Tax Strategies Webinar Recording: Q1 Tax Planning Strategies for Executives February 3, 2026 - Join Principal Joshua Norman as he discusses strategies to address Q1 tax gaps from bonuses and equity vesting. Joshua Norman, Principal
Economic and Market Outlooks Video: February 2026 Economic and Market Outlook February 3, 2026 - With January in the rearview mirror, Partner and Chief Markets Strategist Jim Lebenthal weighs the influence of positive market and economic forces, such as stimulus… James Lebenthal, Partner & Chief Market Strategist
Economic and Market Outlooks What’s on Our Minds February 2, 2026 - Precious metals experienced dramatic declines on Friday following many months of gains, with analysts attributing the crash to factors including Kevin Warsh's Fed chair nomination,… Joseph Matus, Principal
Economic and Market Outlooks Webinar Recording: Q1 2026 Market & Economic Outlook January 29, 2026 - Join our Investment Office for a timely discussion on the key forces shaping markets as growth steadies and policy shifts take the spotlight. This quarter’s… James Lebenthal and Amita Schultes
Individuals and Families Cerity Partners Completes SOC 2 Cybersecurity Audit January 26, 2026 - Cerity Partners has successfully demonstrated our adherence to the highest industry standards for data security, confidentiality, and operational excellence after completing a SOC 2 Type…
Individuals and Families How to Invest Your Bonus Wisely January 22, 2026 - Annual bonus season is probably the best time for investors to assess their progress toward financial plan goals and reassess the overall investment objectives and… Ben Pace and John Hyman
Investing Why Nonprofits Should Embrace OCIO January 20, 2026 - In today’s increasingly complex investment landscape, nonprofit organizations face growing pressure to steward capital responsibly while advancing their missions. As a result, many nonprofits are… Kyle Adams, Partner
Corporations Establishing Sound Retirement Plan Governance January 12, 2026 - As a retirement plan sponsor, you are responsible for administering the plan and making all material plan decisions. This basic framework helps you conduct overall… Ty Parrish, Partner
Economic and Market Outlooks 2026 Economic and Market Outlook January 6, 2026 - Deglobalization and advances in AI and robotics are reshaping the 2026 global economy, helping developed nations mitigate slower growth and inflation risks. Central banks are… Ben Pace and Joseph Matus
Economic and Market Outlooks Video: January 2026 Economic and Market Outlook January 5, 2026 - As the new year dawns, Partner and Chief Equity Strategist Jim Lebenthal reviews the accuracy of our 2025 expectations before looking ahead. What did we… James Lebenthal, Partner & Chief Market Strategist
Individuals and Families Retirement Planning for Single Women: How to Prepare December 11, 2025 - Women already face gender-specific financial planning challenges. These include a longer life expectancy and a pay gap that results in lower salaries and lower lifetime… Mariella Foley, Partner
Economic and Market Outlooks Video: December 2025 Economic and Market Outlook December 3, 2025 - There’s been recent volatility in the equity markets, reflecting multiple concerns, including a possible AI bubble. But as Partner and Chief Equity Strategist Jim Lebenthal… James Lebenthal, Partner & Chief Market Strategist
Individuals and Families Is the Stock Market Overvalued? What Investors Can Do December 2, 2025 - The last few years have been a good time for U.S. equity investors. But lately, people are questioning if we’re in another stock market bubble… Ralph Coutant, Senior Principal
Economic and Market Outlooks Should Investors Fear an AI Bubble? November 20, 2025 - Investment bubbles have formed countless times in the history of financial markets. Their creation is not the primary cause of concern—the manner in which they… James Lebenthal, Partner & Chief Market Strategist
Estate Planning Simple Ways to Help Avoid Probate: Revocable Living Trusts and More November 18, 2025 - Probate is the legal process through which a deceased person’s estate is administered and distributed. While it serves an important function, it can also be… Paul Chmielewski, Partner
Economic and Market Outlooks Video: February 2026 Economic and Market Outlook February 3, 2026 - With January in the rearview mirror, Partner and Chief Markets Strategist Jim Lebenthal weighs the influence of positive market and economic forces, such as stimulus…
Individuals and Families How to Invest Your Bonus Wisely January 22, 2026 - Annual bonus season is probably the best time for investors to assess their progress toward financial plan goals and reassess the overall investment objectives and…
Individuals and Families Cerity Partners Completes SOC 2 Cybersecurity Audit January 26, 2026 - Cerity Partners has successfully demonstrated our adherence to the highest industry standards for data security, confidentiality, and operational excellence after completing a SOC 2 Type…