Articles

Many financial planners say focusing on “breaking even” can lead retirees to make the wrong Social Security claiming decision – here’s what to consider instead.

Entering the new year, investors find themselves reflecting on the last twelve months, assessing what took place and where we go from here. With the multi-pronged support of monetary and fiscal policy, the U.S. economy continued to shine, leading to continued profitability for corporate America and strength across risk assets. In this letter, we also talk about the Fed policy pivot and how diversified portfolios worked in a year when so much focus was on artificial intelligence (AI). Mid‑Cycle

A serious diagnosis doesn’t just change your health; it changes your timeline, your priorities, and the conversations you need to have with your family. Click here to download our comprehensive eBook and gain access to a framework – financial, legal, and emotional – for navigating what comes next. You can also access our Financial Readiness Checklist here.

For the last nine years, the Alternative Minimum Tax (AMT) has receded from view for many high-income households. The 2017 Tax Cuts and Jobs Act (TCJA) raised exemption amounts and pushed phaseout thresholds high enough that AMT became a concern primarily for those with very specific tax profiles. Beginning in 2026, that changes. While the One Big Beautiful Bill Act (OBBBA) permanently extends the higher AMT exemption amounts introduced under the TCJA, it also significantly alters how quickly t

We're proud to recognize the 2025 recipients of The Wealthspire CFP® Certification Diversity Scholarship - Sherice Forde, Amani Kayat, Whitney McDonald, and Alexandra Whitcher.