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Jan 31 2022
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Winter 2022 Market Recap & Outlook

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After a strong year for equity markets comes to a close, our team reflects on the trends of 2021 and looks ahead to some of 2022's most pressing topics - inflation, the Fed, mid-term elections, and more. 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 information is…
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Jan 11 2022
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q4 2021 commentary

2021 4th Quarter Commentary: “A Bit of Déjà Vu”

Market Commentary
Recap A reasonable person could sit here at the end of 2021 and have a sense of Groundhog Day – like last year at this time, COVID is dominating headlines and impacting the way we live, work, travel, and socialize. On the positive side, we also have equity markets generating robust performance. In fact, in 2021, the S&P 500 returned greater than 15% for the third straight year – you have to go back to the dot-com boom in the late 90s to see such consecutive performance, and besides then, no other time since 1940. We will recap some of…
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Nov 10 2021
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dow 36000

Dow 36,000 Revisited

By Blog
On October 1, 1999, in the midst of the tech stock mania of that era, James K. Glassman and Kevin Hassett published their notorious book, Dow 36,000: The New Strategy for Profiting from the Coming Rise in the Stock Market. When the tech bubble burst the next March, Glassman and Hassett became the butt of many jokes for the audacity and timing of the book. In full disclosure, I know and like Jim Glassman and he has been very kind to me in my career; but Jim and Kevin forgot a seminal piece of old Wall Street wisdom – it’s…
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Nov 03 2021
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tax law changes

Tax Proposals: Big Changes to Come

By Blog
On November 3, the House Rules Committee updated the October 28 revised reconciliation bill for the Build Back Better Act – H.R. 5376, which differed from the original draft released on September 13. Below is a summary of the changes: Income and Investments The top individual tax bracket remains 37% (versus an increase to 39.6%). Enacts a 5% surtax on modified adjusted gross income over $10,000,000, and an additional 3% surtax on modified adjusted gross income over $25,000,000 (versus a 3% surtax on incomes above $5,000,000). Trusts and estates will be subject to lower thresholds at $200,000 and $500,000 of MAGI (newly added). The top capital…
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Oct 19 2021
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Q3 2021 commentary

2021 3rd Quarter Commentary: “Updating an Outdated Jigsaw Puzzle”

Market Commentary
In this letter: We take a break from the U.S. to focus on markets overseas by looking at a dated jigsaw puzzle. A discussion of how some rules of thumb need to adjust with changing market composition. China, and how it may not fit several emerging market prerequisites (growth and demographics). Europe and Japan are changing, just very slowly. A few notes on the debt ceiling and inflation. In my experience, kids love a geography puzzle. Give them a jigsaw of the U.S. and it will not take long for them to point to Florida, where the alligators live, Arizona,…
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