All Posts By

Dmitriy Katsnelson

Mid-Year 2021 Market Recap & Outlook

Video
Following a quarter of relative "normalization," our team talks inflation, earnings, equities, and more in our 2021 mid-year market recap and outlook. Wealthspire Advisors LLC is a registered investment adviser and subsidiary company of NFP Corp. This information should not be construed as a recommendation, offer to sell, or solicitation of an offer to buy a particular security or investment strategy. The commentary provided is for informational purposes only and should not be relied upon for accounting, legal, or tax advice. While the information is deemed reliable, Wealthspire Advisors cannot guarantee its accuracy, completeness, or suitability for any purpose, and…
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market recap

Winter 2021 Market Recap

Video
As 2020 has finally come to an end, our Investment Team shares their insights on the year's investment trends and discusses what's to come in our Winter Market Recap. Winter 2021 Market Recap from Wealthspire Advisors on Vimeo.   Wealthspire Advisors LLC is a registered investment adviser and subsidiary company of NFP Corp. This information should not be construed as a recommendation, offer to sell, or solicitation of an offer to buy a particular security or investment strategy. The commentary provided is for informational purposes only and should not be relied upon for accounting, legal, or tax advice. While the…
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market recap

Fall 2020 Market Recap

Video
Decoding the data, evolving market trends, and getting your financial house in order as year-end approaches - hear our team's analysis of the current investment landscape in our Fall Market Recap. Fall 2020 Market Recap from Wealthspire Advisors on Vimeo.   Wealthspire Advisors LLC is a registered investment adviser and subsidiary company of NFP Corp. This information should not be construed as a recommendation, offer to sell, or solicitation of an offer to buy a particular security or investment strategy. The commentary provided is for informational purposes only and should not be relied upon for accounting, legal, or tax advice.…
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market recap

Summer 2020 Market Recap

Video
“It’s as if there is a bubble for use of the word ‘unprecedented.’” Listen to Michael Moriarty and Dmitriy Katsnelson’s most recent analysis of the investment landscape in our Summer Market Recap. Summer 2020 Market Recap from Wealthspire Advisors on Vimeo.   Wealthspire Advisors LLC is a registered investment adviser and subsidiary company of NFP Corp. This information should not be construed as a recommendation, offer to sell, or solicitation of an offer to buy a particular security or investment strategy. The commentary provided is for informational purposes only and should not be relied upon for accounting, legal, or tax…
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2020 q1

2020 1st Quarter Commentary: “Poorly Drawn Corollaries”

Market Commentary
There is no way to cover everything in one letter. There never is. Many of you have likely read enough about coronavirus at this point to exercise every last rational and irrational fear you already harbored. Instead, we want to provide context on the situation while also highlighting where common parallels fail. In this letter: A rush for the exits drains liquidity from most equity and fixed income markets resulting in a rapid and significant sell-off that rivals some of the worst we have witnessed in the past 100 years. A global pandemic ends one of the longest economic recoveries…
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market recap

Fall 2019 Market Recap

Video
In our Fall 2019 Market Recap, Deputy Chief Investment Officer Dmitriy Katsnelson and Chief Investment Officer Michael Moriarty offer insights into this quarter's market and investment trends. Fall 2019 Market Recap from Wealthspire Advisors on Vimeo. Wealthspire Advisors LLC is a registered investment adviser and subsidiary company of NFP Corp. This information should not be construed as a recommendation, offer to sell, or solicitation of an offer to buy a particular security or investment strategy. The commentary provided is for informational purposes only and should not be relied upon for accounting, legal, or tax advice. While the information is deemed…
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market recap

Summer 2019 Market Recap

Video
In our Summer 2019 Market Recap, Dmitriy Katsnelson and Michael Moriarty of our investments team discuss recent market trends and what to expect looking ahead. Wealthspire Advisors LLC is a registered investment adviser and subsidiary company of NFP Corp. This information should not be construed as a recommendation, offer to sell, or solicitation of an offer to buy a particular security or investment strategy. The commentary provided is for informational purposes only and should not be relied upon for accounting, legal, or tax advice. While the information is deemed reliable, Wealthspire Advisors, LP cannot guarantee its accuracy, completeness, or suitability…
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August 2019 Chartology

Chartology: August 2019

Video
In this month's edition of "Chartology", Deputy Chief Investment Officer Dmitriy Katsnelson provides context around today's low-yield environment. Welcome to our latest Chartology where we're going to be talking about yield. It's a topic that's been more and more prevalent in the news as of late. It's been one that we've been answering a lot of questions from with clients. So we want to spend a little bit of time today just providing a little bit of context of where we are today relative to the past, and also what that potentially means going forward. In front of you, you…
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2019 2nd Quarter Commentary: “From Fear to FOMO”

Market Commentary
It was just over six months ago that we penned a piece about the then market sell-off, cautioning against knee-jerk reactions to short-term headlines such as “Worst December Since 1937” amongst others. Well, it did not take long. At 4:01 ET on Friday, June 28, a headline flashed across the Bloomberg terminal: “S&P 500 Has Best First Half of Year Since 1997.” This time around, we again urge calm, in this case against the fear of missing out, or FOMO. We often write about why we choose to be strategic investors, and will not rehash it all here, but there…
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2019 1st Quarter Commentary: “When Hindsight Isn’t 20/20”

Market Commentary
“Before, You Are Wise; After, You Are Wise. In Between, You Are Otherwise.” -David Zindell Most of us are attracted to round numbers.  Attentions peak around calendar years and familiar anniversaries that have meaning beyond the numbers themselves.  Rarely do we celebrate someone being at a company for 28.14 years or ask about performance over the last 3,147 days, but we do celebrate 20-year reunions and the beginning of a new century.  So, for a society fond of round numbers, the opportunity arrived in early March to count and reflect.  Ten.  In our experience, ten is the number kids get…
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