Spring 2021 Market Recap

With record-high equity allocations in portfolios, should investors be concerned? Our investment team tackles this and more, including fixed income and the ramifications of potential tax legislation, in our most recent market recap.

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 deemed reliable, Wealthspire Advisors cannot guarantee its accuracy, completeness, or suitability for any purpose, and makes no warranties with regard to the results to be obtained from its use. © 2023 Wealthspire Advisors
Michael Moriarty

About Michael Moriarty

Michael is Chief Investment Officer of Wealthspire and is based in our New York headquarters.

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About Chris Maxey, CAIA

Chris serves as Chief Market Strategist and is based in our Potomac, Maryland office.

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