Economic and Market Outlooks What’s on Our Minds This Week February 4, 2025 - Equity markets appear to be healthier in 2025, with solid performance expanding beyond the technology sector.
Estate Planning Why Wyoming? Tax and Trust Advantages for Non-Residents James R. Keller | January 24, 2025
Individuals and Families High Earners and Social Security: Your Updated Strategy for Maximizing Benefits Jenny Huelsman | January 21, 2025
Individuals and Families California Wildfires: Practical Advice for Those Facing the Unthinkable | January 13, 2025
Economic and Market Outlooks Five Questions on Our Minds for 2025 January 7, 2025 - After turning the page on an action-packed 2024, here are five questions on our minds as we ponder the potential paths forward for 2025. These questions are intentionally provocative but are an important exercise in thought as we prepare to navigate a multitude of risks, opportunities, and surprises that are in store for us over the next 12 months.
Economic and Market Outlooks 2025 Economic and Market Outlook January 7, 2025 - In 2025, strong consumer spending backed by a healthy labor market should continue to power U.S. economic growth, which is poised to continue to outpace other global economies. A broadening in U.S. equity markets should allow small- and mid-cap names to catch up to the performance of the technology giants, while bond markets may need to brace for some volatility amid a cautious easing campaign.
Individuals and Families Optimize Your Financial Health in the New Year January 6, 2025 - Step into 2024 with confidence in your financial future. Optimize Your Financial Health in 2024, offers insights for comprehensive financial planning. Covering everything from tax strategies to investment reviews, we provide actionable steps to align your financial goals with personal aspirations, helping to ensure a prosperous year ahead.
Estate Planning Special Needs Trusts: The Fundamentals December 5, 2024 — Special needs trusts (SNTs) help families provide for loved ones with disabilities while safeguarding eligibility for critical government benefits.
Economic and Market Outlooks December 2024 Economic & Market Outlook December 4, 2024 — Our December 2024 Economic & Market Outlook analyzes the market implications of Trump’s re-election, including his policy agenda and cabinet appointments. We explore inflation trends, labor market conditions, and equity market performance as the U.S. economy shows continued resilience heading into 2025.
Estate Planning Why State Taxes Matter in Estate Planning November 11, 2024 — On January 1, 2026, the federal estate tax exemption amount is scheduled to automatically decrease from $13.99 million per person (in 2025) to approximately $7 million per person in 2026.
Economic & Market Update November 2024 Economic & Market Outlook November 8, 2024 — Explore the November 2024 Economic & Market Outlook, where we examine inflation trends, labor market conditions, and global economic growth. With attention to recent policy shifts, market rotations, and potential implications of the U.S. election results, this outlook offers valuable insights to help investors consider year-end market developments and prepare for 2025.
Economic & Market Update 2024 Election: Initial Market Reactions November 6, 2024 — Examine the market’s response to the 2024 election results. Cerity Partners discusses the potential impacts of new government policies on investments and the broader economy.
Estate Planning 2024 Gift, Estate, and GST Tax ChangesPartner Paul Chmielewski highlights the gift, estate and GST tax changes for 2024.
Individuals and Families 5 Things to Do in a Down MarketVolatile markets can shake the confidence of even the most committed long-term investors. Starting with a comprehensive financial plan, understanding just how much risk you…
Estate Planning A Guide to Charitable Gifting OptionsDiscover the power of purposeful giving with our guide on current charitable gifting options. Explore Private Foundations, Charitable Remainder Trusts, and Donor Advised Funds to…
