toward lasting financial success. This article provides three essential strategies—financial organization, smart investing, and tax optimization—to… Thomas Decker, Senior Principal
Individuals and Families Advice for the Anxious: Four Tips to Keep Your Finances Safe February 24, 2025 - With economic shifts and geopolitical uncertainty, it’s natural to feel anxious about your finances. This article outlines four key strategies—seeking professional guidance, understanding market trends,… Joseph J. Janiczek, Partner & Practice Leader
Economic and Market Outlooks What’s on Our Minds This Week? April 21, 2025 - Despite a rare simultaneous sell-off in U.S. Treasuries, U.S. stocks, and the U.S. dollar that is raising fears of capital flight from dollar-denominated assets toward…
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.
Individuals and Families From Courts to Cash: How Women Athletes and Women’s Sports Are Changing the Game March 20, 2025 - Women’s sports are experiencing unprecedented growth, fueled by rising viewership, increased sponsorships, and expanding financial opportunities for athletes. This article explores the economic shift underway…
