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The Sunset of the Tax Cuts and Jobs Act: Financial Planning Considerations
When the Tax Cuts and Jobs Act (TCJA) went into effect in December 2017, it enacted several major changes, including …
The Sunset of the Tax Cuts and Jobs Act: What You Should Know About Estate, Gift, and GST Exemptions
The following is a brief summary of the changes to the estate, gift, and GST exemptions that will occur due …
Emotional Rescue: Why Emotional Intelligence (EQ) Matters, in Wealth Advising and in Life
Reprinted with permission from Randy Kaufman. Randykaufman.com© with research assistance from Dustin Lowman, Guitar & Pen What is a wealth …
PODCASTS
Health and Wealth: How Two Sisters Combined Forces to Help Women Take Charge of Their Lives
In our second season, we’re highlighting the people behind the innovative ideas and concepts that continue to level up our …
Building a Village: Mike Delgass and Christine Lai on Supporting the Special Needs Community
In our second season, we’re highlighting the people behind the innovative ideas and concepts that continue to level up our …
Value Beyond Investing: How Bento Engine Helps Client-Centric Advisors Deepen Existing Relationships
In our second season, we’re highlighting the people behind the innovative ideas and concepts that continue to level up our …
NEWSROOM
Wealthspire Advisors to Acquire Ohio-Based Walden Wealth Partners
Addition of all-woman team expands the firm’s growing Midwest presence New York, May 8, 2024 – Wealthspire Advisors LLC, an …
GUIDES & WHITEPAPERS
The Mid-Career Financial Preparedness Checklist
For many, turning 50 represents a significant moment of self-awareness. It’s also a time when uniquely successful individuals become aware that …
The Pre-Retirement Preparedness Checklist
Approaching retirement represents a significant milestone in life’s journey Our Checklist helps you answer a host of questions regarding retirement: …
Tax Planning Opportunities with QSBS – “Packing” & “Stacking”
Section 1202 – An Overview Previously, we’ve discussed the historical context, shareholder/corporate qualification requirements, and common shareholder issues faced by …
MARKET COMMENTARY
2023 4th Quarter Commentary: “A Welcome Return to Positive Performance”
Recap Last year was generally risk on in most asset classes, headlined by the S&P 500 up over 20%. Indices …
2023 3rd Quarter Commentary: “Rising Rates from A to ZIRP”
Recap The third quarter brought back volatility after a first half rebound, with stocks and many bonds giving up some, …
VIDEOS
Markets in 2 Minutes – April 2024
In the newest edition of Markets in 2 Minutes, Connor Darrell of the Investment Team discusses the relative attractiveness of …
Markets in 2 Minutes – March 2024
In the newest edition of Markets in 2 Minutes, Emily Platt of the Investment Team examines the surge in credit …
Markets in 2 Minutes – February 2024
In the newest edition of Markets in 2 Minutes, Emily Platt of the Investment Team reflects on the spike in …
FINANCIAL DICTIONARY
Cash Balance Pension Plan
What Is a Cash Balance Pension Plan A cash balance pension plan is a type of employer-sponsored retirement plan that …
Equity Partner
What is An Equity Partner An equity partner is an individual who holds an ownership stake in a business, with …
Growth Fund
Growth Fund Definition A growth fund is an investment vehicle, typically offered by mutual fund corporations or Exchange-Traded Fund (ETF) …
2024 1st Quarter Commentary: “In a world drenched in pessimism, it pays to be optimistic.”
With so much emphasis placed on negative headlines, negative developments globally, and the ability to embrace one’s inner negativity, it …