Financial Planning News & Resources

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2022 Year-End Planning Tips

In some ways, 2022 was a better year than 2021 or 2020. The pandemic, while still not behind us, is …

staying invested for the long run

4 Reasons to Stay Invested for the Long Run

2022 has been a challenging year for investors. Although this type of drawdown in equity markets is not uncommon, what …

education transitions

Special Needs Planning – FAQs

Having a comprehensive estate plan in place is important for everyone, regardless of your personal family life, and can cover …

GUIDES & WHITEPAPERS

A Guide to Qualified Personal Residence Trusts (QPRTs)

What is a Qualified Personal Residence Trust? A Qualified Personal Residence Trust (“QPRT”) is an irrevocable trust that holds either …

tax savings qsbs

Tax Planning Opportunities with QSBS – “Packing” & “Stacking”

Section 1202 – An Overview Previously, we’ve discussed the historical context, shareholder/corporate qualification requirements, and common shareholder issues faced by …

Two gold bands and a gavel on a forest green book illustrating the divorce asset planning guide from Wealthspire.

Divorce Asset Planning Guide

Take control of your finances during and after divorce with our complimentary divorce planning guide.

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 …

q2 2022 commentary

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 …

q1 2022 commentary

2022 1st Quarter Commentary: “Bound by Bonds”

We relayed a note in late February discussing the war in Ukraine, our thoughts, a few points on markets, and …

VIDEOS

Markets in 2 Minutes – November 2022

How are the conditions of China’s economy and markets affecting U.S.-based investors? If your investments are diversified, your exposure may …

Markets in 2 Minutes – October 2022 – Part 2

Currently, the strength of the U.S. dollar may prove advantageous for travelers, but poses some challenges for global investors. Connor …

Markets in 2 Minutes – October 2022

Despite discomfort resulting from ongoing market volatility, it’s important to stay invested, as historical bear markets have taught us that …

FINANCIAL DICTIONARY

price earnings ratio

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

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

Health Savings Account

What Is a Health Savings Account? A Health Savings Account, or HSA, is an account that offers individuals covered by …