Posts
- Inflation Not Just In Goods, But Also Labor
- May 2022 Economic & Market Outlook
- Cerity Partners Welcomes Permit Capital Advisors
- FAANG NAILS
- Tug of War: Fed vs. Earnings
- Barron’s: How Financial Advisors Care for Grieving Clients
- Cerity Partners Named NAPA 2021 Top DC Advisor Multi-Office Firms
- Why Budgeting Gives You Greater Control Over Your Financial Life
- Cerity Partners Merges with Boston-based Daintree Advisors
- War in Europe
- Cerity Partners Expands Texas Presence Via Merger with Investec Wealth Strategies
- Cerity Partners Named a 2022 Best Places to Work for Financial Advisers
- Choosing Between Traditional Medicare and the ExxonMobil Medicare Primary Option (MPO)
- 4 Strategies to Deal with XOM Stock in the EMSP
- 6 Steps to Take Now if You’re Exiting ExxonMobil
- Explanation of ExxonMobil Earning Bonus Units (EBUs)
- 4 Savings Plan Options for ExxonMobil Employees
- 6 Questions If You’re Within 5 Years of Retirement at ExxonMobil
- How Much ExxonMobil NUA Stock is Too Much?
- 4 Questions to Develop an ExxonMobil Savings Plan (EMSP) Strategy
- XOM & XTO Employees: Think About Your ExxonMobil Savings Plan (EMSP)
- 4 Investing Mistakes in the EMSP
- 3 Things to Ask Yourself Before Joining a Board
- Is This What Market Capitulation Looks Like?
- The Benefits (and Limitations) of Tax-Loss Harvesting
- Four Steps to Take When You Inherit an IRA
- 2022 Economic & Market Outlook
- Cerity Partners Adds Brouwer & Janachowski
- Inflation 2022: Supply Catches Up to Demand
- IPO Windfall: How to Incorporate Charitable Giving Into Your Financial Plan
- Expanding Your Estate Planning Toolbox With SLATs
- Is the Grass Greener Outside of the Golden State?
- Review of Current: A Debit/ATM Card and App for Teens
- When a Financial Planner Becomes a Dad
- The Dutch House by Ann Patchett (Lessons in Estate Planning)
- Saving for Your Child’s Future: 3 Options to Consider
- California Property Taxes Post Proposition 19: The Makeover
- Making Sense of Biden’s Tax Proposal
- Generation Skipping Trusts
- The Stretch Is Dead: Estate Planning Options for IRA Accounts Post-SECURE Act
- Gifting Strategies
- Are Roth IRA Conversions Becoming More Compelling?
- Legacy Planning With 529 Plans
- How Do Federal Tax Laws Get Passed?
- What the SECURE Act Means for Qualified Charitable Distributions
- My company is publicly traded but I’m subject to insider trading restrictions.
- Cerity Partners Announces Merger with B|O|S
- Profit Sharing & Money Purchase Pension Plans
- Cash Management Strategies: Where Should I Park My Extra Cash
- Should I Pay Off My Mortgage? New Tax Law Changes the Math for Some
- California Homeowners’ Exemption vs. Homestead Exemption: What’s the Difference?
- Various Investments
- Taking Time Off
- Navigating Estate Planning Opportunities
- What’s My Tax Strategy?
- A large sum of cash is coming my way, should I invest it all at once?
- Do I Need a Financial Advisor?
- Barron’s: Advisor Firms’ Most Popular Perks
- Jennifer Ellison Selected as Forbes’ Best-In-State Wealth Advisors
- Aaron Waxman Selected as Forbes’ Best-In-State Wealth Advisors
- Jennifer Ellison Selected As Forbes’ Top Women Wealth Advisors
- Erica Cameron Nominated Crain’s Cleveland 2021 Notable Wealth Managers
- Estate Planning Strategies for Married Couples in the New Decade
- Margin Borrowing
- IRS Guidance on Clawback of Gift & Estate Tax Exemption
- Dreaming of Downsizing? An Upside Property Tax Consideration
- Going Public With SPACs
- Oh My Cron!
