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Wealth Management

Election 2020: Potential Market Implications

Here is a high-level look at the potentially market-moving policy initiatives of the major presidential candidates and the bipartisan initiatives that are likely to be enacted under either administration.

Institutions & Businesses

Target-Date Funds: Why Process Matters

The “set it and forget it” design of target-date funds has made them one of the top investment choices for defined contribution plans. But with this popularity comes many questions, How do you select the “right” target-date suite for your plan? And does
process really matter?

Tax

Tax Policies of Presidential Candidates

A high-level overview of the proposed tax polices of the presidential candidates that could affect individual taxpayers.

 

Category

Market Wrap Videos23 Oct 2020

Market Wrap, October 23, 2020

Chief Equity Strategist Jim Lebenthal summarizes recent market activity for the week ending October 23, 2020.

Retirement Plans20 Oct 2020

Target-Date Funds: Why Process Matters

The ”set it and forget it” design of target-date funds has made them one of the top investment choices for defined contribution plans. But with...

Topical Commentaries19 Oct 2020

The 2020 Valuation Debate

While the focus has been on the presidential debate season, there’s another fierce debate raging on—is the market too expensive? Tom Cohn outlines our position...

Market Wrap Videos16 Oct 2020

Market Wrap, October 16, 2020

Partner & Director of Research Tom Cohn summarizes recent market activity in Cerity Partners Market Wrap for the week ending October 16.

On-Demand Library16 Oct 2020

The Anatomy of a Cyberattack and Ways to Protect Yourself

Cyberattacks are on the rise. Learn tips to safeguard your family and your assets.

Market Wrap Videos09 Oct 2020

Market Wrap, October 9, 2020

In this installment of Cerity Partners Market Wrap, Chief Investment Officer Ben Pace summarizes recent economic and market activity for the week ending October 9,...

On-Demand Library08 Oct 2020

Back to Basics Webinar Series

In our six-part Back to Basics webinar series, you’ll learn actionable tips to help your financial life flourish.

On-Demand Library02 Oct 2020

Will the Market Continue to Climb the Wall of Worry?

The markets and economy are rebounding. Will it last?

Tax02 Oct 2020

Business Tax Policies of the Major Candidates

A high-level overview of the proposed tax policies of the presidential candidates that could affect businesses and business owners.

Monthly Economic & Market Outlook02 Oct 2020

October 2020 Economic Outlook

After a sharp rebound, there are signs the economic recovery may be leveling off. Learn more in our October Economic and Market Outlook.

Market Wrap Videos02 Oct 2020

Market Wrap, October 2, 2020

Chief Equity Strategist Jim Lebenthal summarizes recent market activity for the week ending October 2, 2020.

Market Wrap Videos25 Sep 2020

Market Wrap, September 25, 2020

In this installment of Cerity Partners Market Wrap, Partner Tom Cohn summarizes recent economic and market activity for the week ending September 25.

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