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Joseph Matus

Principal

Economic and Market Outlooks

What’s on Our Minds

March 9, 2026 - Conflict in the Persian Gulf has disrupted global oil supply, and while the US maintains energy independence, the fungibility of crude oil means Americans are…

Joseph Matus, Principal

Joseph Matus

Principal

Individuals and Families

What the Iran Conflict Means for Your Portfolio

March 2, 2026 - The recent events in Iran introduced considerable uncertainty to the trajectory for global economies and financial markets. As is typical with geopolitical issues in the…

Joseph Matus, Principal

Joseph Matus

Principal

Economic and Market Outlooks

What’s on Our Minds

March 2, 2026 - While energy markets have reacted to Operation Epic Fury with an immediate spike in oil and gas prices, historical precedent—such as the 2022 Russia-Ukraine conflict—suggests…

Joseph Matus, Principal

Joseph Matus

Principal

Economic and Market Outlooks

What’s on Our Minds

February 23, 2026 - The Supreme Court’s ruling that International Emergency Economic Powers Act tariffs were unconstitutional offers only temporary trade relief, as the administration is pivoting to alternative…

Joseph Matus, Principal

Joseph Matus

Principal

Economic and Market Outlooks

What’s on Our Minds

February 17, 2026 - After years of AI-driven concentration, 2026 is off to a promising start for diversification, with the Magnificent Seven lagging while value sectors, small caps, and…

Joseph Matus, Principal

Joseph Matus

Principal

Economic and Market Outlooks

What’s on Our Minds

February 9, 2026 - Software stocks have declined sharply amid concerns that AI could enable businesses to build internal capabilities and reduce reliance on enterprise software, though this view…

Joseph Matus, Principal

Joseph Matus

Principal

Economic and Market Outlooks

What’s on Our Minds

February 2, 2026 - Precious metals experienced dramatic declines on Friday following many months of gains, with analysts attributing the crash to factors including Kevin Warsh's Fed chair nomination,…

Joseph Matus, Principal

Joseph Matus

Principal

Economic and Market Outlooks

What’s on Our Minds

January 26, 2026 - Japanese bond markets are grappling with rising yields amid inflation concerns, potential currency intervention, and a new prime minister’s fiscal stimulus plans, while investors push…

Joseph Matus, Principal

Joseph Matus

Principal

Economic and Market Outlooks

What’s on Our Minds

January 12, 2026 - The White House has escalated its conflict with the Federal Reserve through a Department of Justice subpoena of Fed Chair Jerome Powell and attempts to…

Joseph Matus, Principal

Joseph Matus

Principal

Economic and Market Outlooks

2026 Economic and Market Outlook

January 6, 2026 - Deglobalization and advances in AI and robotics are reshaping the 2026 global economy, helping developed nations mitigate slower growth and inflation risks. Central banks are…

Joseph Matus, Principal

Joseph Matus

Principal

Economic and Market Outlooks

What’s on Our Minds

January 5, 2026 - We have a generally positive economic outlook entering 2026, with solid GDP growth driven by consumer spending, manageable inflation, stable employment despite modest job creation…

Joseph Matus, Principal

Joseph Matus

Principal

Economic and Market Outlooks

What’s on Our Minds

December 22, 2025 - Our outlook for 2026 is cautiously optimistic, driven by fiscal stimulus from the One Big Beautiful Bill Act boosting consumer spending, a likely pause in…

Joseph Matus, Principal

Joseph Matus

Principal

Economic and Market Outlooks

What’s on Our Minds

December 15, 2025 - After the government shutdown disrupted data releases, upcoming economic reports are expected to show the economy continuing its recent pattern of slow but steady growth…

Joseph Matus, Principal

Joseph Matus

Principal

Economic and Market Outlooks

What’s on Our Minds

December 8, 2025 - The AI trade has become more selective as investors shift from broad enthusiasm to carefully evaluating individual tech companies’ fundamentals, risks, and actual results.

Joseph Matus, Principal

Joseph Matus

Principal

Economic and Market Outlooks

What’s on Our Minds

December 1, 2025 - Markets rallied to near all-time highs last week as investors welcomed signals of a potential December rate cut and the emergence of dovish Kevin Hassett…

Joseph Matus, Principal

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Dustin Ribergaard

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Stephanie Bellisario

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: 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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