Wealthspire Advisors

April is Financial Literacy Month! Understanding financial terms is key to making informed decisions—but let’s be honest, some of the jargon can be overwhelming. That’s why we’ve put together a Financial Dictionary to break down complex terms into simple, easy-to-understand definitions. Whether you're navigating investments, estate planning, or retirement strategies, our dictionary is a great place to start. Explore it here: https://lnkd.in/eUk93qFE #FinancialLiteracyMonth #FinanceMadeSimple

In the latest edition of Markets in 2 Minutes, Connor Darrell, CFA from the Wealthspire Investment Team talks through the fallout from the “Liberation Day” tariff announcements and offers a roadmap for what could happen next for markets. 📽️ Watch the full video here: https://lnkd.in/e9fsfKJv #MarketsIn2Minutes #investing #tariffs

Market downturns can feel unsettling and it's completely normal to have questions during periods of volatility. In this timely video, Wealth Strategist Elizabeth Summers, JD, CEPA shares thoughtful insights on how temporarily depressed asset values may present unique opportunities for wealth transfer planning. Her perspective is a helpful resource for those looking to better understand their options and plan with intention during uncertain times. Reach out to your advisor to ask how this may apply to your situation. #WealthTransfer #LegacyPlanning #MarketInsights #WeAreWealthspire

Selling employer stock can feel like a big decision, especially when emotions and biases come into play. In his latest piece, Zach Gering unpacks the psychological hurdles that often keep employees from diversifying, even when it might be in their best interest. From loss aversion to overconfidence in a company's future, these mental roadblocks can lead to more risk than reward. Read Zach’s full breakdown here: https://lnkd.in/e2JK--wF #EquityCompensation #BehavioralFinance #EmployerStock

Tax Day is Here! Today’s the deadline to file your taxes (or request an extension). Whether you’re double-checking deductions, making last-minute contributions to your IRA, or simply relieved it’s done, Tax Day is a great reminder of the importance of proactive financial planning. Our team is here to help you navigate tax-efficient strategies year-round—from optimizing your investment portfolio to planning for next year’s filing. Have questions about how taxes impact your wealth strategy? Let’s talk. #TaxDay #WealthManagement #WeAreWealthspire

Join Wealthspire's senior leaders from the Investment Team on April 24th at 4:00pm ET / 1:00pm PT for a virtual discussion on the markets. They’ll cover key economic data, recent market events, and highlight important trends we're closely monitoring. Click below to register and receive the virtual meeting link. If you can’t attend live, register anyway to receive a recording of the session to watch at your convenience. Chris Maxey, CAIA Michael Moriarty Dmitriy Katsnelson

As the Passover holiday begins, we extend warm wishes to all who are observing. Passover is a time to gather with loved ones, reflect on resilience, and celebrate freedom and new beginnings. These timeless values resonate with us both personally and professionally as we continue to support our clients and one another through life’s transitions. Wishing you a meaningful and joyful holiday.

Creative. Unpredictable. Inspiring. A career in the arts can be all of these and it deserves a financial plan that’s just as thoughtful. Julie Williams dives into what it takes to build lasting financial security as an artist, entertainer, or creative professional. From budgeting through income highs and lows to protecting your work and building a powerhouse advisory team, this blog is packed with actionable insights. Read the full blog: https://lnkd.in/eSNUfjn5 #AdvisorInsights #FinanceForCreatives #ArtInSpired

After 29 remarkable years of leadership, vision, and unwavering dedication, we celebrate Judy Heft CMC® as she embarks on her well-earned retirement.   Judy founded Judith Heft & Associates in 1996 with a deep passion for helping individuals and families navigate the complexities of financial and organizational management. Her commitment to excellence, personalized service, and innovative solutions has left a lasting impact on clients and colleagues alike.   While we will miss her leadership, we are incredibly grateful for all she has built and are honored to carry her legacy forward. Her clients remain in good hands, with the same trusted guidance and even greater access to the tools and expertise that Wealthspire provides.   Please join us in celebrating Judy and wishing her all the best in this exciting next chapter!

Kevin Moloney recently spoke with MKE Lifestyle Magazine about the complexities of generational wealth transfer and how families can navigate this transition successfully. From communication strategies to estate planning essentials, Kevin shares key insights to help ensure wealth is preserved for future generations. Read the full article here: https://lnkd.in/eCvnqpaX #WealthManagement #GenerationalWealth #FinancialFuture