Plan Sponsor Newsletter (Retirement Clients) – September 2020
September 25, 2020
Learn More
August 2020 Market Recap.
September 25, 2020
Learn More
Market Update with David Carter 09.16.2020
September 25, 2020
Learn More
Preparing to Sell Your Business: How to Optimize the Sale and Transition
September 25, 2020
Learn More
Data Dashboards: How Advisors & Advisory Firms Can Use Business Intelligence to Improve
September 25, 2020
Learn More
Tax Policy Proposal Candidate Comparison
September 25, 2020
Learn More
5 Crucial Financial Lessons for Kids of All Ages
September 14, 2020
Learn More
An Examination of International Equity Diversification
September 14, 2020
Learn More
On-Demand Brief Video: An Inflation Framework
September 14, 2020
Learn More
Market Update with Casey Riviezzo and David Carter 08.17.20
September 14, 2020
Learn More
Tech Powers S&P 500 to Record Closing High, Dow Now Positive for the Year
September 14, 2020
Learn More
The Importance of Working With a Fiduciary Advisor
September 14, 2020
Learn More
What to Do if You Inherit an IRA
September 14, 2020
Learn More
Time to Buy a Home? You Need a Strategy
September 14, 2020
Learn More
How Robo Platforms Transform Traditional Advisory Business
September 14, 2020
Learn More
Webcast: Credit Watch – Munis and the COVID Impact
August 31, 2020
Learn More
The Steward Newsletter (Nonprofit Clients) – August 2020
August 31, 2020
Learn More
A Strong Start to the Second Half of the Year
August 31, 2020
Learn More
Market Update with Casey Riviezzo and David Carter 08.17.20
August 31, 2020
Learn More
Quarterly Views – August 2020
August 31, 2020
Learn More
The Importance of Working with a Fiduciary Advisor
August 31, 2020
Learn More
What to Do If You Inherit an IRA
August 31, 2020
Learn More
DOL ESG Proposed Rule Presentation Available (Fiduciary Facing)
August 31, 2020
Learn More
Webcast: Credit Watch – Munis and the COVID Impact
August 14, 2020
Learn More
In Focus: Fed Stays Put
August 14, 2020
Learn More
Market Update with Rick Van Benschoten, CEO and David Carter, CIO 07.20.20
August 14, 2020
Learn More
What To Do If You Inherit an IRA
August 14, 2020
Learn More
Integrating Military Benefits into Your Financial Planning
August 14, 2020
Learn More
Are You an RIA Considering a Rebrand? Don’t Overlook These Important Details
August 14, 2020
Learn More
NFP WellCents August Prospecting Webinar on Financial Wellness
August 14, 2020
Learn More
2020 Mid-Year Economic and Markets Update: Cross Currents and a COVID Hangover
July 31, 2020
Learn More
Breaking the Rules in Fixed Income Index Construction
July 31, 2020
Learn More
2020 Second Quarter Considerations
July 31, 2020
Learn More
Market Update with Rick Van Benschoten, CEO and David Carter, CIO 07.20.20
July 31, 2020
Learn More
2020 2nd Quarter Commentary: “Another Ride on the Roller Coaster?”
July 31, 2020
Learn More
How to Avoid Outliving Your Assets
July 31, 2020
Learn More
Advisors Who Understand Rate of Return Math May Produce Better Client Outcomes
July 31, 2020
Learn More
Healthy Second Quarter for Markets, But Will it Last and Where Are the Opportunities?
July 31, 2020
Learn More
Lenox Wealth Advisors Tom Henske’s Fun Money Lessons for Your Kids this Summer
July 31, 2020
Learn More
New IRS Announcement Allows Return of 2020 RMDs
July 31, 2020
Learn More
Wealthspire Advisors Launches Outsourced CIO Services
July 31, 2020
Learn More
inTURNship - Educational Enrichment Program - Summer 2020
July 19, 2020
Learn More
Research Team – Enhancements 2020
July 19, 2020
Learn More
Pension Expense Volatility – Can You Have Your Cake and Eat it Too?
