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Jan 14 2021
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PPP loans Flexibility Act

Paycheck Protection Program (PPP) Loans: Round 2 Updates

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The Small Business Administration (SBA) recently released more information regarding the second round of Paycheck Protection Program (PPP) loans as the application process opened Monday, January 11 under the $284 billion program authorized by the $900 billion stimulus relief bill signed on December 27, 2020. The loans are available to both first time and second time borrowers. In an effort to give priority to underserved businesses including veteran, minority, and women owned businesses, only loans from community financial institutions will be accepted initially (starting January 11 for first time borrowers and January 13 for second time borrowers). It has not…
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Dec 15 2020
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holiday reading list

Holiday Reading List 2020

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In a year like no other, being at home for the holidays may present you with extra free time for some reading. Our team was eager to share some recent favorites with you, both financial and otherwise, in hopes that you may enjoy them as much as we did. Happy reading! “The Practice: Shipping Creative Work” by Seth Godin Recommended by Nicole Hart In this book, Godin underscores the importance of consistently engaging in creative work without regard to the outcome. He frames creativity – and in particular, the sharing of one’s creative results – as an act of generosity.…
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Nov 24 2020
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bitcoin

Bitcoin: A Brief Update for U.S.-Based Individual Investors

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The following post will attempt to provide an overview of bitcoin's current status. Please note that although we have made an effort to include relevant and up-to-date information, this is a rapidly evolving space and we don't purport that this summary is conclusive or all-encompassing, nor does it constitute financial advice. In it, we will seek to address the following questions at a high level (click to jump to that section): What is bitcoin, and how does blockchain technology work? What are the primary use cases for bitcoin? Why has there been so much recent media buzz around bitcoin? How…
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Oct 30 2020
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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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Sep 01 2020
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2020 internship program

Our 2020 Internship Program

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Like many others, we are now almost five months into a remote work environment, a shift that continues to require flexibility, creativity, and commitment from our team. We have all had to adjust and adapt to working differently in a COVID-19 world. Beyond the daily impact on our normal work routines, the current extended period of telework also called into question the viability of some of our traditional talent management programs, like our summer internship program. Going into this summer, the simplest path would have been to cancel our intern program, given our inability to conduct it in person. The…
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Aug 25 2020
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biden tax proposal

Back to the Future? A Look at Biden’s Tax Proposals

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Somehow lost in all of the news coverage of the COVID-19 pandemic and social unrest, Joe Biden, the former Vice President and current Democratic nominee for President, has proposed a number of individual, payroll, and corporate tax increases to fund new or expanded government programs. The proposal comes as Biden has partnered with Vermont senator Bernie Sanders to further attract progressives to his campaign and allure voters in November. These proposals will have a material impact on higher-income taxpayers. Individual Taxes Summary In general, higher-income taxpayers would face significantly increased income and payroll taxes. The changes would repeal the income…
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Aug 12 2020
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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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Jun 24 2020
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IRS RMD

Return of 2020 RMDs Allowed by New IRS Announcement

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On June 23, the Internal Revenue Service issued a notice that told taxpayers they could unwind any required minimum distributions from their retirement accounts that they had taken in 2020. This provides a significant opportunity for IRA beneficiaries who didn’t need this money for expenses. They can put these distributions back into their IRAs to grow there tax-deferred, lowering their total tax bill. Required Minimum Distributions In general, IRA beneficiaries who are at least 72 years old (or 70½ if they were born before July 1, 1949) are required to take a certain fraction out of their regular IRAs each year.…
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Jun 15 2020
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Equity Investing Since the Dawn of Covid-19

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Stock markets have been on an uncomfortable ride in 2020, leaving open a great deal of confusion and many questions as to what happened and what comes next. While we don’t know with any certainty what comes next, we are beginning to understand what happened as news of the Covid-19 pandemic unfolded and why markets have responded so strongly since March 23rd. This year has once again reminded us that stock market volatility is a basic axiom of investing. Although it may disappear for long stretches and the collective of investors are lulled into a sense of boredom, volatility inevitably…
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