Economic & Market Updates

Q4 2022 Economic and Market Outlook: Turning a Corner?

In this webinar, our Investment Office discusses inflation, the strength of the US consumer, key risks to the market in 2023, and more.

Please read important disclosures here.

Meet the Author

Ben Pace

Executive Committee

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 Executive Committee. 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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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 […] ...

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Meet the Author

Tom Cohn

Executive Committee

Tom is the Chief Solutions Officer and a Partner in the New York office. He has over ten years of experience in various investment management roles. Tom is a member of the Investment Committee, Investment Manager Selection Sub-Committee, the Compliance Sub-Committee, and the Performance Monitoring Sub-Committee. Before joining Cerity Partners, Tom served as an Investment […] ...

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James Lebenthal

Partner & Chief Equity Strategist

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.

James Lebenthal

Partner & Chief Equity Strategist

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.

James Lebenthal

Partner & Chief Equity Strategist

Planning for an International Retirement

Are you an American citizen living abroad who feels overwhelmed by getting your financial life in order? Or are you planning for an international retirement and wondering how to coordinate your affairs?

In this webinar recording, we focused on the unique personal financial situation of an American citizen or tax resident who retires outside of the U.S.

James Lebenthal

Partner & Chief Equity Strategist

Q2 2023 Economic & Market Outlook

In this webinar recording, our Investment Office discusses inflation, economic growth, the banking crisis, and deciphering the signals from equity and fixed income markets.

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Jonathan Taylor

Partner

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Curious about learning more? Let’s talk.

Tell us about yourself and your current financial situation without cost or obligation. Receive an introduction to a wealth management colleague, have a personal conversation, and get your questions answered.

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.