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How I bonds Offer Investors Inflation Protection

July 11, 2024 | By Tim Daly, CPA, CFP®

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.

Wealthstream Named as UB Fast 46 Finalist for Fourth Year in a Row

July 8, 2024 | By Wealthstream Advisors Team

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.

Wealthstream Named 2024 Worth Magazine Leading Advisor

May 28, 2024 | By Wealthstream Advisors Team

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

How to Define Success for Yourself: Personalizing Your Path to Fulfillment

May 20, 2024 | By Tim Daly, CPA, CFP®

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? 

Forbes SHOOK Research Recognizes Michael Goodman as a Best-in-State Wealth Advisor

May 13, 2024 | By Wealthstream Advisors Team

The Wealthstream Advisors team is pleased to announce founder and President Michael Goodman’s inclusion in Forbes’ 2024 list of best-in-state wealth advisors for New York.

Wealthstream Selected as RIA Edge 100 Firm for 2024

May 3, 2024 | By Wealthstream Advisors Team

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.”

What Will the Estate Tax Exemption be in 2026?

May 1, 2024 | By Katharine George, CFP®, AEP®

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

How International Investments Can Help Portfolios

April 30, 2024 | By Chloe Denning, CFP®

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.

Financial Planning for Executives at Large Companies: Unique Opportunities

April 23, 2024 | By Joe Orff

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

Wealthstream Advisors recognized as one of the Best Places to Work for Financial Advisors in 2024 by InvestmentNews

March 20, 2024 | By Wealthstream Advisors Team

Wealthstream Advisors was named one of the Best Places to Work for Financial Advisors in 2024 for the fourth year in a row by InvestmentNews