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Wealthspire Advisors was proud to sponsor Karting4CKG, an annual event that supports the Cameron K. Gallagher (CKG) Foundation to raise awareness around teen mental health. We've served as key partners in making this event happen since its inception and helped raise over $500,000 in the last four years alone.   Fourteen teams competed this year, but Wealthspire advisor and CKG Board Member Sandy Wiggins, his son Sam Wiggins, Garret Thomas, and retired Porsche Factory driver David Murry bro

Congratulations on maxing out your 401(k)! You're well on your way to building a robust nest egg and are still motivated to continue growing your savings. The next challenge is deciding where to allocate your money for maximum benefit. Here are some smart strategies to consider once you’ve reached your 401(k)-contribution limit. Build or Replenish Your Emergency Fund An emergency fund is an account that holds three to six months of essential living expenses such as rent or mortgage, utilities,

New York, August 20, 2024 – Wealthspire Advisors LLC (“Wealthspire”), an NFP company and top-ranked1 independent registered investment advisor (RIA), today announced its partnership with professional golfer Matthieu Pavon, winner of the 2024 Farmers Insurance Open, who is ranked 20th in pursuit of the FedEx Cup on the Professional Golf Association (PGA) Tour2. “At Wealthspire, we develop personal and trusted relationships with our clients to help them meet their life and financial goals,” said

Purpose The Wealthspire Advisors Financial Planning Committee has recently received several questions regarding RMD rules in a post-SECURE Act world. Questions remain about the RMD rules for non-spousal beneficiaries subject to annual RMDs during the 10-year distribution period because those regulations have not yet been finalized. The purpose of this piece is to outline what our team believes to be best practices regarding these unfinalized regulations. This memo will also provide a quick revi

Written by 2024 Summer Wealth Management Intern Greta Panke My name is Greta Panke, and I am a rising senior at Connecticut College, majoring in economics and minoring in finance and psychology. This summer, I had the incredible opportunity to take part in Wealthspire’s 8-week internship program. Here are some of my reflections on this experience. My technical skills and financial acumen have flourished in this environment, as well as my soft skills essential for success in the corporate world.

Recap The consumer, economy, and markets all proved resilient in the recent quarter and year to date. In a new narrative, the larger corporations and wealthier households may benefit from the higher interest rates due to their liabilities largely being fixed when rates were lower and now earning substantially more on the cash they have on hand. Thus, higher rates actually benefit many and propel the economy, not universally stall it as traditional thinking goes. The long-anticipated recession