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Joseph Matus

Principal

Economic and Market Outlooks

What’s on Our Minds

November 24, 2025 - Despite recent market pullbacks, the AI sector is not experiencing a bubble bursting but rather a healthy market correction where investors are becoming more selective…

Joseph Matus, Principal

Joseph Matus

Principal

Economic and Market Outlooks

What’s on Our Minds

November 17, 2025 - The 43-day government shutdown temporarily reduced Q4 2025 GDP by 1.5%, but federal operations have resumed and most economic impact will be recovered in Q1…

Joseph Matus, Principal

Joseph Matus

Principal

Economic and Market Outlooks

What’s on Our Minds

November 10, 2025 - The Secured Overnight Financing Rate—a key short-term borrowing rate—has risen above normal levels due to quantitative tightening and the government shutdown, but these pressures should…

Joseph Matus, Principal

Joseph Matus

Principal

Economic and Market Outlooks

What’s on Our Minds

November 3, 2025 - Despite the government shutdown preventing official employment data release, alternative indicators like ADP reports, jobless claims, and Indeed postings point to a labor market in…

Joseph Matus, Principal

Joseph Matus

Principal

Economic and Market Outlooks

What’s On Our Minds

October 27, 2025 - The latest Consumer Price Index data shows headline inflation remaining around 3%, which shouldn’t prevent the Federal Reserve from cutting rates again this week given…

Joseph Matus, Principal

Joseph Matus

Principal

Economic and Market Outlooks

What’s On Our Minds

October 20, 2025 - Two auto-industry bankruptcies involving alleged fraud have spooked markets and raised concerns about systemic lending problems, but current data suggests these are isolated incidents rather…

Joseph Matus, Principal

Joseph Matus

Principal

Economic and Market Outlooks

What’s On Our Minds

October 13, 2025 - When building a diversified portfolio, there's a good case to be made for including international stocks.

Joseph Matus, Principal

Joseph Matus

Principal

Economic and Market Outlooks

What’s On Our Minds

October 6, 2025 - With federal employment data sources dark during the government shutdown, estimates from ADP and Revelio suggest modest September payroll gains of roughly 38,000, consistent with…

Joseph Matus, Principal

Joseph Matus

Principal

Economic and Market Outlooks

What’s On Our Minds

September 29, 2025 - The drop in weekly jobless claims highlights a labor market still defined by limited hiring but minimal firing, leaving consumer spending largely unaffected for now.

Joseph Matus, Principal

Joseph Matus

Principal

Economic and Market Outlooks

What’s On Our Minds

September 22, 2025 - Despite softer labor markets, August retail sales climbed solidly, with spending supported by rising wages, strong retiree wealth, and future tax refund tailwinds.

Joseph Matus, Principal

Joseph Matus

Principal

Economic and Market Outlooks

What’s On Our Minds

September 15, 2025 - Core goods inflation ticked up modestly due to tariff pressures, but broader disinflation trends and weakness in the labor market remain the Fed’s primary focus.

Joseph Matus, Principal

Joseph Matus

Principal

Economic and Market Outlooks

What’s On Our Minds

September 8, 2025 - Despite August’s weak jobs report, equity markets rallied on expectations that looser monetary policy, fiscal stimulus, and steady corporate earnings will sustain economic growth.

Joseph Matus, Principal

Joseph Matus

Principal

Economic and Market Outlooks

What’s On Our Minds

September 3, 2025 - July’s income and spending data showed steady income growth and resilient consumption, while sticky 3% inflation highlights the Fed’s challenge of reaching its 2% target…

Joseph Matus, Principal

Joseph Matus

Principal

Individuals and Families

Opportunity Zones Under the One Big Beautiful Bill Act

August 25, 2025 - Originally enacted as part of the Tax Cuts and Jobs Act of 2017, Opportunity Zones (OZs) were created to channel private capital into economically distressed…

Joseph Matus, Principal

Joseph Matus

Principal

Economic and Market Outlooks

What’s On Our Minds

August 25, 2025 - At the Fed’s Jackson Hole symposium, Jerome Powell shifted focus toward labor market risks, downplayed tariff-driven inflation, and hinted at potential September rate cuts, sparking…

Joseph Matus, Principal

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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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