Insights

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. 

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. 

Marriage is more than just a romantic relationship—it’s also a financial partnership. If you’re planning on getting married, you and your future spouse are probably focused on planning your wedding and honeymoon. But planning for your future financial life—and for what happens if your marriage doesn’t last forever—is just as important.

Our team at Wealthstream Advisors was excited to host Apollo Lupescu, Vice President at Dimensional Fund Advisors, for a special live event in New York on January 30. 

Many people use Donor Advised Funds (DAFs) for tax-efficient charitable giving during their lifetime. See our article here on what a Donor Advised Fund is, and how it can improve efficiency and reduce taxes for charitably inclined individuals.

The Wealthstream Advisors team is excited to announce our selection to Forbes’ 2023 list of America’s Top 250 RIA (Registered Investment Advisor) Firms.

 As financial planners, we get to assist people on a quest. Simply put, our job is twofold. 

Equity-based compensation is a wonderful way to potentially share in the profits and appreciation of your company. Getting the most out of your equity compensation requires understanding key concepts, terms, and conditions related to this equity. It is also important to understand the tax implications and to make decisions with a long-term financial plan in mind. Not fully understanding what you have been granted or not having a plan can easily lead to mistakes, lost opportunities, and even outright losses.