Volatility is rising, uncertainty is growing, and despite stable conditions, confidence in the economy is waning. Certuity CIO Scott Welch examines the health of the economy and explores why consumers and investors have turned bearish: certuity.com/research/april…

Spend a “Hot Minute” getting to know our CIO Scott Welch in this fun and fast-paced Q&A with RealAssetsAdviser where he touches on everything from his first job to why families should consider Certuity. irei.com/video-and-podc…

On this Memorial Day -- Land of the Free because of the Brave... (1) "But, in a larger sense, we cannot dedicate -- we cannot consecrate -- we cannot hallow -- this ground. The brave men, living and dead, who struggled here, have consecrated it,

(2) far above our poor power to add or detract. The world will little note, nor long remember what we say here, but it can never forget what they did here. It is for us the living, rather, to be dedicated here to the unfinished work which they who fought here have thus far

(3) so nobly advanced. It is rather for us to be here dedicated to the great task remaining before us -- that from these honored dead we take increased devotion to that cause for which they gave the last full measure of devotion --

(4) that we here highly resolve that these dead shall not have died in vain -- that this nation, under God, shall have a new birth of freedom -- and that government of the people, by the people, for the people, shall not perish from the earth."

(5) ...Abraham Lincoln November 19, 1863 Gettysburg, PA

Certuity President Rich Bursek spoke with Crain Currency about what’s driving more family offices to outsource their CIO function - from optimizing financial performance to meeting complex challenges at a significantly lower cost. #familyoffice #ocio craincurrency.com/investing/why-…

Joining an RIA promises greater freedom, economics and client alignment. But advisors often find “the grass isn’t always greener.” Certuity President Rich Bursek shares the 4 key qualities to look for and how to evaluate for them with FA Magazine. fa-mag.com/news/4-qualiti…

In his Q3 Chart Book, Certuity CIO Scott Welch walks through our economic and investment outlook across public equities, rates and credit, and alternatives and privates. Read the full report here: certuity.com/research/q3-20…

The “democratization” of alternatives and private investments is gaining momentum. Certuity CIO Scott Welch explains why muted public equity return expectations could make these strategies more compelling and where we see opportunity. certuity.com/research/q3-al…

We must never forget… vimeo.com/28631586

We're proud to be one of 20 firms in Silicon Valley Business Journal 's Largest Wealth Management Firms in Silicon Valley. The recognition was issued September 5, 2025 and applies September 2025 through September 2026. bizjournals.com/sanjose/subscr…

Our CIO Scott Welch, CIMA®, CEPA® joined industry leaders at ALTSDC 2025 to discuss how private equity, private debt, renewables, and venture capital can enhance portfolio diversification. Thank you to Markets Group and ALTS for hosting a great event!

Markets may feel euphoric right now, but can this “priced for perfection” environment last? Certuity CIO Scott Welch examines market fundamentals and investor sentiment indicators to find cautious optimism - and a hint of complacency. certuity.com/research/updat…

Are we in an AI bubble? Certuity CIO Scott Welch calls on history and Dr. Hyman Minsky to remind us that while transformational technologies eventually change the world, markets driven by a narrow group of stocks often face a reckoning beforehand. certuity.com/research/are-w…

I am a day early, but I hope you will take a moment tomorrow to remember and honor all of our Veterans, who served and sacrificed so that we may be free. Let Freedom Ring.

As the dollar weakens and non-U.S. economies gain momentum, global diversification is once again paying off. Our CIO Scott Welch looks at what’s driving international outperformance and where investors may find value outside the U.S. certuity.com/research/the-a…

CNBC spoke with Certuity CIO Scott Welch today to get his perspective on the impact of earnings and the continued soaring valuations of AI companies. cnbc.com/2025/11/18/sto…

The Dec Fed meeting could be one of the most uncertain in years. Cooling labor, persistent inflation, and missing Oct/Nov data leave the Fed weighing conflicting signals. CIO Scott Welch breaks down what it could mean for 2026: certuity.com/research/what-…