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The recent passing of Charlie Munger, Vice Chairman of Berkshire Hathaway, made us reflect on his and Warren Buffet’s successful investing over the years. And although this missive will not be a tribute to “The Abominable No-Man” or the “Oracle of Omaha,” and regardless of your affinity for Charlie and Warren in general, their common-sense approach to investing provides learning opportunities for us all. If you have read enough investor letters from Berkshire Hathaway’s annual report (which we

During the 2024 Wealthspire Advisor Summit in Scottsdale, AZ earlier this year, the firm announced its first recognition program – Rising Stars – which recognizes employees who are on the advisor track, have less than 10 years of experience, have proven to be exceptional in their service of clients, and exemplify Wealthspire’s cultural values. In the inaugural class of Rising Stars, six individuals were nominated by their colleagues and were honored for their dedication and commitment to servin

Recap Last year was generally risk on in most asset classes, headlined by the S&P 500 up over 20%. Indices tracking Small and Mid-Cap U.S. companies were up in the mid-high teens, while international equities ended the year at similar mid-teens returns. Growth stocks bested value stocks in the U.S., though not overseas. The risk on sentiment spilled over to fixed income where riskier fixed income (high yield, floating rate loans) outperformed “core” fixed income (treasuries, U.S. Investmen

In our second season, we’re highlighting the people behind the innovative ideas and concepts that continue to level up our industry through elevating the client experience.

What Is a Cash Balance Pension Plan A cash balance pension plan is a type of employer-sponsored retirement plan that combines features of a traditional defined benefit plan, and a defined contribution plan. In a cash balance plan, the employer sets aside a predetermined amount of money for each employee, usually a percentage of their annual salary, and the account grows over time with interest. Learn more about retirement plans for self-employed individuals here. Benefits of a Cash Balance