Articles

Investing isn't just about picking the right mix of stocks and bonds. It's about understanding the forces that influence markets and how your own behavior can impact outcomes.

New York, NY – December 9, 2025 – Wealthspire announces the appointment of its executive leadership team to guide the firm’s next phase of integration and growth. In addition to previously announced appointments of Mike LaMena as chief executive officer and Carl Nelson as president, Wealthspire has named: Mike Goss, Chief Revenue Officer (CRO): Mike will be serving in a dual role as both the CRO and the president of Wealthspire Institutional, which includes Wealthspire Retirement Advisory. As

Join Business Owner Bootcamp co-host Sandy Wiggins and guest Kurt Snyder for a dynamic conversation blending the grit of ultra-marathon running with the art of building resilient businesses.

For many partners at top law firms, their earnings represent the first time in that person’s family history that such wealth has been generated. With this first-generation wealth creation comes certain challenges and many opportunities. As a partner in a law firm, they now have additional financial and tax responsibilities that they may not be fully aware of. Many focus on financial planning and investment advice but often do not spend enough time thinking about how to efficiently transfer newl

What Is the Debt Ceiling? The term debt ceiling often makes headlines, especially when Congress debates whether or not to raise it. But what does it mean exactly, and why does it matter to investors and households? The debt ceiling is the maximum amount of money the U.S. government is legally allowed to borrow to meet its existing financial obligations. Those obligations include things like paying interest on the national debt, Social Security and Medicare benefits, military salaries, and tax r

Understanding tariffs is essential for anyone following the global economy or anyone who manages an investment portfolio that could be influenced by trade policy. Here we’ll answer some of the most common questions about tariffs, how they work, and why they matter to investors. What Is a Tariff? A tariff is a tax that a government places on imported goods and services. The goal is typically to make foreign products more expensive compared to domestic ones, encouraging consumers and busines

For a non-resident alien (NRA), a term we will define shortly, investing in the U.S. involves a unique set of tax rules. These rules can be surprisingly favorable in some areas and dangerously punitive in others. Understanding this duality is the first step toward building a successful and tax-efficient U.S. investment strategy. This article is designed to simplify these complex concepts. It is not personal tax advice, as every client’s situation is unique, but rather an educational guide to he