What's On Our Minds This Week July payrolls badly missed expectations with 23,000 jobs lost versus a projected 93,000 gain, but statistical quirks like seasonal education adjustments and World Cup hiring payback likely overstate the weakness; meanwhile, the household survey showed a falling unemployment rate, no evidence of layoffs, and softening wage growth that is easing some near-term rate-hike expectations. Download the latest insight from the Cerity Partners Investment Office: https://hubs.li/Q04ssfy30 #MarketInsights #WeeklyUpdate #WhatsOnOurMinds
About us
Our mission is to positively impact the financial well-being of our clients by delivering objective financial advice. We serve high-net-worth individuals and their families, businesses and their employees, and nonprofit organizations. Our advice, comprehensive oversight and fiduciary duties extend well beyond investments. We bring together all the experts necessary to address the various facets of a client’s financial life, including attorneys, tax advisors, financial planners and investment professionals. This approach to advice and service along with our private partnership business model have made us one of the premier investment advisers in the country, and a desired home for talented and passionate financial advisors who seek to serve clients the proper way. https://ceritypartners.com/award-disclosures Cerity Partners LLC reserves the right, to the extent permitted under applicable law, to retain and,monitor all electronic communications. Cerity Partners LLC is not responsible for content posted by third-parties, and does not accept any endorsement, recommendation, or like statement made by third-parties. Third-party content shared, liked, or commented on by Cerity Partners LLC should not be construed as a recommendation of any kind, and is deemed reliable but not guaranteed as to its value, accuracy, or suitability with respect to any person. Statements and messages are subject to the following terms: https://ceritypartners.com/terms-and-conditions/.
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http://www.ceritypartners.com
External link for Cerity Partners
- Industry
- Financial Services
- Company size
- 1,001-5,000 employees
- Headquarters
- New York, NY
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- Privately Held
- Specialties
- Investment Advisory, Wealth Planning, Business Advisory Services, Financial Wellness, Wellness Coaching, Executive Financial Counseling, Executive Financial Planning, OCIO, Financial Planning, Estate Planning, Workplace Solutions, Retirement Plan Consulting, Corporate Venture Capital, Family Office Services, and Tax Planning and Preparation
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Updates
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In our August outlook video, Partner and Chief Market Strategist James Lebenthal explains why we remain constructive on markets despite key risks. With the economy still growing, the labor market resilient, and corporate earnings climbing, we continue to see opportunities outweighing the risks (such as a harder-to-read Federal Reserve and questions around AI) heading into year-end. Watch the recording here: https://hubs.li/Q04s1s280
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What's On Our Minds This Week Following last week's FOMC rate hold—another "hawkish pause" with three dissents—the press conference left investors wanting clearer insight into both forward guidance and the Fed's decision-making framework, leading markets to push yields and inflation breakevens higher in search of more compensation for the added uncertainty. Download the latest insight from the Cerity Partners Investment Office: https://hubs.li/Q04rJY-Q0 #MarketInsights #WeeklyUpdate #WhatsOnOurMinds
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Cerity Partners reposted this
🤔 What if conventional wisdom is wrong, and it’s a mistake for startups to wait to hire experienced finance professionals such as CFOs? In this Cerity Partners insight, I explain pros and cons of accelerating hires in accounting and finance, and why waiting might be more expensive for startups. https://lnkd.in/g45HKXyC
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Happy National Interns Day! Today, we're celebrating the talented interns who have spent the summer learning, growing, and making meaningful contributions across Cerity Partners. Their curiosity, fresh perspectives, and commitment to excellence have enriched our teams and reinforced the value of investing in the next generation of talent. Thank you to our interns for all you've accomplished, and to our mentors and colleagues who helped make this experience impactful. We look forward to seeing where your careers take you next. #NationalInternsDay #CerityPartners #FutureLeaders #InternshipProgram #GrowthAndDevelopment
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Cerity Partners reposted this
Please join us tomorrow as Cerity Partners Institutional Consulting Practice hosts our Q3 Investment Landscape webinar at 10:00 AM PT. We will discuss the implications of the U.S.-Iran conflict, risk asset performance during the second quarter, and the rally in AI-related equities, among other topics. https://lnkd.in/eDAG3GxN
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What's On Our Minds This Week US Strategic Petroleum Reserve withdrawals have helped stabilize oil markets during Strait of Hormuz disruptions, but with over 100 million barrels already drawn and disagreement over how low the reserve can safely go, prolonged disruption risks exhausting this critical buffer. Download the latest insight from the Cerity Partners Investment Office: https://hubs.li/Q04qXFb30 #MarketInsights #WeeklyUpdate #WhatsOnOurMinds
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Markets surprised many investors in Q2, rebounding strongly despite a backdrop of persistent uncertainty. What does that tell us about the health of the economy, and what should investors expect next? In our Q3 2026 Market & Economic Outlook, James Lebenthal and Amita Schultes, Ph.D. review the key themes that drove markets during the quarter and discuss their outlook for Q3, including inflation, interest rates, earnings growth, AI, and the risks they believe are most important to monitor. Watch the recording: https://hubs.li/Q04qQCGr0 #MarketOutlook #Investing #FinancialMarkets #Economy #CerityPartners
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We're looking back on an unforgettable week in Newport at the Cerity Partners Hall of Fame Open. Serving as title sponsor was a privilege from the first serve to the final point. We're especially proud to have partnered with the International Tennis Hall of Fame on both Women in Sports Day and equal prize money across the men's and women's draws. To every athlete who competed, congratulations. What played out on court was the visible part of a much longer story: years of preparation, the team helping you succeed, discipline to perform when it matters most, and a relentless pursuit of excellence. That same standard guides the work we deliver to our clients—from athletes at every stage of their careers to institutions and families across the country. Thank you to the players, the fans, and the Hall of Fame. We're already looking forward to next year! #HallOfFameOpen #BuiltForChampions
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What's On Our Minds This Week June’s Consumer Price Index fell 0.4% as a 23% drop in WTI crude oil prices combined with unusually broad-based cooling in core inflation and encouraging producer price data to dampen 2026 rate-hike expectations, leaving futures markets pricing the Federal Open Market Committee on hold in July with a roughly two-thirds chance of a September hike. Download the latest insight from the Cerity Partners Investment Office: https://hubs.li/Q04q2z8z0 #MarketInsights #WeeklyUpdate #WhatsOnOurMinds
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