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Markets in 2 Minutes – November 2022

How are the conditions of China’s economy and markets affecting U.S.-based investors? If your investments are diversified, your exposure may ...

2022 Year-End Planning Tips

In some ways, 2022 was a better year than 2021 or 2020. The pandemic, while still not behind us, is ...

staying invested for the long run

4 Reasons to Stay Invested for the Long Run

2022 has been a challenging year for investors. Although this type of drawdown in equity markets is not uncommon, what ...

Markets in 2 Minutes – October 2022 – Part 2

Currently, the strength of the U.S. dollar may prove advantageous for travelers, but poses some challenges for global investors. Connor ...

Financial Advice: An Art or a Science?

Over the past three and a half decades as a financial advisor, I have experienced my fair share of difficult ...

2022 3rd Quarter Commentary: “When Does the Song Change?”

Recap When we all look back at our quarterly notes written throughout 2022, there will be a common refrain. It ...

Wealthspire Advisors discussing vesting schedules at a table with devices

5 Planning Steps to Consider Before Year-End 2022

As summer ends and we look toward the Fall, you should aim to maximize your opportunities to transfer wealth to ...

Markets in 2 Minutes – October 2022

Despite discomfort resulting from ongoing market volatility, it’s important to stay invested, as historical bear markets have taught us that ...