Thought Leadership

“For the 99.5% Act,” the proposed federal legislation pending in Washington, is expected to have a dramatic effect on the estate planning landscape for wealthy...

Despite the prospect of tax increases from the new administration, the persistence of the pandemic, supply chain constraints, and greater regulation in China, growth above...

RFPs are critical to confirming the reasonableness of fees paid to retirement plan service providers. Read to learn more about how outsourcing this critical fiduciary...

Many expats and multi-national residents are working with investment firms that are increasingly abandoning this service. We explore why firms are discarding these complex clients,...

The growth rate of the U.S. economy likely peaked with the second quarter GDP result, but growth is expected to remain at historically high levels...

Benchmarking your retirement plan regularly is a best practice all plan sponsors should follow. But benchmarking your plan is about more than just confirming the reasonableness...

High vaccination rates, broad economic reopenings, and the subsequent release of pent-up demand led to economic growth in the quarter that will be close to...

Cerity Partners Investment Office discusses the events that could drive the markets and economy in the second half of 2021.

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

The global economy continues to slowly recover from the brief, but severe pandemic-induced recession. Find out what this could mean for markets and investors in...

This year has seen much attention paid to the prospects of higher inflation and, along with it, higher interest rates. The stock market has generally...

Speakers Paul McGloin, Jim Lebenthal, and Dana Foley discuss the “For the 99.5 Percent Act,” a bill introduced to the House in March, and how...