Welcome StratWealth team and clients! Learn more here.

Tag

Trending Topics Archives | Wealthspire

gamestop

Trading vs. Investing: What We Can Learn from the GameStop Saga

By Blog
I was recently quoted in an article for Long Island Newsday, and mentioned that there are big differences between investing and trading. Both want to profit from appreciation in the stock market, but the time horizons are very different. Investing is long-term – it considers your goals, risk tolerance, liquidity needs, and longevity. You look to diversify your portfolio appropriately for your circumstances and put money across various asset classes. Ideally, you rebalance as markets move and stick to your long-term plan in the face of market volatility. For many investors, trading, on the other hand, can be focused on…
Read More
market recap

Winter 2021 Market Recap

Video
As 2020 has finally come to an end, our Investment Team shares their insights on the year's investment trends and discusses what's to come in our Winter Market Recap. Winter 2021 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…
Read More

Paycheck Protection Program (PPP) and Employee Retention Credit (ERC) Updates

By and Blog
There has been an almost constant buzz over the past few weeks concerning various stimulus packages and potential tax code changes. A disciplined planning process certainly incorporates what is known, while also exploring what might be.   With the combination of President Biden’s inauguration and Democratic control of both houses of Congress, along with nearly $9 trillion of stimulus spending, most anticipate tax increases for both individuals and corporations. In this blog written prior to the election, our team provides a recap of some of the initial Biden proposals. As the elections (including Georgia runoffs) are now complete, expectations are becoming somewhat…
Read More

2020 4th Quarter Commentary: “2020: Happily In Hindsight”

Market Commentary
In this letter: As 2020 ends, the contrast between solid financial markets and the ravages of COVID-19 continued Both equity and fixed income markets saw noticeable regime changes during the year The classic 60% equity/40% fixed income portfolio just had its best two-year return since 1997-1998 A year-end investment commentary typically talks on performance, valuations, levels of market indices and rates, to name a few common topics. It would be tone deaf of us, however, not to acknowledge upfront the profound impact the COVID-19 pandemic has had on all of us and our families: the headline number of cases, hospitalizations,…
Read More
PPP loans Flexibility Act

Paycheck Protection Program (PPP) Loans: Round 2 Updates

By Blog
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…
Read More
holiday reading list

Holiday Reading List 2020

By Blog
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.…
Read More
bitcoin

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

By Blog
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…
Read More
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.…
Read More
2020 internship program

Our 2020 Internship Program

By Blog
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…
Read More