Retirement Planning How to Become a Snowbird in Retirement – 7 Tips to Help You Prepare April 10, 2024 - Transitioning into a snowbird lifestyle during retirement requires planning and readiness. Explore invaluable tips to help you prepare.
Economic & Market Update Weekly Investment Perspectives Ben Pace Christian Thwaites James Lebenthal Amy Lange | April 8, 2024
Economic & Market Update First Quarter 2024 Review & Forecast Ben Pace Christian Thwaites James Lebenthal Amy Lange | April 4, 2024
Economic & Market Update March 2024 Economic & Market Outlook March 5, 2024 - Explore our March 2024 Economic and Market Outlook, where we analyze the current state of the global economy and financial markets. We cover key topics such as the slight slowdown in the U.S. economy, inflation rates, the performance of global economies, evolving monetary policies, bond market dynamics, equity market trends, and the implications for commodities and currencies.
Strategic Planning Mapping the Succession Odyssey: Time, Talent, and Treasure as Your Strategic Guide March 4, 2024 - In 'The 3 T's of Practice Transition', financial advisors who are also business owners can explore the complexities of transitioning their practice, focusing on managing talent, valuing time, and preserving their firm's treasure.
Investing Opportunity Zones February 20, 2024 - Explore the evolving landscape of Opportunity Zones and how the proposed legislation could extend the benefits and reporting requirements for investors using Qualified Opportunity Funds for tax advantages and estate planning.
Economic & Market Update February 2024 Economic & Market Outlook February 2, 2024 — The U.S. economy’s resilience is evident with Q4 GDP growth at 3.3%, and while growth is set to slow, expectations are for sustained economic expansion. With inflation pressures easing, central banks may pivot, impacting bond and equity markets favorably.
Financial Planning Financial Planning for the Law Firm Partner January 31, 2024 — Navigating the financial landscape as a law firm partner requires tailored planning across multiple areas, including cash flow, taxation, investment strategies, and retirement planning, to ensure long-term success and security.
Behavioral Finance How to Use a 529 Plan For Retirement January 4, 2024 — 529 savings plans, traditionally used for education expenses, now offer a path to retirement savings with the ability to roll over unused funds into a beneficiary’s Roth IRA, enhancing long-term financial strategies.
Annual Economic & Market Outlook 2023 Review & January Outlook January 4, 2024 — Gain valuable insights on the key economic and market trends, challenges, and successes of 2023 and an outlook for January 2024.
Cross-Border Planning What to Know About IRAs and Roth IRAs When Living Abroad December 22, 2023 — Navigate IRAs and Roth IRAs for US Expats living abroad with Cerity Partners. Understand tax implications, strategic contributions, and the role of tax treaties in your retirement planning.
Estate Planning 2024 Gift, Estate, and GST Tax ChangesPartner Paul Chmielewski highlights the gift, estate and GST tax changes for 2024.
Investing 5 Things to Do in a Down MarketVolatile 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 OptionsDiscover the power of purposeful giving with our guide on current charitable gifting options. Explore Private Foundations, Charitable Remainder Trusts, and Donor Advised Funds to…
