Investments & Finance Blog - Wealthspire Advisors

Blog Impact Investing Investing

Introduction to Impact Investing: History, Strategies, and Trends

February 24, 2021

When it comes to modern investing, individuals have a multitude of options to choose from…

Blog Investing

Trading vs. Investing: What We Can Learn from the GameStop Saga

February 23, 2021

I was recently quoted in an article for Long Island Newsday, and mentioned that there…

Blog Investing

What Is An OCIO?

February 18, 2021

What is an OCIO? An Outsourced Chief Investment Officer (OCIO) acts as a full-service third-party…

Blog Divorce Financial Planning Wealth Transitions

Financial Awareness and Divorce

February 9, 2021

I have been approached by many matrimonial attorneys, therapists, and divorce coaches who ask me…

Blog Business Owners Financial Planning Tax Planning

The Powerful Tax Savings of “Qualified Small Business Stock”

February 2, 2021

IRC Section 1202 provides one of the most powerful tax benefits in the U.S. Internal…

Blog Estate Planning Tax Planning

Mitigate New York’s Estate Tax Cliff with Smart Estate Planning and Gifting Strategies – 2021 Update

January 31, 2021

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 Tax Reform: Your Questions and Our Answers – 2021 Update

January 31, 2021

This post will help you unpack some of the estate and gift tax provisions of…

Blog Estate Planning Tax Planning

Basics of Federal Estate, Gift and Generation-Skipping Transfer (“GST”) Tax – 2021 Update

January 31, 2021

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

Blog Estate Planning

Spousal Lifetime Access Trusts (SLATs): FAQs – 2021 Update

January 31, 2021

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” – 2021 Update

January 31, 2021

It has been over six years since some dramatic changes were made to New York’s…

Blog Estate Planning Financial Planning

Pay Attention to How Your Accounts are Titled

January 31, 2021

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

Blog Business Owners Covid-19

Paycheck Protection Program (PPP) and Employee Retention Credit (ERC) Updates

January 26, 2021

There has been an almost constant buzz over the past few weeks concerning various stimulus…

Blog Business Owners Covid-19

Paycheck Protection Program (PPP) Loans: Round 2 Updates

January 14, 2021

The Small Business Administration (SBA) recently released more information regarding the second round of Paycheck…

Blog Estate Planning

The One Question All Trustees Should Ask Themselves

January 6, 2021

Have you ever seen the show The World’s Most Extraordinary Homes? My favorite segment in…

Blog Education Planning

Refinancing of Student Loans

December 17, 2020

This summer, we wrote a bit about the different types of student loans that are…

Blog

Holiday Reading List 2020

December 15, 2020

In a year like no other, being at home for the holidays may present you…

Blog Financial Planning Retirement Planning

Retirement Calculator Test Drive: Which Will Work Best for You?

December 10, 2020

Estimating Your Retirement Needs with an Online Calculator Beginning the process of making retirement contributions…

Blog Estate Planning Financial Planning

Estate Planning Opportunities for Private Equity Partners

December 8, 2020

As a founder of a private equity (PE) fund, you are likely more interested in…

Wealth Management, Finance & Investing Blog

Introduction to Impact Investing: History, Strategies, and Trends

What Is An OCIO?

Financial Awareness and Divorce

The Powerful Tax Savings of “Qualified Small Business Stock”

Mitigate New York’s Estate Tax Cliff with Smart Estate Planning and Gifting Strategies – 2021 Update

Estate Planning in Light of Tax Reform: Your Questions and Our Answers – 2021 Update

Basics of Federal Estate, Gift and Generation-Skipping Transfer (“GST”) Tax – 2021 Update

Spousal Lifetime Access Trusts (SLATs): FAQs – 2021 Update

Understanding New York’s Estate Tax “Cliff” – 2021 Update

Pay Attention to How Your Accounts are Titled

The One Question All Trustees Should Ask Themselves

Refinancing of Student Loans

Retirement Calculator Test Drive: Which Will Work Best for You?

Estate Planning Opportunities for Private Equity Partners

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