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Talking About Money: Navigating Wealth Transfers Across Generations
As financial advisors, we have the privilege of working with numerous families, witnessing their triumphs, heartbreaks, milestones, and life transitions. …
Why the Self-Employed Should Consider a Solo 401k
Self-employed individuals have multiple options to save for retirement and invest in a tax-efficient manner. One of those options, the …
A “How To” Guide to Retirement Savings for the Self-Employed
In the past, I’ve received calls from clients who had already retired but decided to get back into the game …
PODCASTS
Closing the Gap: How Trevor Rozier-Byrd is bridging the racial wealth gap through investment app, Stackwell
Episode 3 features an interview with Trevor Rozier-Byrd, the founder and CEO of Stackwell Capital, Inc., a fintech startup that …
The New Skool Approach: How FiComm modernized marketing and helped advisors strengthen client relationships
Episode 2 features an interview with two leaders at FiComm Partners, an integrated communications agency serving the industry of financial …
The Business of Experience: How Dennis Moseley-Williams helps financial organizations create transformative experiences for clients.
Welcome to Season 2 of Wealthspire Advisor’s podcast, Great Aspirations. This season, we’re highlighting the people behind the innovative ideas …
GUIDES & WHITEPAPERS
Transfer Planning for PE Partners Using a “Carried Interest” Option
As a partner in a private equity (PE) firm, you have a financial interest in the fund that comes in …
Planning Ahead: Preparing a Spouse or Partner to Manage Your Finances
Introduction It’s not uncommon in a relationship for one partner to handle most of the finances and for the other …
Wealthspire FOS Wealth Strategy Team in Action: Client Stories
Background Daniel and Michelle are in their 70s, have 4 children and 7 grandchildren, and a net worth around $60M. …
MARKET COMMENTARY
2023 1st Quarter Commentary: “Bank to the Future”
The curse of living in interesting times has continued at the start of 2023 with the intersection of banking running …
2022 4th Quarter Commentary: “The Year in Review”
Throughout this year, we have spent significant time discussing inflation and the Federal Reserve, so we felt it was important …
VIDEOS
Wealth Transfer: Destigmatizing Money Conversations
Wealthspire hosted a virtual event for families that focused on having honest, meaningful conversations that removes the stigma of talking …
Markets in 2 Minutes – August 2023
In our newest edition of Markets in 2 Minutes, Connor Darrell of the Investment Team discusses a widely covered story …
Summer 2023 Market Recap & Outlook
“What a difference a year makes.” Tune in to our newest market recap video as our team discusses what’s changed …
FINANCIAL DICTIONARY
Amortization
What Is Amortization? Amortization is an accounting technique that involves spreading out the cost of a debt over a period …
Rule of 72 – Compound Interest
What Is Compound Interest? Compound interest is the interest on savings calculated on both the initial principal and the interest …
Certificate of Deposit (CD)
What is a Certificate of Deposit? A certificate of deposit, or a CD, COD, or Time Account, is a savings …
2023 2nd Quarter Commentary: “A Welcome Return to Precedented”
It would be avant-garde if we had ChatGPT write this quarterly letter. Alas, we did not. Humans still write this …