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New York, NY – Jan. 20, 2026 – Wealthspire, a nationally recognized independent wealth management, retirement advisory, and business management firm, announced today the release of the fourth season of its award-winning financial podcast, Great Aspirations. “The Power of Giving” is this season’s theme, featuring stories of gratitude, generosity and the ways individuals and communities make a difference when they come together with purpose. Across eight episodes, the new season highlights athlet

Our guest for episode 1 is Harris English, 5-time PGA Tour champion, who speaks not only to his journey as a pro golfer, but his commitment to giving back to the golf community.

Many financial planners say focusing on “breaking even” can lead retirees to make the wrong Social Security claiming decision – here’s what to consider instead.

Entering the new year, investors find themselves reflecting on the last twelve months, assessing what took place and where we go from here. With the multi-pronged support of monetary and fiscal policy, the U.S. economy continued to shine, leading to continued profitability for corporate America and strength across risk assets. In this letter, we also talk about the Fed policy pivot and how diversified portfolios worked in a year when so much focus was on artificial intelligence (AI). Mid‑Cycle

A serious diagnosis doesn’t just change your health; it changes your timeline, your priorities, and the conversations you need to have with your family. Click here to download our comprehensive eBook and gain access to a framework – financial, legal, and emotional – for navigating what comes next. You can also access our Financial Readiness Checklist here.

For the last nine years, the Alternative Minimum Tax (AMT) has receded from view for many high-income households. The 2017 Tax Cuts and Jobs Act (TCJA) raised exemption amounts and pushed phaseout thresholds high enough that AMT became a concern primarily for those with very specific tax profiles. Beginning in 2026, that changes. While the One Big Beautiful Bill Act (OBBBA) permanently extends the higher AMT exemption amounts introduced under the TCJA, it also significantly alters how quickly t