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Cerity Partners Insights

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

Andrejs Pilajevs

Principal

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.

Sawyer Rothmann

Senior Associate

Economic & Market Update

What Will the Fed Do Next?

December 18, 2023 —

So, What Will the Fed Do Next? A subtle change in language hints at a potential conclusion to the tightening cycle, with market expectations suggesting 150 basis points in rate cuts by 2024…

Jason Waters

Partner & Market Leader

Financial Planning

Optimize Your Financial Health in 2024

December 13, 2023 —

Step into 2024 with confidence in your financial future. Optimize Your Financial Health in 2024, offers insights for comprehensive financial planning. Covering everything from tax strategies to investment reviews, we provide actionable steps to align your financial goals with personal aspirations, helping to ensure a prosperous year ahead.

Ben Pace, James Lebenthal and Christian Thwaites

Economic & Market Update

December 2023 Economic & Market Outlook

December 5, 2023 —

Slower growth and lower inflation have brought an end to the global monetary tightening cycle. With interest rates now at normalized levels, fixed income securities are more competitive with an equity market that will be seeking greater earnings growth through productivity enhancements.

Paul Chmielewski

Partner

Estate Planning

2024 Gift, Estate, and GST Tax Changes

December 4, 2023 —

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

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