July 19, 2020
Learn More
In Focus: Bear Markets and Recoveries
July 19, 2020
Learn More
New IRS Announcement Allows Return of 2020 RMDs
July 19, 2020
Learn More
Choosing Executors, Trustees and Guardians for Your Estate Plan
July 19, 2020
Learn More
White Paper: Interest Rates are at Historic Lows – Is it Time to Refinance?
July 19, 2020
Learn More
Individual Solutions COVID-19 Report – June 18, 2020
June 22, 2020
Learn More
An Overview of Buy-Sell Arrangements
June 22, 2020
Learn More
Fact Finder Buy-Sell Design
June 22, 2020
Learn More
Best Practices for Patient Portals
June 22, 2020
Learn More
The End of the Stretch IRA: Planning Opportunities Under the SECURE Act
June 22, 2020
Learn More
Is Your Retirement Plan Diversified for a Crisis?
June 22, 2020
Learn More
The Retirement Tier: The Natural Evolution of the Defined Contribution Plan
June 22, 2020
Learn More
Stable Value Once Again Proves Its Stability
June 22, 2020
Learn More
The Evolution of the “Super Saver” Strategy: How to help participants contribute up to $57,000 per year in their retirement plan and receive attractive tax benefits
June 22, 2020
Learn More
Market Recovery and Financial Planning Ideas with Simi Dhall and David Carter
June 22, 2020
Learn More
Choosing Executors, Trustees and Guardians for Your Estate Plan
June 22, 2020
Learn More
Individual Solutions COVID-19 Report – June 5, 2020
June 10, 2020
Learn More
Is Your Endowment Diversified for a Crisis? Best Practices for Investment Committees
June 10, 2020
Learn More
The CARES Act and Beyond: A COVID-19 Government Assistance Guide for Nonprofits
June 10, 2020
Learn More
Planning Today To Be Poised for Tomorrow
June 10, 2020
Learn More
May 2020 Market Commentary
June 10, 2020
Learn More
David Carter Featured in NYT Article: Wall Street Closes Sharply Higher on Signs of Economic Rebound
June 10, 2020
Learn More
PPP Loan Forgiveness: Creative Planning Strategies to Consider
June 10, 2020
Learn More
Adding to Stocks During Covid-19
June 10, 2020
Learn More
Individual Solutions COVID-19 Report – May 29, 2020
June 01, 2020
Learn More
Private Financing with Premium Deposit Account
June 01, 2020
Learn More
Corporate Loan Regime Split-Dollar
June 01, 2020
Learn More
Converting a Tax-Inefficient Asset into Twice the Legacy
June 01, 2020
Learn More
Private Premium Financing
June 01, 2020
Learn More
Market Update with Thomas Kavanagh and Sam Fishelberg
June 01, 2020
Learn More
“Chartology”: What’s Behind the Modest 2-month Comeback in Equity Markets?
June 01, 2020
Learn More
Individual Solutions COVID-19 Report – May 22, 2020
May 26, 2020
Read More
Applying Bond Strategies to Term Insurance
May 26, 2020
Read More
Modern Portfolio Theory of Life Insurance
May 26, 2020
Read More
Life Insurance in Retirement Planning
May 26, 2020
Read More
Life Insurance as an Asset
May 26, 2020
Read More
Tax-Advantaged Retirement Income – Case Study
May 26, 2020
Read More
Energy Markets: Unprecedented Times – Making the Connection Between Commodities and Midstream
May 26, 2020
Read More
The Case for High Yield Credit
May 26, 2020
Read More
COVID-19: Rebalancing and Glidepath Considerations – Part Three
May 26, 2020
Read More
Optimism and Pessimism with Maddy Bowles and David Carter
May 26, 2020
Read More
Take Action During the Covid-19 Pandemic: Ways to Update your Estate Plan and Factor in New Legislation
May 26, 2020
Read More
Individual Solutions COVID-19 Report – May 15, 2020
May 18, 2020
Read More
Time for Nuance with Allaire Langdon and David Carter
May 18, 2020
Read More
What Happens in March Stays in March
May 18, 2020
Read More
April 2020 Market Recap
May 18, 2020
Read More
Discretionary Oversight During Times of Uncertainty
May 18, 2020
Read More
2020 Trust Decanting Chart State by State
May 18, 2020
Read More
2020 Dynasty Trust State Rankings
May 18, 2020
Read More