- March 2022 Economic Outlook
- February 2022 Economic Outlook
- What’s New in 2022: Gift and Estate Tax Exemption Updates
- Why Your Estate Plan Needs a Letter of Intent
- December Economic Outlook
- November Economic Outlook
- Why LGBTQ+ Investors Need a Financial Advisor
- Strategies to Help Your Child Buy a Home
- The RIA Consolidation Frenzy
- First Quarter Review and April 2022 Outlook
- Third Quarter Review and Year-End Outlook
- Executive Financial Counseling: Planning to Protect Your Life’s Work
- Warning Signs for American Expat Investors Working with Large U.S. Investment Firms
- Cerity Partners Named to Barron’s 2021 Top 100 RIA Firms List
- The Latest On Possible Estate Planning Law Changes: What You Need to Know
- September Economic Outlook
- Outsourcing Your RFP Can Save You Time & Money
- Risks and Rewards of Long-Duration Stocks
- Why Major U.S. Brokerage Firms Are Closing Accounts Owned by Foreign Residents
- Three Things to Consider When Moving to a Non-Income Tax State
- August Economic Outlook
- Benchmarking Your Retirement Plan
- Gatekeepers share their biggest fears for the rest of the year
- Cerity Partners: Old School, New Era
- 2022 Economic and Market Outlook: A Lot To Talk About
- Economic and Market Update: Supply Side Economics
- Economic and Market Update: Post-Global Pandemic
- Crain’s Roundtable on Wealth Management
- Interest Rates and the Effect on Technology Stocks
- June 2021 Economic Outlook
- “Transitory” Inflation?
- Cerity Partners Announces New Head of Corporate Development
- July 2021 Economic Outlook
- May 2021 Economic Outlook
- Socially Responsible Investing
- What You Need To Know About the “For the 99.5% Act”
- How to Declutter Your Financial Life This Spring
- April 2021 Economic Outlook
- Managing Your Federal Student Loans
- Retirement Plans & Behavioral Finance 101 (Part 1)
- Master These Six Biases to Improve Employee Retirement Readiness
- Solving the Retirement Readiness Crisis
- An Industry in Transition Podcast
- The RIA roll-up market has seen a decade of explosion
- Five Key Trends in Defined Contribution Retirement Plans
- Cerity Partners Named a 2021 Best Places to Work for Financial Advisers
- March 2021 Economic Outlook
- Is Your Retirement Plan Advisor an Asset or Liability?
- Evaluating Your Tax Advisor
- Solving the Retirement Readiness Crisis
- The Power of a Good Retirement Plan Advisor
- Managing Money as a Couple
- Socially Responsible Investing
- Executive Financial Counseling: Why It Helps Executives Grow In Their Role
- Executive Financial Counseling: Good For You and Your Company
- Executive Financial Counseling: Planning to Protect Your Life’s Work
- Q1 2022 Market & Economic Outlook Webinar Recording
- Intraweek Market Intelligence: May 11, 2022
- Intraweek Market Intelligence: April 27, 2022
- Intraweek Market Intelligence: April 13, 2022
- Intraweek Market Intelligence: March 16, 2022
- Intraweek Market Intelligence: March 2, 2022
- Intraweek Market Intelligence: February 9, 2022
- Intraweek Market Intelligence: January 26, 2022
- Intraweek Market Intelligence: January 12, 2022
- Intraweek Market Intelligence: December 29, 2021
- Intraweek Market Intelligence: December 15, 2021
- Intraweek Market Intelligence: December 1, 2021
- Intraweek Market Intelligence: November 17, 2021
- Intraweek Market Intelligence: November 3, 2021
- Intraweek Market Intelligence: October 20, 2021
- Intraweek Market Intelligence: October 6, 2021
- Intraweek Market Intelligence: August 25, 2021
- Intraweek Market Intelligence: August 11, 2021
- Intraweek Market Intelligence: July 28, 2021
- Intraweek Market Intelligence: July 14, 2021
- Intraweek Market Intelligence: June 30, 2021
- Intraweek Market Intelligence: June 23, 2021
- Intraweek Market Intelligence: June 16, 2021
- Intraweek Market Intelligence: June 9, 2021
- Intraweek Market Intelligence: June 2, 2021
- Intraweek Market Intelligence: May 26, 2021
- Intraweek Market Intelligence: May 19, 2021
- Intraweek Market Intelligence: May 12, 2021
- Intraweek Market Intelligence: May 5, 2021
- Intraweek Market Intelligence: April 28, 2021
- Intraweek Intelligence: April 21, 2021
- Intraweek Intelligence: April 14, 2021
- Intraweek Intelligence: April 8, 2021
- Intraweek Intelligence: March 31, 2021
- Intraweek Intelligence: March 24, 2021
- Intraweek Intelligence: March 18, 2021
- Intraweek Intelligence: March 10, 2021
- Intraweek Intelligence: March 4, 2021
- Intraweek Intelligence: February 24, 2021
- Intraweek Intelligence: February 17, 2021
- Intraweek Intelligence: February 10, 2021
- Intraweek Intelligence: February 4, 2021
- Cerity Partners Adds Bainco International Investors
- The Real Risk of the GameStop Short Squeeze
- February 2021 Economic Outlook
- Bitcoin: Time to Make It a Separate Asset Class?
