Economic & Market Updates Webinars

Q1 2023 Economic and Market Outlook

In this webinar recording, our Investment Office discusses the path for inflation going forward, what’s in store for asset markets in 2023, and more.

Download PDF

Please read important disclosures here.

Meet the Author

Ben Pace

Leadership Team

Ben is the Chief Investment Officer and a Partner in the New York office. He leads the firm’s Investment Committee and is a member of the Leadership Team. He has more than thirty-five years of experience in investment management. Ben has been featured in the Wall Street Journal and Reuters, and is a frequent commentator […] ...

Meet the Author

James Lebenthal

Client Advisory

Jim is the firm’s Chief Equity Strategist and a Partner in the New York office. He has over twenty-five years of experience managing investment portfolios and is a regular contributor on CNBC. Prior to joining Cerity Partners, Jim served as the Chief Executive Officer and Chief Investment Officer of Lebenthal Asset Management LLC, where he […] ...

Meet the Author

Christian Thwaites

Client Advisory

Christian is a Partner in the North Bay office. ...

Continue watching

Q1 2024 Economic and Market Outlook

Gain expert insights on 2024’s economic landscape with our Investment Office’s Q1 Webinar: navigating U.S. growth slowdowns, Fed rate cuts, inflation trends, global equity market shifts, and fiscal deficit challenges in an election year.

Q4 2023 Economic and Market Outlook Webinar

In this webinar, our Investment Office will discuss inflation, the strength of the economy, risk of recession, key risks to the market in 2024, and more.

Q3 Economic & Market Outlook Webinar

In this webinar recording, our Investment Office discusses the resiliency of labor markets, earnings and economic growth, cooling inflation, and more.

Navigating International Estate Planning: Preserving Your Global Assets

Please join us for an engaging and informative webinar designed to introduce you to the key components of international estate planning. As we are living in an increasingly globalized world, estate planning has transcended beyond borders, making it critical to understand the various rules, regulations, and potential pitfalls across different jurisdictions.

Our Concierge Program offers a simple, personalized approach to finding your ideal financial advisor.

Schedule your complimentary 30-minute discovery call so we can understand your unique financial and life goals and match you with the advisor most well suited to help.

Dustin Ribergaard

Lead Concierge

Book your meeting

This 30-minute call with me is designed to better understand your unique financial and life goals and match you with the advisor most well suited to help.

Looking forward to
speaking with you!

Lead Concierge

Dustin Ribergaard

Thank you for booking a meeting with us!

We look forward to connecting with you soon.

Here are some valuable insights to read before your meeting

Estate Planning

2024 Gift, Estate, and GST Tax Changes

Partner Paul Chmielewski highlights the gift, estate and GST tax changes for 2024.

Investing

5 Things to Do in a Down Market

Volatile 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…

Charitable Giving

A Guide to Charitable Gifting Options

Discover the power of purposeful giving with our guide on current charitable gifting options. Explore Private Foundations, Charitable Remainder Trusts, and Donor Advised Funds to…

For general inquiries, click here | For institutions and non-profits, click here

For general inquiries, click here
For institutions and non-profits, click here

By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.

Our Concierge Program offers a simple, personalized approach to finding your ideal financial advisor.

Schedule your complimentary 30-minute discovery call so we can understand your unique financial and life goals and match you with the advisor most well suited to help.