Investing Archives - Wealthspire

Markets in 2 Minutes – May 2022

By Video

Whether you’re a more conservative or aggressive investor, you’ve likely experienced similar levels of loss in your portfolio so far this year. In this month’s edition of Markets in 2 Minutes, Connor Darrell of the Investment Team discusses this unique phenomenon and provides some historical context to help investors know what to expect moving forward.

one thing market almost never does

The One Thing the Market (Almost) Never Does

By and Blog
Amid the seemingly endless volatility in the U.S. stock market, it may surprise you to know that we have a pretty good idea of what the returns will be from it. Now before you declare us out of our minds (there’s lots of other better evidence for that), notice that we carefully omitted any mention of a time frame in the previous sentence. But the truth is, we have a pretty good idea of what will happen over the next 30 years or so. We have a long data history that tells us that the S&P 500 averages between 9-10%…
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q1 2022 commentary

2022 1st Quarter Commentary: “Bound by Bonds”

Market Commentary
We relayed a note in late February discussing the war in Ukraine, our thoughts, a few points on markets, and associated historical reactions to similar acts between nations. We will not touch on it again here but will repeat our sentiment. The loss of human life that has occurred and may continue in the coming months or even years is extremely tragic, and we feel for everyone who will be directly impacted. Discussing markets during a period of war is always secondary, but as stewards of capital for our clients, it remains a necessity. Recap It was the worst quarter…
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initial public offering IPO

Initial Public Offering (IPO)

Financial Dictionary
What Is an IPO? An Initial Public Offering (IPO) is a company’s first public offering of stock. In an IPO, investment banks buy a private company’s shares and then offer them to the public at a certain offering price. This allows the company to raise capital from public investors. As the stock is traded, the market price may fluctuate from the offering price. Keep in mind that the return and principal value of stock prices will fluctuate as market conditions change. When sold, shares may be worth more or less than their original cost. IPO Process The IPO process is…
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municipal bonds

Municipal Bond

Financial Dictionary
What Are Municipal Bonds? A municipal bond, sometimes called a muni bond, is a debt security issued by a state, county, city, or other political entity (such as a school district) to raise public funds for special projects. The income from municipal bonds is normally exempt from federal income taxes. It may also be exempt from state income taxes in the state in which the municipal bond is issued. Municipal bonds are generally a low-risk investment, but still are subject to a variety of risks, including default risk, market risk (adjustments in interest rates), and call risk. If you buy…
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