- Sudden Wealth Planning
- 2021 Economic & Market Outlook
- Selecting the Right Independent Trustee
- Planning Fuels Resiliency
- Rich Americans Who Fear Higher Taxes Hurry to Move Money Now
- Working Remotely—A Taxing Inconvenience
- Retirement Plan Experts Applaud Raising RMD Age
- Cerity Partners Announces the Addition of Two Teams
- The Empire State Strikes Back: Relocation during pandemic creates tax pitfall
- December 2020 Economic Outlook
- Post-Election Estate Planning: Why You Should Act Before 2021
- Year-End Tax Planning: What to Consider Post-Election
- 2021 Market & Economic Outlook Webinar Recording
- What You Need to Know About the “For the 99.5% Act” Webinar Recording
- 2021 Market & Economic Outlook Webinar Recording
- 2021 Market & Economic Outlook: Six Investment Themes to Watch
- Intraweek Intelligence: January 27, 2021
- Intraweek Intelligence: January 21, 2021
- Market Wrap, January 8, 2021
- Market Wrap, December 18, 2020
- Market Wrap, December 11, 2020
- Market Wrap, December 4, 2020
- Market Wrap, November 20, 2020
- Market Wrap, November 13, 2020
- Cerity Partners Expands C-Suite with New Chief Client Officer
- As Defined Contribution Plans Gain Complexity, Advisors Lend A Hand
- Election 2020: Initial Market Reactions
- The Inevitable Second Round
- Target-Date Funds: Why Process Matters
- The 2020 Valuation Debate
- Tax Talk on the Campaign Trail: What Proposed Policies Could Mean for You
- The Anatomy of a Cyberattack and Ways to Protect Yourself
- Market Wrap, November 6, 2020
- Market Wrap, October 30, 2020
- Market Wrap, October 23, 2020
- Market Wrap, October 16, 2020
- Market Wrap, October 9, 2020
- Will the Market Continue to Climb the Wall of Worry?
- Market Wrap, October 2, 2020
- Market Wrap, September 25, 2020
- Market Wrap, September 18, 2020
- Business Tax Policies of the Major Candidates
- Tax Policies of Presidential Candidates
- Trustees: Policies and Procedures to Mitigate Risk (Part 4 of 4)
- Athletes Affecting Change Through Charitable Giving
- Election 2020: Potential Market Implications
- Cerity Partners Recognized as One of Barron’s 2020 Top Independent Advisors
- 401(k) Best Practices: A Guidebook for Plan Sponsors
- Market Wrap, September 11, 2020
- Market Wrap, September 4, 2020
- November 2020 Economic Outlook
- October 2020 Economic Outlook
- September 2020 Economic Outlook
- Back to Basics Webinar Series
- Market Wrap, August 28, 2020
- The Fed’s New Take on Inflation Targeting
- Private Equity in Defined Contribution Plans
- Finding the Right Fit: What to Look for in a Partner
- What’s Up with Gold?
- Market Wrap, August 21, 2020
- Market Wrap, August 14, 2020
- Tax Considerations for NY Residents
- New Fiscal Stimulus. What’s in the Executive Orders? What’s Still on the Table?
- Trustees: Investment Philosophy and Investment Policy Statements (Part 3)
- Market Wrap, August 7, 2020
- What to Expect for the Rest of 2020
- August 2020 Economic Outlook
- New York’s Wealthiest Flocking to Florida Even While Covid Rages
- Market Wrap, July 31, 2020
- Cerity Partners Recognized as Top 300 Financial Adviser
- Trustees: Risk Mitigation Through Regular Reviews and Delineated Investment Approach (Part 2)
- Road to Recovery Webinar
- Market Wrap, July 24, 2020
- Market Wrap, July 17, 2020
- 2020 IRA Planning Opportunities
- Reflection Leads to Better Investment Decisions
- Market Wrap, July 10, 2020
- Trustees: Risk Mitigation and Best Practices (Part 1)
- Safe Harbor Protections for Electronic Disclosure Delivery
- Market Wrap, June 26, 2020
- Avoid the Trustee Trap
- Market Wrap, June 19, 2020
- Market Wrap, June 12, 2020
- CARES Act Incentivizes Charitable Giving
- Reality Sets In: Markets Drop Nearly 6%
- COO Roundtable Podcast
- Paycheck Protection Program – June 9, 2020
- Cybersecurity: Minimizing Plan Sponsor Fiduciary Responsibility
- Market Wrap, June 5, 2020
- July 2020 Economic Outlook
- June 2020 Economic Outlook
- Market Wrap, May 29, 2020
- Tax Treatment of Home Offices
- Market Wrap, May 22, 2020
- Paycheck Protection Program – May 19 Update
- Estate Planning Opportunities for Today’s Environment
- Paycheck Protection Program – May 15 Update
- Paycheck Protection Program – May 7 Update
- Market Wrap May 15, 2020
- Market Wrap May 8, 2020
- May 2020 Economic Outlook
- Don’t Eat the Marshmallow! Staying Disciplined During Turbulent Markets
- You Just Got a Refund Check from Your Child’s College. Now What?
