Thought Leadership

Improved consumption, strong production and housing increases have prompted many economists to raise their 2021 GDP estimates. Get more insights in our March Outlook. 

The advisor that you have looking over your retirement plan makes a difference for you and your employees. Learn more.

Tax Planner or Historian? Which is Your Advisor? Learn the three essential tax services that will help you decide.

What is the retirement crisis? In brief, it is the fact that the majority of American workers today are financially unprepared to maintain their preretirement...

Good advisors make a retirement plan better across all dimensions of plan success. Partner Matt Gnabasik shares critical characteristics good plan advisors possess to help...

In a Relationship? So are Your Finances. Learn practical financial tips for managing money as a couple.

The outrage over the GameStop trading restrictions is overshadowing the real risk to investors and the financial markets. Learn what that risk is in the...

While consumer spending remains weak, the prospect of broad vaccine distribution by the end of the quarter should unleash pent up demand. Get more insights...

In their latest commentary, the Investment Office outlines important considerations for investing in Bitcoin and why it is premature to consider it a separate asset...

Cerity Partners’ Investment Office hosts an informative discussion about the events that could drive the markets and economy in 2021.

Partner Matt Olver shares practical tips for people who experience a sudden financial windfall.

2020 took investors for quite a ride, reaching bear territory in March and hitting record new highs by the third quarter. Find out what we’re...