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Recap When we all look back at our quarterly notes written throughout 2022, there will be a common refrain. It is as though the finance world decided to take a page out of the music industry's book by recycling a melody with only slight variations. This is our third quarterly commentary this year, and we have also put out a few other market updates, yet all sound out three major chords – inflation, the Fed, and volatility (and basically in the same order). Echoing past quarters, 2022 continues

As summer ends and we look toward the Fall, you should aim to maximize your opportunities to transfer wealth to your children or grandchildren, accomplish your charitable goals, and engage in smart income tax planning. With that in mind, here is a checklist of five action items to consider before year-end. See an update on year end planning tips here. 1. Make Annual Exclusion gifts: The IRS gives you a gift tax annual exclusion each year, and in 2022, the annual exclusion is $16,000 per donee.

New York, October 4, 2022 – Wealthspire Advisors LLC, an NFP company and independent registered investment adviser firm, announced a new partnership today with Chapter, a leading data-driven Medicare advisory firm. Through the partnership, Chapter’s licensed Medicare Advisors will work to find healthcare savings and identify comprehensive benefits for Wealthspire clients. “Many Americans overpay for healthcare in retirement. Without expert guidance and advanced technology, it’s nearly impossibl