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. © 2024 Wealthspire Advisors
Michael Moriarty

About Michael Moriarty

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

View all posts by and

About Chris Maxey, CAIA

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

View all posts by and

Related Posts

cash balance pension plan

Cash Balance Pension Plan

What Is a Cash Balance Pension Plan A cash balance pension plan is a type of employer-sponsored retirement plan that ...

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 ...

Equity Partner

What is An Equity Partner An equity partner is an individual who holds an ownership stake in a business, with ...