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Markets in 2 Minutes – February 2024

In the newest edition of Markets in 2 Minutes, Emily Platt of the Investment Team reflects on the spike in ...

Charlie Munger & Warren Buffett

The Abominable No-Man and the Oracle of Omaha

The recent passing of Charlie Munger, Vice Chairman of Berkshire Hathaway, made us reflect on his and Warren Buffet’s successful ...

Winter 2024 Market Recap & Outlook

In our winter 2024 market recap and outlook, members of the Investment Team discuss what really happened in the markets ...

Q4 2023 market commentary

2023 4th Quarter Commentary: “A Welcome Return to Positive Performance”

Recap Last year was generally risk on in most asset classes, headlined by the S&P 500 up over 20%. Indices ...

Markets in 2 Minutes – January 2024

In the newest edition of Markets in 2 Minutes, Emily Platt of the Investment Team reflects on the surprising strength ...

QBI

Qualified Business Income (QBI): Deduction May Create New Planning Strategies for Some Business Owners

The Tax Cuts and Jobs Act of 2017 introduced a 20% tax deduction focused on pass-through businesses. While the deduction ...

‘Tis the Season for Cyber Thievin’

The holidays provide a great opportunity for fraudsters to unleash their schemes, knowing that we are busy traveling, shopping, and ...

Corporate Transparency Act

The Corporate Transparency Act: What Business Owners, LLCs, and FLPs Should Know

As we step into 2024, entity owners are facing a new regulatory landscape, significantly shaped by the Corporate Transparency Act ...

Markets in 2 Minutes – November 2023

In the latest edition of Markets in 2 Minutes, Emily Platt from the Wealthspire Investment Team delves into the U.S. ...

college to pro athlete

Maximizing Earnings Through NIL Contracts: A Guide for College Athletes

The recent introduction of the Name, Image, and Likeness (NIL) policy has revolutionized the world of college sports. Now, student ...

impact of AI

The Impact of Artificial Intelligence on Financial Advisors and RIAs

Technology has been exponentially growing since the 60s, doubling every one and a half to two years.[i] Each technological innovation ...

Markets in 2 Minutes – October 2023

Interest rates have continued to surge higher as a result of stronger than anticipated economic data. In this month’s edition ...