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market recap

Spring 2020 Market Recap

Video
Stimulus, State Bankruptcy, and History-making Market Days - our team covers this and more in our newest Market Recap. Watch the full video here. Spring 2020 Market Recap from Wealthspire Advisors on Vimeo.   Wealthspire Advisors is the common brand and trade name used by Sontag Advisory LLC and Wealthspire Advisors, LP, separate registered investment advisers and subsidiary companies 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…
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concentrated stock

Balancing the Risks & Rewards of Concentrated Stock in Your Portfolio

By Blog
It’s been proven that a well-diversified portfolio can be crucial in attaining long-term financial goals – spreading your investments across asset classes balances the risk and reward inherent to any one specific asset. However, if your current or previous benefits package includes company stock, you may find that this creates a concentrated position in your portfolio, a risk that could potentially derail your financial plan. While concentrated stock can generate significant wealth for a successful company’s executives and employees, it also brings added risk to their financial plans. An investment plan that lowers your risk profile while maximizing returns must…
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2020 q1

2020 1st Quarter Commentary: “Poorly Drawn Corollaries”

Market Commentary
There is no way to cover everything in one letter. There never is. Many of you have likely read enough about coronavirus at this point to exercise every last rational and irrational fear you already harbored. Instead, we want to provide context on the situation while also highlighting where common parallels fail. In this letter: A rush for the exits drains liquidity from most equity and fixed income markets resulting in a rapid and significant sell-off that rivals some of the worst we have witnessed in the past 100 years. A global pandemic ends one of the longest economic recoveries…
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scams

Scams, Schemes, and Spoofs: A Pandemic Within a Pandemic

By Blog
To say that Coronavirus has dominated our minds and headlines these past few weeks is an understatement. While most people are worried about their physical and financial health, fraudsters are opportunistically preying on that fear. So, it is more important than ever to be vigilant and aware of various ways hackers can take advantage of you during these uncertain times. Here are some of the recent threats we’ve been seeing and best practices for protecting your identity and money. Cybersecurity Threats Phishing Attacks Phishing usually involves an email or social media post that includes a link or attachment. Scammers are…
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Recent Market Volatility and Satellite Fixed Income

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Our core Fixed Income managers invest in high credit quality sectors such as investment grade municipal and corporate bonds, U.S. Treasury securities, and Government Agency Mortgage Back Securities (MBS). However, many additional fixed income securities exist, primarily of lower credit quality. We call these securities and the managers that invest in them “satellite” fixed income. Two of the largest and best known of these satellite fixed income sectors include High Yield bonds and Bank Loans (aka Leveraged or Senior Loans). The first graph below shows the Yield on the High Yield Index vs. U.S. Treasuries, the “spread”. Please note that…
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Recent Market Volatility and Municipal Bond Markets

By Blog
You may have seen a couple of notes from us over the past few weeks discussing markets and COVID-19. To break up the tone and for additional perspective, we thought it worthwhile to relay what we are hearing from our investment managers. Below are just a couple observations from the many conversations we are having with municipal bond managers about recent volatility in the investment grade muni space. The response was fairly consistent across the board and broke down into liquidity, valuation, and credit quality. Liquidity One manager mentioned that prior to a few weeks ago, municipal bond mutual funds…
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chartology 2019 trends

Chartology: 2019 Market Trends and Reframing Expectations

Video
In this edition of Chartology, Chris Maxey of the Investments Team discusses an exceptional 2019, some of the market trends at play throughout the year, and the importance of reframing expectations going forward.  We thought that the start of the new decade and the start of a new calendar year was a good time for us to reflect back on a couple of things that we've seen happening in the market and provide a bit of perspective as we move forward. One of the things that we have spoken about in the past and that we’ll bring up again is…
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