Insights

I am going to be taking a break from work for the whole month of April 2025. At Wealthstream Advisors, we created a sabbatical program similar to one that is offered to partners at one of the big four accounting firms. We have seen how their sabbatical program is not only good for morale but also good for business. The partners return more refreshed, more centered, and more productive. Their experience makes them more well-rounded and more attuned to the world.

An international move is an extraordinary opportunity to pursue new life experiences, and planning proactively for the associated financial transition can go a long way toward achieving a positive experience abroad. 

While inflation has receded from its historic 40-year peak in 2022, and a volatile equity market has recovered and reached all-time highs (as of June 2024), many investors remain concerned about the potential for a long-lasting inflationary environment and are eager to find attractive investments where they can safeguard their money without it losing value.

For some, that could mean a high-yield savings account or Treasury Bills. As of June 2024, interest rates of high-yield savings accounts are over 4% and 1-12 month T-Bills are paying over 5%. For others, I bonds could be the right option for protecting against inflation.

For the fourth year in a row, Wealthstream has been named as a 2024 finalist for the University at Buffalo’s UB Fast 46 list.

The Wealthstream Advisors team is pleased to share that we have been named a 2024 Worth Leading Advisor.

It all started with a dream. You strive to have a successful life. So you go to college, work hard, find a job, get promoted, and get promoted again. You’ve made it! But where have you gone? 

Our team is proud to share that Wealthstream Advisors was recently named to the RIA Edge 100, a list “designed to surface a premier group of well-managed firms that are reinvesting in their businesses, maintaining a high level of client service and continuing to grow by design, not by default.”

How will the potential decrease of the federal estate tax exemption affect your personal financial plans?

International investments provide valuable opportunities for an investor to diversify their portfolio and cast a broader net in the search for returns. Yet many are intimidated by the perceived risk and recent underperformance of investments outside of the United States.

Many senior executives and professional partners at large companies have earned access to some unique retirement benefits, equity compensation, and other financial planning opportunities.