Rx for a “Bad” ILIT (Advisor Guide)
May 18, 2020
Read More
Haves and Have Nots During Corona with Gregory K. Reynholds and David Carter
May 18, 2020
Read More
How to Reallocate Retirement Plan Costs During the COVID-19 Crisis
May 18, 2020
Read More
Spousal Lifetime Access Trust (SLAT) — Case Study
May 18, 2020
Read More
Wealth Transfer and Charitable Planning Strategies — Brochure
May 18, 2020
Read More
Life Insurance as an Asset
May 18, 2020
Read More
Leveraging Annual Exclusion Gifts with Life Insurance — Case Study
May 18, 2020
Read More
Planning for Your Estate and Business Succession
May 18, 2020
Read More
Individual Solutions COVID-19 Report – May 8, 2020
May 08, 2020
Read More
Opportunities to Leverage Current Low AFRs
May 04, 2020
Learn More
IRA Maximization: What is it, How does it work, Advantages & Disadvantages
May 04, 2020
Learn More
Charitable IRA Maximization: What is it, How does it work, Advantages & Disadvantages »
May 04, 2020
Learn More
In Focus – Whatever It Takes
May 04, 2020
Learn More
Rethinking Distribution w/ Yash Niphadkar and David Carter
May 04, 2020
Learn More
Balancing the Risks and Rewards of Concentrated Stock in Your Portfolio
May 04, 2020
Learn More
Wealthspire Investment Team Spring Market Recap Video
May 04, 2020
Learn More
Individual Solutions COVID-19 Report – April 24, 2020
April 27, 2020
Learn More
2020 First Quarter Considerations
April 27, 2020
Learn More
Considerations for Alternative Asset Investors
April 27, 2020
Learn More
COVID-19 Pullback: Pension Question & Considerations Part Two
April 27, 2020
Learn More
Market Update with Tom Kavanagh and David Carter
April 27, 2020
Learn More
Planning Strategies to Consider in a Volatile Environment
April 27, 2020
Learn More
1st Quarter Market Commentary: "Poorly Drawn Corrolaries"
April 20, 2020
Learn More
Reason for Caution and Optimism – A video update from John Kovacs and David Carter
April 20, 2020
Learn More
Time for Action and Opportunity – A video update from Michael Kuziw and David Carter
April 20, 2020
Learn More
Why is the Financial Health of Employees Important to Organizations and What Can be Done to Help?
April 20, 2020
Learn More
An Early View into Defined Contribution Plan Sponsor Responses to Coronavirus
April 20, 2020
Learn More
COVID-19 Pullback: Pension Questions & Considerations Part One
April 20, 2020
Learn More
Time to Rebalance Your Portfolio
April 20, 2020
Learn More
Tax Savings & Planning Opportunities
April 20, 2020
Learn More
Individual Solutions COVID-19 Report - April 17, 2020
April 20, 2020
Read More
Scams, Schemes, and Spoofs: A Pandemic Within a Pandemic
April 09, 2020
Read More
On-Demand Webcast: CARES Act – Practical Considerations for Plan Sponsors
April 09, 2020
Read More
An Unprecedented Shock: Historic Fallout from COVID-19
April 09, 2020
Read More
Individual Solutions COVID-19 Report - April 9, 2020
April 09, 2020
Read More
Individual Solutions COVID-19 Report - April 2, 2020
April 03, 2020
Read More
Time is Now on Your Side
March 31, 2020
In an effort to help people manage their finances and adapt to the impact that COVID-19 is having on all of us, the IRS has recently announced a series of extensions.
Read More
Wealth
March 11, 2020
Market Updates & FAQ from Wealthspire Advisors, an NFP Owned Business
Read More
Life
March 02, 2020
With regard to life insurance and annuities, we are working with our partners, rating agencies and associations to assess how the coronavirus will affect products, including pricing and risk assessment.
Most of the impact depends on how long stock market and interest rate volatility lasts, the ultimate impact on the economy (both domestically and internationally), and any action taken by the federal government. Uncertainty may be the most formidable challenge — the actual impact for companies and policyholders may not be known until the dust settles.