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Investing Archives | Wealthspire

impact investing

Introduction to Impact Investing: History, Strategies, and Trends

By Blog
When it comes to modern investing, individuals have a multitude of options to choose from and a myriad of ways to implement their desired investments. As part of those options, the rise of impact investing has created some fundamental changes in how investors view their asset portfolios. Assessments of a corporation’s performance on environmental, social, and governance (ESG) criteria have made it easier than ever for investors to align their personal values with their investment portfolios, and many have chosen to do so. Impact investing started as a means for organizations to avoid those areas that directly conflict with their…
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gamestop

Trading vs. Investing: What We Can Learn from the GameStop Saga

By Blog
I was recently quoted in an article for Long Island Newsday, and mentioned that there are big differences between investing and trading. Both want to profit from appreciation in the stock market, but the time horizons are very different. Investing is long-term – it considers your goals, risk tolerance, liquidity needs, and longevity. You look to diversify your portfolio appropriately for your circumstances and put money across various asset classes. Ideally, you rebalance as markets move and stick to your long-term plan in the face of market volatility. For many investors, trading, on the other hand, can be focused on…
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impact investing

Wealthspire Advisors Rolls Out Impact and ESG-Based Investment Portfolios

In the News
New York, February 22, 2021 – Wealthspire Advisors unveiled today a suite of impact investing solutions for clients seeking to align their investments with personal values. This new comprehensive offering includes customizable investment portfolios as well as a set of tools designed to support multi-generational relationships and encourage conversations around values-based investing with family members. The ultimate goal of the Wealthspire Advisors solution is to allow clients to reflect and support their personal values through their portfolios using investment selections that maintain the rigor of the core Wealthspire investment offerings. The new capabilities also position Wealthspire Advisors to better respond…
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ocio

What Is An OCIO?

By Blog
What is an OCIO? An Outsourced Chief Investment Officer (OCIO) acts as a full-service third-party provider to wealth management, investment management, or consulting firms and takes on the investment related responsibilities of those organizations. That typically includes setting the strategic asset allocation, selecting managers to oversee day-to-day portfolio management, and providing guidance on the overall direction of clients’ investment portfolios. Beyond the obvious investment management function, an OCIO can provide huge benefits to an RIA seeking additional expertise and leverage by providing key deliverables that will free up time for advisors to spend with clients. Not only does an OCIO…
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market recap

Winter 2021 Market Recap

Video
As 2020 has finally come to an end, our Investment Team shares their insights on the year's investment trends and discusses what's to come in our Winter Market Recap. Winter 2021 Market Recap from Wealthspire Advisors on Vimeo.   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…
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2020 4th Quarter Commentary: “2020: Happily In Hindsight”

Market Commentary
In this letter: As 2020 ends, the contrast between solid financial markets and the ravages of COVID-19 continued Both equity and fixed income markets saw noticeable regime changes during the year The classic 60% equity/40% fixed income portfolio just had its best two-year return since 1997-1998 A year-end investment commentary typically talks on performance, valuations, levels of market indices and rates, to name a few common topics. It would be tone deaf of us, however, not to acknowledge upfront the profound impact the COVID-19 pandemic has had on all of us and our families: the headline number of cases, hospitalizations,…
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rebalancing

An Introduction to Rebalancing

By and Blog
In the world of investing, rebalancing refers to the process of adjusting assets in one’s portfolio in order to maintain a certain level of risk and the desired asset allocation. Rebalancing seeks to keep investors on track to reach their overall investment goals. Portfolio rebalancing has endured the test of time as a key component of any investor’s long-term investment plan. However, it is generally accepted at face-value and many investors are unsure of the underlying logic behind rebalancing. Is the goal to increase returns, reduce risk, or perhaps some combination of the two? When is it appropriate to rebalance?…
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bitcoin

Bitcoin: A Brief Update for U.S.-Based Individual Investors

By Blog
The following post will attempt to provide an overview of bitcoin's current status. Please note that although we have made an effort to include relevant and up-to-date information, this is a rapidly evolving space and we don't purport that this summary is conclusive or all-encompassing, nor does it constitute financial advice. In it, we will seek to address the following questions at a high level (click to jump to that section): What is bitcoin, and how does blockchain technology work? What are the primary use cases for bitcoin? Why has there been so much recent media buzz around bitcoin? How…
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