Wealth Management, Finance & Investing Blog

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womens history

Why Do We Need A Women’s History Month?

For many young girls today, this may be a valid question. But for many of us, we grew up with ...

impact investing

Introduction to Impact Investing: History, Strategies, and Trends

When it comes to modern investing, individuals have a multitude of options to choose from and a myriad of ways ...

gamestop

Trading vs. Investing: What We Can Learn from the GameStop Saga

I was recently quoted in an article for Long Island Newsday, and mentioned that there are big differences between investing ...

ocio

What Is An OCIO?

What is an OCIO? An Outsourced Chief Investment Officer (OCIO) acts as a full-service third-party provider to wealth management, investment ...

divorce

Financial Awareness and Divorce

I have been approached by many matrimonial attorneys, therapists, and divorce coaches who ask me to help their clients with ...

tax savings qsbs

The Powerful Tax Savings of “Qualified Small Business Stock”

IRC Section 1202 provides one of the most powerful tax benefits in the U.S. Internal Revenue Code (IRC) to entrepreneurs ...

Paycheck Protection Program (PPP) and Employee Retention Credit (ERC) Updates

There has been an almost constant buzz over the past few weeks concerning various stimulus packages and potential tax code ...

PPP loans Flexibility Act

Paycheck Protection Program (PPP) Loans: Round 2 Updates

The Small Business Administration (SBA) recently released more information regarding the second round of Paycheck Protection Program (PPP) loans as ...

wealthspire pathways

Why We Created Wealthspire Pathways

Our Approach to the Robo-Advisor Trend If you follow the investment management/financial planning industry, then you no doubt have heard ...

myths

5 Myths about Financial Planning

Managing finances can be daunting with all the intricacies and uncertainties involved. Even if you feel like you’re successfully tackling ...