Financial Times names Wealthstream Advisors to list of top 300 Registered Investment Advisors for 2017.

CNBC names Wealthstream Advisors to list of top 100 wealth management firms for 2015. Click here for more information.


Reasons to Use a Donor Advised Fund for Your Charitable Giving
There are 2 ways to make a donation to charity – give cash or transfer securities. Donating cash by writing a check or submitting credit card information has the advantage of being quick and straightforward. Transferring securities that have been held for at least 1 year and have appreciated in value is a more tax-efficient strategy.
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An Explanation of the Fiduciary Standard
What does it mean to be a “fiduciary?” A fiduciary is someone who must always act in your best interest and must disclose any and all conflicts of interest. Just like a doctor takes on the fiduciary role of providing care that is in his/her patient’s best interest, a financial advisor who is a fiduciary is held to the standard of providing advice that is best for you.
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Mutual Funds vs. ETFs
Many financial news outlets and pundits highlight the beneficial aspects of investing in an ETF (exchange-traded fund) as opposed to holding individual stocks or even mutual funds. ETFs have many features that make them attractive investment vehicles, however investors should be aware that there are risks.
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Mutual funds vs. ETFs Side-by-Side: A Comparison
See a side by side comparison of features here…

Total Return
Many investors utilize income-producing holdings such as dividend-paying stocks and/or bonds to generate cash flow within their portfolio.
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