Thought Leadership

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...

Chief Compliance Officer Stuart Evans and Director of Technology Stefan Ludlow discuss how business continuity plans can bolster a practice’s resiliency.

In The Empire State Strikes Back, we explored the potential tax pitfall of relocating to another state during the pandemic. There is another common scenario...

Did you relocate during the pandemic? Your move might have unintended tax consequences. Principal Cheryl Donaldson explains why.

Renewed business closures and mobility constraints in the U.S. have been targeted and regional in nature, which should lessen the impact on fourth-quarter GDP. Get...

In a follow-up to his Estate Planning: The Power of Now article, Chief Planning Officer Paul McGloin explains the renewed sense of urgency for affluent...

Year-end tax planning has an added layer of complexity in 2020—weighing the known vs. the unknown. We’ve outlined a few key areas you may want...

The lack of an immediate decision in the presidential election led to a volatile evening in equity market futures. Find out why the choppiness could persist.

Despite an extremely strong third quarter, U.S. GDP is still down for the year and will likely stay down, even if the optimistic fourth-quarter forecasts...