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Investing Archives | Wealthspire

2020 4th Quarter Commentary: “2020: Happily In Hindsight”

Market Commentary
In this letter: As 2020 ends, the contrast between solid financial markets and the ravages of COVID-19 continued Both equity and fixed income markets saw noticeable regime changes during the year The classic 60% equity/40% fixed income portfolio just had its best two-year return since 1997-1998 A year-end investment commentary typically talks on performance, valuations, levels of market indices and rates, to name a few common topics. It would be tone deaf of us, however, not to acknowledge upfront the profound impact the COVID-19 pandemic has had on all of us and our families: the headline number of cases, hospitalizations,…
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rebalancing

An Introduction to Rebalancing

By and Blog
In the world of investing, rebalancing refers to the process of adjusting assets in one’s portfolio in order to maintain a certain level of risk and the desired asset allocation. Rebalancing seeks to keep investors on track to reach their overall investment goals. Portfolio rebalancing has endured the test of time as a key component of any investor’s long-term investment plan. However, it is generally accepted at face-value and many investors are unsure of the underlying logic behind rebalancing. Is the goal to increase returns, reduce risk, or perhaps some combination of the two? When is it appropriate to rebalance?…
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bitcoin

Bitcoin: A Brief Update for U.S.-Based Individual Investors

By Blog
The following post will attempt to provide an overview of bitcoin's current status. Please note that although we have made an effort to include relevant and up-to-date information, this is a rapidly evolving space and we don't purport that this summary is conclusive or all-encompassing, nor does it constitute financial advice. In it, we will seek to address the following questions at a high level (click to jump to that section): What is bitcoin, and how does blockchain technology work? What are the primary use cases for bitcoin? Why has there been so much recent media buzz around bitcoin? How…
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market recap

Fall 2020 Market Recap

Video
Decoding the data, evolving market trends, and getting your financial house in order as year-end approaches - hear our team's analysis of the current investment landscape in our Fall Market Recap. Fall 2020 Market Recap from Wealthspire Advisors on Vimeo.   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.…
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2020 3rd quarter commentary

2020 3rd Quarter Commentary: “The Gorillas are Not Bigger Than the Room”

Market Commentary
A Full Troop of 800-Pound Gorillas: Elections, Taxes, COVID-19, and the Markets In this letter: Without statistical support, political party and tax regime changes have not translated to discernable market performance. Global fiscal and monetary stimulus during COVID already far surpass what the world saw during and after the Great Recession. Equity and credit markets domestically and abroad continued to shrug off headlines, helping recoup some if not all of the losses from earlier this year. Anchored short-term interest rates helped investment grade fixed income yet another quarter. We habitually write about the folly of investing based on headlines. Shocks,…
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