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investor behavior

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 ...

Q3 2023 commentary

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, ...

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. ...

retirement savings

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 ...

Markets in 2 Minutes – August 2023

In our newest edition of Markets in 2 Minutes, Connor Darrell of the Investment Team discusses a widely covered story ...

Summer 2023 Market Recap & Outlook

“What a difference a year makes.” Tune in to our newest market recap video as our team discusses what’s changed ...