Investments & Finance Blog - Wealthspire Advisors

Blog Estate Planning

Incomplete Non-Grantor (ING) Trusts – FAQs

May 10, 2022

What is an Incomplete Non-Grantor (ING) Trust? An ING trust is a trust you set…

Blog Retirement Planning

The Securing a Strong Retirement Act of 2022: What You Need to Know

April 19, 2022

The Securing a Strong Retirement Act of 2022 (aka SECURE Act 2.0) recently passed the…

Blog Cybersecurity

Cybersecurity Best Practices: Staying Vigilant During the Russia-Ukraine Crisis

March 30, 2022

While following cybersecurity best practices is always important, there are often events that bring the…

Blog Behavioral Finance Investing

How Should I React to Market Volatility?

March 23, 2022

After years of positive market performance, newer investors are seeing for the first time that…

Blog Investing

Puncturing Inflation

March 15, 2022

“We don’t really know what it is, we don’t really know what causes it, we…

Blog Financial Planning

How Medical Professionals Can Build a Solid Financial Plan

March 1, 2022

The pandemic has been taking a grueling toll on medical professionals. According to a recent…

Blog Executive Planning Financial Planning

What Corporate Executives Should Know About Their Equity Compensation

February 2, 2022

You work so hard to drive company performance, and your success and accomplishments provide additional…

Blog Behavioral Finance Financial Planning Investing

When Is the Right Time to Hire a Financial Advisor?

January 18, 2022

Many people think you shouldn’t hire a financial advisor until you have accrued a great…

Blog Executive Planning Financial Planning

What Are Incentive Stock Options (ISOs)?

January 13, 2022

All of today’s largest, blue-chip companies began as the small start-ups of yesterday. Some created…

Blog Estate Planning Tax Planning

Mitigate New York’s Estate Tax Cliff with Smart Estate Planning and Gifting Strategies – 2022 Update

January 1, 2022

While the large increase in the federal estate tax exemption has provided many with federal…

Blog Estate Planning Financial Planning Tax Planning

Estate Planning in Light of Current Law: Your Questions and Our Answers – 2022 Update

January 1, 2022

This post will help you consider estate planning strategies in light of the current federal…

Blog Estate Planning Tax Planning

Basics of Federal Estate, Gift, and Generation-Skipping Transfer (“GST”) Tax – 2022 Update

January 1, 2022

The bad news is that there is a federal tax on assets that you give…

Blog Estate Planning

Spousal Lifetime Access Trusts (SLATs): FAQs – 2022 Update

January 1, 2022

What is a Spousal Lifetime Access Trust (SLAT)? It is a trust that you (the…

Blog Estate Planning Tax Planning

Understanding New York’s Estate Tax “Cliff” – 2022 Update

January 1, 2022

In 2014, dramatic changes were made to New York’s gift and estate tax law. For…

Blog Estate Planning Financial Planning

Pay Attention to How Your Accounts are Titled

January 1, 2022

Do you have sizeable jointly-held accounts with your spouse? Is your estate large enough that…

Blog Financial Planning Retirement Planning

What to Do If You Inherit an IRA Post SECURE-Act

December 14, 2021

Introduction If you inherited all or part of an individual retirement account (IRA) or a…

A couple reviewing their revocable trust with their Wealthspire Financial Planner.

Blog Estate Planning

Revocable Trusts vs. Irrevocable Trusts: What Is the Difference?

December 2, 2021

A trust is an ideal way for individuals to transfer assets either during life or…

Blog Investing

Dow 36,000 Revisited

November 10, 2021

On October 1, 1999, in the midst of the tech stock mania of that era,…

Wealth Management, Finance & Investing Blog

Incomplete Non-Grantor (ING) Trusts – FAQs

How Should I React to Market Volatility?

How Medical Professionals Can Build a Solid Financial Plan

What Corporate Executives Should Know About Their Equity Compensation

When Is the Right Time to Hire a Financial Advisor?

What Are Incentive Stock Options (ISOs)?

Mitigate New York’s Estate Tax Cliff with Smart Estate Planning and Gifting Strategies – 2022 Update

Estate Planning in Light of Current Law: Your Questions and Our Answers – 2022 Update

Basics of Federal Estate, Gift, and Generation-Skipping Transfer (“GST”) Tax – 2022 Update

Spousal Lifetime Access Trusts (SLATs): FAQs – 2022 Update

Understanding New York’s Estate Tax “Cliff” – 2022 Update

Pay Attention to How Your Accounts are Titled

What to Do If You Inherit an IRA Post SECURE-Act

Revocable Trusts vs. Irrevocable Trusts: What Is the Difference?

Compliance

Quick Access