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If you work at a public company, chances are you’ve accumulated company stock through Restricted Stock Units (RSUs), Employee Stock Purchase Plans (ESPPs), or stock options. While holding onto these shares might feel like the right move—especially if you believe in your company’s future—it’s important to recognize the potential risks of overconcentration and the psychological barriers that may be preventing you from selling. The Psychology of Holding Too Long One of the biggest reasons employee

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

Writing a quarterly letter in the wake of a tariff announcement feels like an exercise in April foolishness. Markets are moving fast, and no doubt they’ll shift again before this reaches your inbox. A quick disclaimer—we’re not here for political hot takes; there's plenty of that elsewhere. Most questions now concern policy, tariffs, the U.S. dollar (‘USD’), and the market impact. We will touch on those and related topics below, but first a quick recap. U.S. equity markets surged post-election

As an artist or creative professional, your career is often characterized by its unpredictability. One month you might land a lucrative project, and the next, your income could drop significantly. This financial volatility makes it crucial to adopt strategic planning and surround yourself with a reliable advisory team. Here are some essential tips to help ensure financial security throughout your career, along with insights around the key advisors who can support you. 1. Establish a Budget and

New York, April 8, 2025 – Wealthspire Advisors LLC (“Wealthspire Advisors”), a top-ranked1 independent registered investment adviser and NFP company, continues to expand its commitment to athletes by announcing partnerships with professional golfers Isaiah Salinda and Max McGreevy. Additionally, the firm is deepening its investment in the next generation of elite talent by sponsoring amateur golfer Tyler Watts as part of its Name-Image-Likeness (NIL) program. Wealthspire is dedicated to support

New York, April 2, 2025 – Wealthspire Advisors LLC (“Wealthspire”), an NFP company and top-ranked1 independent registered investment advisor (RIA), today announced the launch of its new podcast series, Business Owner Bootcamp, hosted by managing directors and advisors, Michael Delgass and Sandy Wiggins. The podcast aims to leverage the deep expertise of the firm’s work with business owners and entrepreneurs to provide insights and strategies for navigating the complexities of financial planning

In this episode, Mike LaMena speaks to Caroline Gaynor, vice president, relationship director and investment specialist at Avantis Investors®.

In Episode 1, our hosts share their insights on the state of business ownership today.