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Each year, our Investment Team undertakes a comprehensive review of our capital market assumptions (CMAs) across asset classes. CMAs serve as the foundation of our portfolio construction process because they represent our forecasts for how different asset classes (such as stocks, bonds, real estate, and alternative investments) may perform going forward. The data is then used to approximate the efficient frontier and evaluate tradeoffs between allocating to different types of investments. As pa

When the Tax Cuts and Jobs Act (TCJA) went into effect in December 2017, it enacted several major changes, including an increase in the estate tax exemption amounts and decreases in both individual and corporate tax rates. Now, many provisions of the Act are set to expire at the end of 2025 unless Congress makes them a permanent part of the tax code. Given the impact to your taxes and estate planning strategies, now is the time to start preparing for these anticipated changes. In this post, we’

The following is a brief summary of the changes to the estate, gift, and GST exemptions that will occur due to the sunset of provisions in the Tax Cuts and Jobs Act of 2017. Our team outlines some of the timely implications on tax planning and estate planning that should be considered. For a broader overview of the tax law changes expected in 2026, read this blog post. Introduction The Tax Cut and Jobs Act (TCJA) of 2017 was a major tax reform that, amongst other changes, doubled the estate, gi

Addition of all-woman team expands the firm’s growing Midwest presence New York, May 8, 2024 – Wealthspire Advisors LLC, an NFP company and independent registered investment advisor firm headquartered in New York City, today announced that it has entered a definitive agreement to acquire Walden Wealth Partners LLC, a registered investment advisor firm located in Beachwood, Ohio. Its founders, Karin Maloney Stifler and Sarah Hannibal, each bring decades of experience serving multigeneratio

Reprinted with permission from Randy Kaufman. Randykaufman.com© with research assistance from Dustin Lowman, Guitar & Pen What is a wealth advisor’s greatest asset? To the uninitiated, it might seem like the answer is raw intelligence — IQ. To many people, a wealth advisor’s primary objective should be to structure an investment portfolio that achieves an optimal risk-adjusted return. More is more, more is better, and mastery of the stock market trumps all. IQ certainly has a place in wealt

The landscape of amateur athletics underwent a significant shift with the implementation of the Name, Image, and Likeness (NIL) policy, which has allowed college athletes to monetize their personal brands for the first time. Very quickly over the past few years, young athletes have been able to create substantial followings resulting in fame and significant wealth; however, the transition to professional sports requires planning and strategy to ensure they avoid financial missteps. Similar to a