Markets in 2 Minutes – April 2024
In the newest edition of Markets in 2 Minutes, Connor Darrell of the Investment Team discusses the relative attractiveness of ...
Markets in 2 Minutes – March 2024
In the newest edition of Markets in 2 Minutes, Emily Platt of the Investment Team examines the surge in credit ...
Markets in 2 Minutes – February 2024
In the newest edition of Markets in 2 Minutes, Emily Platt of the Investment Team reflects on the spike in ...
The Abominable No-Man and the Oracle of Omaha
The recent passing of Charlie Munger, Vice Chairman of Berkshire Hathaway, made us reflect on his and Warren Buffet’s successful ...
Winter 2024 Market Recap & Outlook
In our winter 2024 market recap and outlook, members of the Investment Team discuss what really happened in the markets ...
2023 4th Quarter Commentary: “A Welcome Return to Positive Performance”
Recap Last year was generally risk on in most asset classes, headlined by the S&P 500 up over 20%. Indices ...
Markets in 2 Minutes – January 2024
In the newest edition of Markets in 2 Minutes, Emily Platt of the Investment Team reflects on the surprising strength ...
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 ...
‘Tis the Season for Cyber Thievin’
The holidays provide a great opportunity for fraudsters to unleash their schemes, knowing that we are busy traveling, shopping, and ...
The Corporate Transparency Act: What Business Owners, LLCs, and FLPs Should Know
As we step into 2024, entity owners are facing a new regulatory landscape, significantly shaped by the Corporate Transparency Act ...
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. ...
2024 1st Quarter Commentary: “In a world drenched in pessimism, it pays to be optimistic.”
With so much emphasis placed on negative headlines, negative developments globally, and the ability to embrace one’s inner negativity, it ...