We are committed to sharing valuable insights that help you grow and protect your wealth. The videos below feature our colleagues and industry experts discussing timely topics related to the 2020 election and COVID-19. We hope these discussions help you keep current events in perspective when reviewing your financial plan and the actions you want to take.
If you have any questions or would like to continue the conversation, feel free to contact your Cerity Partners advisor or email us at firstname.lastname@example.org.
Bob Smith, Partner and Market Leader for Cleveland Office
Stefan Ludlow, Cerity Partners and Adam Moseley, Charles Schwab
Cyberattacks are on the rise. Learn tips to safeguard your family and your assets.
Kathryn Jodon, CPA and Erica Cameron, CFP®, Cerity Partners
Taxes are a hot topic for elections. Learn about the proposed tax policies of the major presidential candidates and planning considerations.
Tom Cohn, CFA® and Tony Basalla, Cerity Partners
Diversification is one of the primary drivers of effective investment management. Learn how Cerity Partners constructs client portfolios.
Jim Lebenthal, CFA® and Matt Olver, CFP®, Cerity Partners
A combination of fiscal and monetary policy is helping the economy recover from the pandemic. Learn about the potential long-term repercussions.
Dr. Robert Alexander, Ohio Northern University and Spencer Roule, Cerity Partners
Increase your understanding of this institution and the role it plays in presidential elections.