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Investing Archives | Wealthspire

Spring 2021 Market Recap

Video
With record-high equity allocations in portfolios, should investors be concerned? Our investment team tackles this and more, including fixed income and the ramifications of potential tax legislation, in our most recent market recap. Wealthspire Advisors LLC is a registered investment adviser and subsidiary company of NFP Corp. This information should not be construed as a recommendation, offer to sell, or solicitation of an offer to buy a particular security or investment strategy. The commentary provided is for informational purposes only and should not be relied upon for accounting, legal, or tax advice. While the information is deemed reliable, Wealthspire Advisors…
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chartology fixed income

Chartology: What’s Going on in the Fixed Income Markets?

Video
After an interesting start to the year, many are wondering what to make of the fixed income markets. In this edition of Chartology, Chris Maxey of our Investment Team shares his perspective on the current conditions.   Wealthspire Advisors LLC is a registered investment adviser and subsidiary company of NFP Corp. This information should not be construed as a recommendation, offer to sell, or solicitation of an offer to buy a particular security or investment strategy. The commentary provided is for informational purposes only and should not be relied upon for accounting, legal, or tax advice. While the information is…
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Q1 2021 commentary

2021 1st Quarter Commentary: “Modern is the Setting, Not the Theory”

Market Commentary
In this letter: A discussion of Modern Monetary Theory. While interest rates are back up, the rebound in risk-assets continues domestically and abroad. Global context regarding debt, deficits, interest rates, and inflation. Re-reading what we wrote last year at this time, it is amazing to see how much has changed, but also more importantly, how much has stayed the same. We ended last year’s letter with this: “We are entering a unique period where it is getting harder to lean on precedent. Like it or not, the fiscal and monetary policies enacted today, and the associated backstopping of the economy…
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fixed income investing rising rate

Fixed Income Investing in a Rising Rate Environment

By Blog
Expected future returns for the prototypical equity/fixed income portfolio have been coming down for the last few years as valuations of each of the two asset classes therein have become increasingly expensive. For fixed income investors, this has merely been an extension of a longstanding bull market which has seen the yield on the 10-Year U.S. Treasury Note decline from over 15% in the early 1980s to as low as 0.52% in August of 2020. Since that time however, improving prospects for economic growth, largely driven by the successful development of multiple COVID-19 vaccines, have driven bond yields higher by…
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market correction

How to Prepare for a Stock Market Correction

By Blog
There is a lot in the press, online, in chat groups, and on TV telling everyone that the market is at an all-time high and that a market correction could be coming soon. What should you do? Establish a Financial Plan and Stay the Course Creating and sticking to a financial plan – a road map of where you are and want to be financially – will keep you from making knee jerk moves in response to media hype, chat group predictions, and even actual market declines that you may later regret. It’s impossible to time the market. No one…
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