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Cerity Partners Insights

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

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

Joseph Matus

Principal

Economic and Market Outlooks

What’s on Our Minds

September 28, 2026 - Long-end US Treasury yields have broken out of their five-year range primarily due to strong nominal and real GDP growth, and the current level of…

Joseph Matus, Principal

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”—…

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

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

Your Introduction to a Trusted Financial Partner Awaits

Our Concierge Program offers a simple, personalized approach to finding your ideal financial advisor.

Schedule your complimentary 30-minute introductory meeting so we can understand your unique financial goals and match you with an advisor well suited to your needs.

Dustin Ribergaard's headshot

Dustin Ribergaard

Principal & Client Experience Director

Stephanie Bellisario's headshot

Stephanie Bellisario

Principal & Client Experience Director

Find your ideal financial advisor with our personalized Concierge Program.

Schedule a complimentary introductory meeting now:

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Book your meeting

This 30-minute call with me is designed to better understand your unique financial and life goals and match you with the advisor most well suited to help.

Looking forward to
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Dustin Ribergaard

Principal & Client Experience Director

Dustin Ribergaard's headshot

Thank you for your interest

Thank you for your interest in our financial services. We appreciate the opportunity to connect and learn about your financial goals. A representative will be in touch to discuss your financial needs.

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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: 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…

Uncategorized

Cerity Partners Announces Three New Mergers, Adding Approximately $2.1 Billion in Assets Under Management

October 1, 2026 - We're pleased to announce that Cerity Partners has merged with three outstanding firms—Compass Wealth Management, Cornerstone Capital, Inc., and Echo Wealth Management.

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…

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