- Where Are the Vigilantes? Government Debt in the Modern Era
- Market Wrap May 1, 2020
- Market Wrap April 24, 2020
- April 23 Market & Economic Update Conference Call
- Market Wrap April 17, 2020
- Paycheck Protection Program: Loan Forgiveness Checklist
- Managing Your Finances in Unprecedented Times
- Clients keep their cool as stocks tank
- April 2020 Economic Outlook
- COVID-19 Relief for Businesses: Overview of Loan Programs
- What Would Turn Us Bearish
- Market Update on the Coronavirus Impact Conference Call
- Global Markets: Bottoming Is A Process
- No Fiscal Gain. More Market Pain.
- Oil Price War Fuels Another Market Sell-Off
- Investment Outlook Conference Call
- March 2020 Economic Outlook
- Continued Market Volatility Around the Coronavirus
- February 2020 Economic Outlook
- Coronavirus Fuels Market Volatility Commentary
- 2020 Investment Outlook
- Fourth Quarter 2019 Market Commentary
- January 2020 Economic Outlook
- Don’t Sell Me Short Commentary
- December 2019 Economic Outlook
- Five Tax-Planning Opportunities Commentary
- November 2019 Economic Outlook
- Third Quarter M&A Market Commentary
- Plan Lineup Simplification
- Private Partnerships: Positioning Your Practice for Long-Term Growth
- Investment and Wealth Management Firm HPM Partners Rebrands to Cerity Partners
- Why a red-hot RIA channel may be bad for business: Q&A with Cerity Partners CEO Kurt Miscinski
- Easing of 401(k) and 403(b) Hardship Withdrawals
- Manufacturing Report Sparks Recession Concerns
- Third Quarter 2019 Market Commentary
- Sincerely Yours, What’s in a name?
- Barron’s: There’s Still Time to Get a Tax Boost by Contributing to an IRA
- October 2019 Economic Outlook
- Study Group: Is an In-House Legal Team Right for Your Firm?
- Five Best Practices for Retirement Plan Committees
- September 2019 Economic Outlook
- Perspective on yield curve inversion
- Escalation of the Trade War with China
- Fed Rate Reduction Commentary
- August 2019 Economic Outlook
- Cerity Partners Announces Merger with $11 Billion Blue Prairie Group
- Merger mania: Why consolidation in the RIA space is about to explode
- Crain’s 2019 Notable Women in Banking & Finance
- Current Bull Market Investment Commentary
- Bob Smith’s Appointment to JobsOhio Board
- Cerity Partners Announces Merger with Karsten Advisors
- Cybersecurity: Five Ways to Help Protect Yourself and Your Family
- Second Quarter 2019 Market Commentary
- July 2019 Economic Outlook
- SECURE Act – Legislative Update
- 8 Mistakes That Can Wreck Your Buy-and-Hold Strategy
- Do This Before You Get Married
- Cerity Partners Recognized as Top 300 Financial Adviser
- June 2019 Economic Outlook
- Estate Planning: The Power of Now
- Trade Tensions Commentary
- May 2019 Economic Outlook
- First Quarter 2019 Market Commentary
- April 2019 Economic Outlook
- The Recession Cometh (Eventually)
- Corporate Bonds: Predictable yields provide retirement appeal
- Potential Implications of Yield Curve Inversion
- Benefits of Private Trust Companies Commentary
- March 2019 Economic Outlook
- Family Charters: A Guiding Light for Managing Family Businesses and Other Property
- February 2019 Economic Outlook
- 2019 Investment Outlook
- Why couples should prepare for divorce before the wedding
- 2019 Economic & Market Outlook Conference Call
- Fourth Quarter Market Commentary
- Markets Delivering a Message
- December 2018 Market Commentary
- On the Road: Gatekeeper meetings in Minnesota and New York
- Tax planning tips for $5,000 noncash charitable contributions
- December 2018 Economic Outlook
- Raising Children into Wealth
- The Case for International Investing
- Opportunity Zones Program
- One Key to Selling Your Practice: Preparation, Preparation, Preparation
- Cerity Partners Announces Merger with EMM Wealth
- Cerity Partners buys EMM Wealth to hit $26bn
- 7 Signs You Have a Good Retirement Plan Advisor
- Cerity Partners Merges with 30-Year Industry Veteran, Sullivan & Serwitz
- Perpetual Education Trusts
- The Importance of Staying Invested Throughout Market Cycles
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