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Trending Topics Archives | Wealthspire Advisors

Mar 27 2020
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Recent Market Volatility and Satellite Fixed Income

By Blog
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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Mar 20 2020
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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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Mar 11 2020
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markets coronavirus

Markets and the Coronavirus: Frequently Asked Questions

By Blog
Since the end of February, we have seen news around the Coronavirus, which was first discovered in China in early January, continue to emerge at a fast and furious pace. As cases of the virus have been diagnosed around the world, U.S. and global markets have responded sharply to what they view as a potential slow-down related to spread of the disease. Several weeks ago, market observers generally laid out a simplistic 3 scenario model from best to worst case in determining how the impact from the Coronavirus would transpire. While previously those observers were leaning in a more optimistic…
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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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Dec 19 2019
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SECURE Act

The SECURE Act: What You Need to Know

By Blog
On December 16, 2019, Congress agreed to a spending bill which included a law called the Setting Every Community Up for Retirement Enhancement Act (SECURE Act). The SECURE Act was passed only by the House in the summer, but seemed to be falling by the wayside until it was attached to this spending bill. The new law is effective January 1, 2020. Below is some insight into the major implications of this new law, and some thoughts on how to lessen the impact of the most important change: the removal of the stretch RMD provisions on inherited IRAs. What did…
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Dec 17 2019
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WeWork

An Important Lesson from WeWork

By Blog
The appeal of the company mission As a millennial, I grew up during the tech era and social media “boom.” Facebook was born in Mark Zuckerberg’s Harvard dorm room in 2004, a story now made famous by the 2010 movie “Social Network.” The first Apple iPhone was launched to market in 2007, after the massive success of the iPod in the half dozen years prior. Uber launched in 2009 as an alternative to expensive and inefficient taxicab options, paired with new technology that made it possible to summon transportation from a cell phone. These companies have changed the way people…
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Nov 11 2019
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impact investing

Impact Investing: Why it Matters for Investors

By Guides & Whitepapers
Impact Investing has continued to gain popularity with investors across the globe. In this whitepaper, Managing Director Glen Macdonald and SVP Lauren Martin explain what it is, why it is important to investors, and how it can be integrated into your financial plan. Impact investing is on the rise among investors around the world, so much so that The World Economic Forum, Barron’s and leading Wall Street money managers alike have all pronounced that “impact investing has gone mainstream.” This view is backed by evidence of growing demand among investors: at the beginning of 2018, assets under management in the…
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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 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…
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