Cash Balance Pension Plan
What Is a Cash Balance Pension Plan A cash balance pension plan is a type of employer-sponsored retirement plan that ...
Markets in 2 Minutes – January 2024
In the newest edition of Markets in 2 Minutes, Emily Platt of the Investment Team reflects on the surprising strength ...
Beyond Wealth: Integrating Financial Planning and Investor Behavior
As financial advisors, our purpose is to increase the financial well-being of our clients. And, although I believe we add ...
Markets in 2 Minutes – November 2023
In the latest edition of Markets in 2 Minutes, Emily Platt from the Wealthspire Investment Team delves into the U.S. ...
Equity Partner
What is An Equity Partner An equity partner is an individual who holds an ownership stake in a business, with ...
Markets in 2 Minutes – October 2023
Interest rates have continued to surge higher as a result of stronger than anticipated economic data. In this month’s edition ...
Growth Fund
Growth Fund Definition A growth fund is an investment vehicle, typically offered by mutual fund corporations or Exchange-Traded Fund (ETF) ...
Hedge Fund
What Is a Hedge Fund? A hedge fund is a pool of money from both established individuals and large organizations, ...
Markets in 2 Minutes – September 2023
The U.S. has seen a significant surge in credit card debt, surpassing the $1 trillion mark, amidst rising interest rates. ...
A “How To” Guide to Retirement Savings for the Self-Employed
In the past, I’ve received calls from clients who had already retired but decided to get back into the game ...
Rule of 72 – Compound Interest
What Is Compound Interest? Compound interest is the interest on savings calculated on both the initial principal and the interest ...
2023 3rd Quarter Commentary: “Rising Rates from A to ZIRP”
Recap The third quarter brought back volatility after a first half rebound, with stocks and many bonds giving up some, ...