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Cerity Partners Insights

Timely investment outlooks, best practices, and actionable planning strategies to inform and guide your decision making.

Joshua Norman and Paul Chmielewski

Business Owner Advisory

13 Key Takeaways from the One Big, Beautiful Bill Act 

July 16, 2025 - Hear more from our specialists on 13 of the most important takeaways from the One Big, Beautiful Bill Act and its potential impact on your…

Joshua Norman and Paul Chmielewski

Rita Lee

Partner

Individuals and Families

Where Women Should Invest $1 Million 

July 15, 2025 - It’s important to consider how gender-specific financial challenges might impact large investments. Learn about the challenges & opportunities women face in investing.

Rita Lee, Partner

Joe Ferreira, Sam Marshall and Jack Rabuck

Incentive Stock Options

Incentive Stock Options and the Alternative Minimum Tax Catch-22

July 8, 2025 - Here’s why AMT can be problematic: If you exercise enough incentive stock options and continue to hold the stock from the options you exercised, you…

Joe Ferreira, Sam Marshall and Jack Rabuck

Ben Pace

Partner & Chief Investment Officer

Economic and Market Outlooks

Third Quarter 2025 Economic and Market Outlook

July 8, 2025 - Global economic growth is modest, with the United States rebounding from a tariff-driven slowdown and central banks around the world cautiously balancing inflation and growth…

Ben Pace, Partner & Chief Investment Officer
Estate Planning

Video: Navigating Special Needs Trusts

July 7, 2025 - Learn how special needs trusts can provide long-term financial stability and preserve public benefits for individuals with physical or mental disabilities.

Joshua Norman

Principal

Individuals and Families

NUA: The Key to Reducing Tax Liability on Your Employee Stock Shares

July 2, 2025 - Employee Stock Ownership Plans (ESOPs) are a great way to build retirement savings. If your ESOP allows for a distribution that qualifies as a Net…

Joshua Norman, Principal

Andrejs Pilajevs

Principal

Cross-Border Planning

Portugal for U.S. Expats

July 2, 2025 - This Insight examines the key considerations for U.S. expats considering a move to Portugal, whether as full-time retirees, part-time residents, digital nomads, or investors seeking…

Andrejs Pilajevs, Principal
Economic and Market Outlooks

Video: July 2025 Economic & Market Outlook

July 1, 2025 - The financial markets seem to be sending us a message about presidential policies and the “Big, Beautiful Bill.” Jim Lebenthal explores what they might be…

Joseph Matus

Principal

Economic and Market Outlooks

What’s On Our Minds This Week

June 30, 2025 - Despite sharp volatility and trade policy uncertainty in the first half of 2025, markets are flexing a newfound optimism about the path forward.

Joseph Matus, Principal

Adam Sandler

Senior Principal

Individuals and Families

Private Placement Life Insurance

June 26, 2025 - The concept behind PPLI is simple: by investing inside a life insurance policy, you take advantage of the favorable tax treatment granted to life insurance.…

Adam Sandler, Senior Principal
Economic and Market Outlooks

Video: June 2025 Economic & Market Outlook

June 2, 2025 - Markets have rebounded, and recession risks have eased—Jim Lebenthal weighs in on what investors should watch in this market outlook.

Kim Curtis

Partner

Individuals and Families

5 Mistakes Athletes Make with Name, Image, and Likeness Income  

May 29, 2025 - The Name, Image, and Likeness (NIL) era has transformed collegiate athletics, but that opportunity comes with responsibility. Learn how to avoid five common mistakes.

Kim Curtis, Partner

Natalia Tchetchoulina

Partner

Estate Planning

How to Pass Down Prized Jewelry, Art, and Cars  

May 28, 2025 - Contemporary collectors want to convey their legacy to future generations. Learn how to properly pass down jewelry, art, and more to ensure the legacy endures.

Natalia Tchetchoulina, Partner
Individuals and Families

Webinar Recording: Navigating Property Insurance

May 21, 2025 - Climate change, natural disasters, and industry-wide challenges have sent homeowners insurance rates soaring and caused some insurance companies to cancel policies. In this on-demand presentation,…

Economic and Market Outlooks

Webinar Recording: Q2 2025 Market & Economic Outlook

May 16, 2025 - Watch our Investment Office’s timely assessment of recent market volatility and economic uncertainty. This quarter’s market update assesses the economic landscape before and after the…