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Money Dates: Financial Considerations When You Combine High-Income Households
As advisors, we know that money is a leading cause of friction in many relationships, but it doesn’t have to …
4 Common Questions About Long-Term Care
A client of mine has been dealing with her aging father and his cognitive decline over the past few years. …
Make Estate Planning Part of Your New Year’s Resolutions
As we kick off a new year, many of us are focused on keeping our resolutions and achieving our goals …
PODCASTS
Redefining C-Suite: Donna Levy’s Journey to Advisory and Investment Leadership
Financial Advisor, Donna Levy, is a powerhouse. With over 3+ decades serving clients, specializing in creating comprehensive financial and investment …
From IBM VP to Advisor: How Stephanie Carmel shifted gears to pursue her passion of becoming an advisor.
After a successful career at IBM Corporation, holding leadership positions in sales and sales operations, Stephanie Carmel had an “aha” …
Leadership Redefined: Michele Walthert’s journey from financial advisor to RIA leadership
Michele Walthert grew up in Switzerland. When her father suggested she “broaden her horizons” and go to college in the …
GUIDES & WHITEPAPERS
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. …
Wealthspire FOS Wealth Strategy Team in Action: Client Stories
Background Louise and Johnny are in their 50s and have a blended family with 3 children (2 of whom are …
Wealthspire FOS Wealth Strategy Team in Action: Client Stories
Background Marilyn and Arnold are in their 60s with three adult children. Marilyn is a managing partner at a large …
MARKET COMMENTARY
2022 3rd Quarter Commentary: “When Does the Song Change?”
Recap When we all look back at our quarterly notes written throughout 2022, there will be a common refrain. It …
2022 2nd Quarter Commentary: “Inflation Has Everyone on Edge – What Comes Next? ”
Recap In a continuation of the first quarter, stocks and bonds struggled to find any sort of traction in the …
VIDEOS
Markets in 2 Minutes – March 2023
With all the recent headlines about what’s happening in the housing market, Emily Platt of the Investment Team shares our …
Markets in 2 Minutes – February 2023
In this edition of Markets in 2 Minutes, Chris Maxey of the Investment Team explains what’s been going on in …
Winter 2023 Market Recap & Outlook
After a difficult year for the markets, our team discusses some of the investing trends that made headlines in 2022 …
FINANCIAL DICTIONARY
Price/Earnings Ratio (P/E Ratio)
P/E Ratio Meaning The Price/Earnings Ratio (P/E Ratio) is a ratio used by investors to help evaluate how cheap or …
Real Estate Investment Trust (REIT)
What is a REIT? A Real Estate Investment Trust, or REIT, is a pooled investment that invests primarily in income-producing …
Health Savings Account
What Is a Health Savings Account? A Health Savings Account, or HSA, is an account that offers individuals covered by …
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 …