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“We don’t really know what it is, we don’t really know what causes it, we don’t really know how to measure it, but we really know we’re worried about it!” The stock market is never happy unless it has something miserable to complain and worry about. Having moved on incredibly quickly from a worldwide pandemic, the chattering investor classes have retrained their sights on that old 1970s bugaboo, “inflation.” As you can tell from the cumbersome subtitle, inflation is the most confusing and misun

Take control of your finances during and after divorce with our complimentary divorce planning guide. Like any major life transition, divorce can be a complex process to navigate. That’s why our advisors work alongside you and provide expert advice to help you regain confidence in your financial future. Download this comprehensive guide to learn how to: Get organized before the divorce. Avoid common mistakes. Reorganize your life after divorce. Establish a financial plan with an updated budget

New York, March 14, 2022 – Wealthspire Advisors, an NFP company and independent investment advisor, announced that managing directors Tim Hughes, Ashley Iddings, Grant Ruder, and John Wolff were named top financial advisors in the DC Metro area by Washingtonian Magazine. The full list is featured in the March 2022 print edition of the magazine or can be accessed here. The Washingtonian’s 2022 Top Financial Advisor list recognizes the top financial advisors in the DC Metro area. As part of

Most of us understand how getting a mortgage can help us to purchase a home. We use our personal funds (usually 20% of the purchase price) as a down payment and then obtain a mortgage loan with a bank or financial institution for the remaining 80% of the purchase price. The mortgage rate is based on current interest rate levels – there are fixed rate loans that can be for 10, 15, or 30 years, or you may choose an interest-only loan with a floating rate that can start low and increase if interes

Heather Flanagan joins as Head of Family Office Services New York, March 7, 2022 – Wealthspire Advisors, an NFP company and independent investment adviser, announced today that Heather Flanagan has been named managing director and head of Family Office Services. In this role, Flanagan will oversee the firm’s enhanced family office service platform, as well as the firm’s trust and estate services.  “We’re thrilled to welcome Heather to our executive team,” said Eric Sontag, president and ch

Being a good doctor takes special skills, which don’t always translate to financial acumen.