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. ...
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 ...
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 ...
Markets in 2 Minutes – September 2023
The U.S. has seen a significant surge in credit card debt, surpassing the $1 trillion mark, amidst rising interest rates. ...
Talking About Money: Navigating Wealth Transfers Across Generations
As financial advisors, we have the privilege of working with numerous families, witnessing their triumphs, heartbreaks, milestones, and life transitions. ...
Markets in 2 Minutes – August 2023
In our newest edition of Markets in 2 Minutes, Connor Darrell of the Investment Team discusses a widely covered story ...
Summer 2023 Market Recap & Outlook
“What a difference a year makes.” Tune in to our newest market recap video as our team discusses what’s changed ...
Markets in 2 Minutes – July 2023
As we reach the midpoint of the year, the equity markets have shown impressive returns, yet notable disparities arise in ...
2023 2nd Quarter Commentary: “A Welcome Return to Precedented”
It would be avant-garde if we had ChatGPT write this quarterly letter. Alas, we did not. Humans still write this ...
2023 3rd Quarter Commentary: “Rising Rates from A to ZIRP”
Recap The third quarter brought back volatility after a first half rebound, with stocks and many bonds giving up some, ...