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market recap

Fall 2020 Market Recap

Video
Decoding the data, evolving market trends, and getting your financial house in order as year-end approaches - hear our team's analysis of the current investment landscape in our Fall Market Recap. Fall 2020 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.…
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2020 3rd quarter commentary

2020 3rd Quarter Commentary: “The Gorillas are Not Bigger Than the Room”

Market Commentary
A Full Troop of 800-Pound Gorillas: Elections, Taxes, COVID-19, and the Markets In this letter: Without statistical support, political party and tax regime changes have not translated to discernable market performance. Global fiscal and monetary stimulus during COVID already far surpass what the world saw during and after the Great Recession. Equity and credit markets domestically and abroad continued to shrug off headlines, helping recoup some if not all of the losses from earlier this year. Anchored short-term interest rates helped investment grade fixed income yet another quarter. We habitually write about the folly of investing based on headlines. Shocks,…
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market recap

Summer 2020 Market Recap

Video
“It’s as if there is a bubble for use of the word ‘unprecedented.’” Listen to Michael Moriarty and Dmitriy Katsnelson’s most recent analysis of the investment landscape in our Summer Market Recap. Summer 2020 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…
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inherited IRA

What To Do With an Inherited IRA

By Blog
Losing a loved one can bring not only an emotional burden, but also significant financial responsibilities related to settling the estate. If you are a beneficiary to retirement plan assets, you may inherit control of all or part of a retirement plan account. So, what exactly can one do with an inherited Individual Retirement Account (IRA) or a Roth IRA? What responsibilities do you have to the newly inherited account? The answers to these questions may depend on your relationship to the deceased. Here I will discuss several factors that will determine what you can do with inherited retirement assets.…
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2020 q2

2020 2nd Quarter Commentary: “Another Ride on the Roller Coaster?”

Market Commentary
At A Glance Volatility from the first quarter bled into the second, though this time to the upside. Equity markets staged a strong rally in Q2 2020 with US markets up anywhere from 15%-25% and international markets slightly behind but still up double digits. The long-anticipated rotation from growth stocks into value showed some fits and starts in Q2, but growth stocks still ended Q2 ~25% ahead of value YTD. Fixed Income markets rallied as well, especially the riskier credit markets that suffered heavily in Q1 2020. The continued dissonance between the strength of the financial markets and the worsening…
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