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education transitions

Special Needs & Special Education Planning: Education Transitions K-12

Video
During increasingly uncertain times, many are wondering how special education services may be affected. Even in times of relative stability, it remains important to be aware of some key concepts that come into play with special education. In this first installment of our series of conversations on special needs and special education planning, we explore the main aspects of education transitions from K-12. SVP of Trusts & Estates Nicole Hart speaks with Marion Walsh, partner at Littman Krooks, LLP about what you should know and how to navigate this often challenging process. For additional information, please see Marion’s recent post on…
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chartology 2019 trends

Chartology: 2019 Market Trends and Reframing Expectations

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In this edition of Chartology, Chris Maxey of the Investments Team discusses an exceptional 2019, some of the market trends at play throughout the year, and the importance of reframing expectations going forward.  We thought that the start of the new decade and the start of a new calendar year was a good time for us to reflect back on a couple of things that we've seen happening in the market and provide a bit of perspective as we move forward. One of the things that we have spoken about in the past and that we’ll bring up again is…
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market recap

Winter 2020 Market Recap

Video
In our Winter 2020 Market Recap, Chief Investment Officer Michael Moriarty and Chris Maxey of the Investments Team address the unusual market performance of 2019 and discuss the looming elephant (or donkey) in the room – the upcoming 2020 election. Winter 2020 Market Recap from Wealthspire Advisors on Vimeo.   Michael Moriarty: We're coming off of a very fun Q4 and a very fun 2019. Chris Maxey: I think, somewhat unexpectedly, we saw that 2019 was really a fantastic year. If you look at – just call it a simple 50/50 portfolio – it was the best year that we've…
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market recap

Fall 2019 Market Recap

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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

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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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