Financial Planning News & Resources

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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 …

long term care

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. …

senior couple discuss paperwork

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 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 …

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 …

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

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 …