David Edwards, MBA

That was the week that was! “Uncomfortable” is a reasonable description of how most Americans feel, and certainly our clients feel, after this past week. We generally remain neutral with our political opinions when discussing our clients’ financial plans, and we continue to retain that approach, though we want to highlight a few of the events that recently took place: US stocks shed $5.1 trillion in market capitalization after a Liberation Day announcement of tariffs that far exceeded even the

In this post-election discussion, David Edwards of Wealthspire Advisors engages with Buff Parham of Parham & Associates to analyze the recent presidential election.

What will the political landscape look like after January 20th, when the new president takes office?

For many, turning 50 represents a significant moment of self-awareness. It’s also a time when uniquely successful individuals become aware that their financial lives have become complicated enough to deserve a closer look. This checklist defines the financial concerns specific to you as you move into your mid-career. You are established and have slowly accumulated your wealth over the years, so now it is time to look ahead and plan accordingly. Download the Mid-Career

Approaching retirement represents a significant milestone in life’s journey Our Checklist helps you answer a host of questions regarding retirement: when to take Social Security, how much income to take from their portfolio, what kind of budget should be followed and other issues related to managing the later stages of life. If you know you should be planning for your retirement, but don’t know what questions to ask, or where to find information, then this checklist is the place to start.

The holidays provide a great opportunity for fraudsters to unleash their schemes, knowing that we are busy traveling, shopping, and spending time with friends and families, all the while using technology that gives them an opportunity to attack. Recently, we heard from a few clients who successfully thwarted attacks against their accounts, Charles Schwab in one case, American Express in the other. Each attack followed the same script: Imposters pose as bank, credit card, or custodian (e.g., Sc

Despite EVERYTHING that has gone wrong in the past 5 years – wars, pandemic, inflation, political unrest, bull markets, bear markets and corrections – the US stock market has managed annual gains of 14.9%/year and indeed is up 21.8% on the year in 2023. For our latest webinar, let’s consider WHY US stocks have done so well in recent years on the way to answering, “What can we expect for the next 5 years?”

There are few industries in the world that have accomplished what the US commercial aviation industry has—an almost perfect record of safely delivering passengers at heights of five miles and at speeds in excess of 500 miles per hour—and it has  done so year-after-year. According to the Aviation Safety Network, “2019 was one of the safest years ever for commercial aviation.” This checklist defines what you and your family can do in times of financial uncertainty in order to prepare fo

Many who find themselves on the brink of divorce say they aren’t fully aware of what they have or what they will obtain post-divorce - or whether they can even afford to get divorced. However, this is a common issue, and your level of financial literacy should not be a source of embarrassment, nor should it prevent you from leaving an unhappy marriage. Once you decide to divorce, the next step is to arm yourself with information. Download our checklist to help you get organized and feel be

Congratulations! You’re getting married! In addition to planning your ceremony and guest list, you may want to take this time do some advance work for financial planning. We often think of marriage as being all about romance, but at the same time, marriage is also a contract between two people to form a household, potentially to start a family, start businesses, or buy property. As we know that disputes over money are the #1 reason why marriages end in divorce, we have prepared this Pre-Marital