Trending Topics Archives - Wealthspire

Markets in 2 Minutes – May 2022

By Video

Whether you’re a more conservative or aggressive investor, you’ve likely experienced similar levels of loss in your portfolio so far this year. In this month’s edition of Markets in 2 Minutes, Connor Darrell of the Investment Team discusses this unique phenomenon and provides some historical context to help investors know what to expect moving forward.

The Securing a Strong Retirement Act of 2022: What You Need to Know

By Blog
The Securing a Strong Retirement Act of 2022 (aka SECURE Act 2.0) recently passed the House (by a 414-5 margin, so, believe it or not, on a bipartisan basis), and looks to have enough support to pass the Senate sometime this year. Introduced by Reps. Kevin Brady (R-Texas) and Richard Neal (D-Massachusetts), who led the original SECURE Act of 2019, the bill looks to encourage Americans to save for retirement. Below are the current highlights: The original SECURE Act raised the age at which you must start taking required minimum distributions (RMDs) from traditional IRAs and 401(k)s to age 72 from age…
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q1 2022 commentary

2022 1st Quarter Commentary: “Bound by Bonds”

Market Commentary
We relayed a note in late February discussing the war in Ukraine, our thoughts, a few points on markets, and associated historical reactions to similar acts between nations. We will not touch on it again here but will repeat our sentiment. The loss of human life that has occurred and may continue in the coming months or even years is extremely tragic, and we feel for everyone who will be directly impacted. Discussing markets during a period of war is always secondary, but as stewards of capital for our clients, it remains a necessity. Recap It was the worst quarter…
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Cybersecurity Best Practices: Staying Vigilant During the Russia-Ukraine Crisis

By and Blog
While following cybersecurity best practices is always important, there are often events that bring the importance of these measures back to the forefront, and the ongoing Russia-Ukraine conflict is no exception. In addition to committing devastating physical acts of war in neighboring geographies, the Russian government has also proven itself capable of malicious cyberactivity, which could potentially extend far beyond any nation’s borders. From attacks on energy to interruptions in supply chain and even breaches in financial data, the scope of cyber threats continues to expand, so it’s more crucial than ever to remain vigilant and take preventative steps to…
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Puncturing Inflation

By Blog
“We don’t really know what it is, we don’t really know what causes it, we don’t really know how to measure it, but we really know we’re worried about it!” The stock market is never happy unless it has something miserable to complain and worry about. Having moved on incredibly quickly from a worldwide pandemic, the chattering investor classes have retrained their sights on that old 1970s bugaboo, “inflation.” As you can tell from the cumbersome subtitle, inflation is the most confusing and misunderstood investment concept that we think about. Every policy maker, every economist, and every investor has a…
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