Investments & Finance Blog - Wealthspire Advisors

Blog Risk Management & Insurance

Laddering Life Insurance to Reduce Costs

April 29, 2021

A Brief History of Life Insurance Life insurance is a powerful tool in wealth management…

Blog Investing

Fixed Income Investing in a Rising Rate Environment

April 15, 2021

Expected future returns for the prototypical equity/fixed income portfolio have been coming down for the…

Blog Tax Planning

The Child Tax Credit: 2021 Updates

April 13, 2021

The Child Tax Credit has existed in many forms over the last 20 years, but…

Blog Tax Planning

The Shape of Things to Come: 2021 Tax Law Proposals

April 8, 2021

Although I am writing this in early April, I promise you, this is no April…

Blog Behavioral Finance Investing

How to Prepare for a Stock Market Correction

April 6, 2021

There is a lot in the press, online, in chat groups, and on TV telling…

Blog Financial Planning Wealth Transitions

Planning Challenges for Rising Partners at Top Law Firms

March 30, 2021

Attorneys at the largest, most selective law firms work in a rarefied space. They serve…

Blog Financial Planning

Advisor Designations and What They Mean

March 23, 2021

When looking for a financial advisor, you’ve probably noticed the “alphabet soup” of letter combinations…

Blog Estate Planning Tax Planning

How Are Trusts Taxed? FAQs

March 16, 2021

With the tax season fast approaching, you may have questions about how your trust is…

Blog

Why Do We Need A Women’s History Month?

March 8, 2021

For many young girls today, this may be a valid question. But for many of…

Blog Impact Investing Investing

Introduction to Impact Investing: History, Strategies, and Trends

March 2, 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…

Wealth Management, Finance & Investing Blog

Laddering Life Insurance to Reduce Costs

The Child Tax Credit: 2021 Updates

How to Prepare for a Stock Market Correction

Planning Challenges for Rising Partners at Top Law Firms

Advisor Designations and What They Mean

How Are Trusts Taxed? FAQs

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

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