Economic & Market Updates Webinars

Q3 2024 Economic and Market Outlook

After sticky inflation captured most of the focus in the first quarter, the second quarter brought some relatively weaker economic data that called into question key areas of economic resilience. Tune in to hear the Investment Office’s latest thinking on the economic picture heading into the second half of the year, an overview of the risks and opportunities in financial markets, and what it all means for your portfolio.

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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 […] ...

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Amy Lange

Client Advisory

Amy is a Partner in the Los Angeles office. She is a member of the Cerity Partners Investment Committee that oversees the firm’s investment philosophy and process. Amy is a CFA and CFP professional. Amy specializes in communicating complex economic and investment concepts to clients in clear, succinct language. Her goal is to help them […] ...

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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. ...

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Q3 2024 Economic and Market Outlook

Tune in to hear the Investment Office’s latest thinking on the economic picture heading into the second half of the year, an overview of the risks and opportunities in financial markets, and what it all means for your portfolio.

Q2 2024 Economic and Market Outlook

Gain expert insights on 2024’s economic landscape with our Investment Office’s Q2 Webinar: navigating resilient economic growth, sticky inflation, and an uncertain path for interest rates.

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.

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Dustin Ribergaard

Lead Concierge

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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.

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Charitable Giving

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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…

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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.