Financial Planning News & Resources

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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. …

Solo 401k

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 …

retirement savings

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

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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 …

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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 …

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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

private equity

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 …

prepare spouse manage finances

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

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 …

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)

Certificate of Deposit (CD)

What is a Certificate of Deposit? A certificate of deposit, or a CD, COD, or Time Account, is a savings …