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3 Tips to Help Junior Partners Avoid Lifestyle Creep
Lifestyle creep, or lifestyle inflation – when expenses rapidly rise to match newfound income – ensnares countless newly minted partners. …
Charitable Giving for the High-Net-Worth Individual
Charitable giving is an important part of life for many clients. Whether donating money or property, dedicating time and effort, …
6 Estate Planning Tips for Pet Owners
For many of us, our pets are beloved members of our families. They bring companionship and happiness, and like our …
PODCASTS
Teaching Finance: Rachel Haberman’s Journey from Teacher to Aspiring Financial Advisor
Rachel Haberman is a senior advisor associate in the firm’s Madison, WI office, providing advisors and clients with an enhanced …
Designing Success: Channing Olson’s path to RIA leadership through operational excellence
Channing has long been an outspoken advocate for the RIA industry, helping to establish the standard for operational efficiency within …
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 …
GUIDES & WHITEPAPERS
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 …
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
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 …
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 …
VIDEOS
Markets in 2 Minutes – May 2023
As the debt ceiling remains a prominent topic in the headlines, Emily Platt of the Investment Team discusses the history …
Markets in 2 Minutes – April 2023
It’s easy to get caught up in the market headlines, but maintaining a long-term perspective is key. In the latest …
Markets in 2 Minutes – Silicon Valley Bank
In a special edition of Markets in 2 Minutes, Chief Investment Officer Michael Moriarty reiterates our team’s thoughts on the …
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 …
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 …