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Video

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 is the common brand and trade name used by Sontag Advisory LLC and Wealthspire Advisors, LP, separate registered investment advisers and subsidiary companies 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…
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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 is the common brand and trade name used by Sontag Advisory LLC and Wealthspire Advisors, LP, separate registered investment advisers and subsidiary companies 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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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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