Financial Planning News & Resources

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Backdoor Roth IRA

Is a “Backdoor Roth IRA” a good idea?

This is a question that is coming up more frequently, especially from those who wish to defer taking money from …

My Sunny and Warm Tax Haven

After spending a few days recently in the warmth of Miami, I always wonder why I do not live in …

financial planning for people with disabilities

3 Things to Know About Financial Planning for People with Disabilities

Financial planning can already be a daunting task, but for those with disabilities, there are added complexities that need to …

PODCASTS

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Health and Wealth: How Two Sisters Combined Forces to Help Women Take Charge of Their Lives

In our second season, we’re highlighting the people behind the innovative ideas and concepts that continue to level up our …

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Building a Village: Mike Delgass and Christine Lai on Supporting the Special Needs Community

In our second season, we’re highlighting the people behind the innovative ideas and concepts that continue to level up our …

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Value Beyond Investing: How Bento Engine Helps Client-Centric Advisors Deepen Existing Relationships

In our second season, we’re highlighting the people behind the innovative ideas and concepts that continue to level up our …

GUIDES & WHITEPAPERS

mid-career

The Mid-Career Financial Preparedness Checklist

For many, turning 50 represents a significant moment of self-awareness. It’s also a time when uniquely successful individuals become aware that …

retirement

The Pre-Retirement Preparedness Checklist

Approaching retirement represents a significant milestone in life’s journey Our Checklist helps you answer a host of questions regarding retirement: …

tax cheat sheet

2024 Federal & State Estate and Gift Tax Cheat Sheet

Here we have provided a “cheat sheet” to keep in mind for 2024 federal estate, gift, and GST exemptions, as …

MARKET COMMENTARY

Q4 2023 market commentary

2023 4th Quarter Commentary: “A Welcome Return to Positive Performance”

Recap Last year was generally risk on in most asset classes, headlined by the S&P 500 up over 20%. Indices …

Q3 2023 commentary

2023 3rd Quarter Commentary: “Rising Rates from A to ZIRP”

Recap The third quarter brought back volatility after a first half rebound, with stocks and many bonds giving up some, …

Q2 2023 commentary

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 …

VIDEOS

Winter 2024 Market Recap & Outlook

In our winter 2024 market recap and outlook, members of the Investment Team discuss what really happened in the markets …

Markets in 2 Minutes – January 2024

In the newest edition of Markets in 2 Minutes, Emily Platt of the Investment Team reflects on the surprising strength …

Markets in 2 Minutes – November 2023

In the latest edition of Markets in 2 Minutes, Emily Platt from the Wealthspire Investment Team delves into the U.S. …

FINANCIAL DICTIONARY

cash balance pension plan

Cash Balance Pension Plan

What Is a Cash Balance Pension Plan A cash balance pension plan is a type of employer-sponsored retirement plan that …

Equity Partner

What is An Equity Partner An equity partner is an individual who holds an ownership stake in a business, with …

Growth Fund

Growth Fund Definition A growth fund is an investment vehicle, typically offered by mutual fund corporations or Exchange-Traded Fund (ETF) …