BlogFinancial PlanningWealth Transitions Determining Where to File for Divorce February 21, 2020In most situations, you will file for a divorce in the state in which you…
BlogFinancial PlanningWealth Transitions Financial Planning When Starting a Family February 14, 2020Planning for significant life transitions is central to financial planning. As recent first-time parents, we…
BlogEstate PlanningFinancial PlanningTax Planning Estate Planning in Light of Tax Reform: Your Questions and Our Answers – 2020 Update February 11, 2020This post will help you unpack some of the estate and gift tax provisions of…
In the NewsIn the NewsPress Release Wealthspire Advisors Opens Boca Raton Office February 12, 2020New York, February 12, 2019 – Wealthspire Advisors, an NFP company and independent investment advisor,…
In the NewsIn the News Wealthspire Advisors executives discuss firm’s geographic expansion with CityWireUSA January 29, 2020
In the NewsIn the NewsM&A Head of M&A Hoyt Stastney quoted in FinancialPlanning piece about the new Fidelity M&A valuation report January 23, 2020
BlogGuides & WhitepapersFinancial PlanningWealth Transitions Organizing Finances Before, During, and After Divorce February 4, 2020Most people don’t begin their marriage expecting it to end in divorce. For those who…
Guides & WhitepapersEstate PlanningFinancial Planning What is an Intentionally Defective Grantor Trust (IDGT)? January 27, 2020Intentionally Defective Grantor Trusts (“IDGTs”) are a commonly used estate planning vehicle to transfer wealth…
Guides & WhitepapersImpact InvestingInvestingTrending Topics Impact Investing: Why it Matters for Investors November 11, 2019Impact Investing has continued to gain popularity with investors across the globe. In this whitepaper,…
Market CommentaryInvesting 2019 4th Quarter Commentary: “Farsighted Expectations” January 28, 2020The last time a balanced 50% stock/50% bond portfolio performed better than in 2019 was…
Market CommentaryBehavioral FinanceInvesting 2019 3rd Quarter Commentary: “The Recession is Coming! The Recession is Coming! What is a Recession Anyway?” October 29, 2019One of our least favorite things about investing is the remarkable imprecision of language. There…
Market CommentaryBehavioral FinanceInvesting 2019 2nd Quarter Commentary: “From Fear to FOMO” July 24, 2019It was just over six months ago that we penned a piece about the then…
VideoChartologyInvesting Chartology: 2019 Market Trends and Reframing Expectations February 13, 2020In this edition of Chartology, Chris Maxey of the Investments Team discusses an exceptional 2019, some…
VideoInvestingTrending Topics Winter 2020 Market Recap February 10, 2020In our Winter 2020 Market Recap, Chief Investment Officer Michael Moriarty and Chris Maxey of…
VideoInvestingTrending Topics Fall 2019 Market Recap November 5, 2019In our Fall 2019 Market Recap, Deputy Chief Investment Officer Dmitriy Katsnelson and Chief Investment…
