Economic & Market Update The Problem With Services March 22, 2024 - An end-of-week digest exploring the latest headline-making events, offering forecasts on how they may influence financial markets.
Economic & Market Update March 2024 Economic & Market Outlook Ben Pace Amy Lange James Lebenthal Christian Thwaites | March 5, 2024
Strategic Planning Mapping the Succession Odyssey: Time, Talent, and Treasure as Your Strategic Guide Masha Hodi | March 4, 2024
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.
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…
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.
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.
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…