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Feb 13 2020
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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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Feb 10 2020
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market recap

Winter 2020 Market Recap

Video
In our Winter 2020 Market Recap, Chief Investment Officer Michael Moriarty and Chris Maxey of the Investments Team address the unusual market performance of 2019 and discuss the looming elephant (or donkey) in the room – the upcoming 2020 election. Winter 2020 Market Recap from Wealthspire Advisors on Vimeo.   Michael Moriarty: We're coming off of a very fun Q4 and a very fun 2019. Chris Maxey: I think, somewhat unexpectedly, we saw that 2019 was really a fantastic year. If you look at – just call it a simple 50/50 portfolio – it was the best year that we've…
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Jan 28 2020
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2019 q4 commentary

2019 4th Quarter Commentary: “Farsighted Expectations”

Market Commentary
The last time a balanced 50% stock/50% bond portfolio performed better than in 2019 was back in 1997 Market observers have a mixed track record on short-term (1 year) predictions but much better on a longer term (10+ years) Those longer-term market projections suggest more tepid performance for a balanced portfolio over the next decade than what was enjoyed over the most recent 10 years and especially over the last year Politics can lead to sub-optimal decision making – make portfolio changes, if desired or needed, because of your financial circumstances and where you are versus your financial goals; we…
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Nov 05 2019
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market recap

Fall 2019 Market Recap

Video
In our Fall 2019 Market Recap, Deputy Chief Investment Officer Dmitriy Katsnelson and Chief Investment Officer Michael Moriarty offer insights into this quarter's market and investment trends. Fall 2019 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 information is deemed…
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Oct 29 2019
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market recap

Summer 2019 Market Recap

Video
In our Summer 2019 Market Recap, Dmitriy Katsnelson and Michael Moriarty of our investments team discuss recent market trends and what to expect looking ahead. 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 information is deemed reliable, Wealthspire Advisors, LP cannot guarantee its accuracy, completeness, or suitability…
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Oct 29 2019
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recession

2019 3rd Quarter Commentary: “The Recession is Coming! The Recession is Coming! What is a Recession Anyway?”

Market Commentary
One of our least favorite things about investing is the remarkable imprecision of language. There are so many terms like "risk," "momentum," "smart beta", and "asset class" (among many others) that have no precise definition-- and yet, everyone assumes they know what those terms mean. We were thinking about this recurrent complaint while being barraged with articles and narratives about the inevitable coming "recession." While we don't want to seem callous, our concern is with the effect of a "recession" on portfolio returns, not the actual economic effects. Assuming the next "recession" is more of the garden variety and not…
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Aug 27 2019
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August 2019 Chartology

Chartology: August 2019

Video
In this month's edition of "Chartology", Deputy Chief Investment Officer Dmitriy Katsnelson provides context around today's low-yield environment. Welcome to our latest Chartology where we're going to be talking about yield. It's a topic that's been more and more prevalent in the news as of late. It's been one that we've been answering a lot of questions from with clients. So we want to spend a little bit of time today just providing a little bit of context of where we are today relative to the past, and also what that potentially means going forward. In front of you, you…
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Aug 01 2019
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retirement savings

A “How To” Guide to Retirement Savings for the Self-Employed

By Blog
Recently, we received a call from a client who had previously retired but had decided to get back into the game and provide consulting services as an independent contractor. Part of the conversation was a discussion of the different approaches to consider in deferring income recognition and investing some of these newly earned funds in a tax efficient manner. Below we review some of the most common retirement savings strategies a self-employed person could utilize, and explore the pros and cons of each: Traditional IRA A traditional IRA is a method to save for retirement with tax benefits. Contributions made…
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Jul 24 2019
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2019 2nd Quarter Commentary: “From Fear to FOMO”

Market Commentary
It was just over six months ago that we penned a piece about the then market sell-off, cautioning against knee-jerk reactions to short-term headlines such as “Worst December Since 1937” amongst others. Well, it did not take long. At 4:01 ET on Friday, June 28, a headline flashed across the Bloomberg terminal: “S&P 500 Has Best First Half of Year Since 1997.” This time around, we again urge calm, in this case against the fear of missing out, or FOMO. We often write about why we choose to be strategic investors, and will not rehash it all here, but there…
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