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Divesting a Concentrated Stock Position

May 19, 2022 | By Joe Orff

We’ve seen clients diligently accumulate stock in their company over their careers. 

Wealthstream Advisors, Inc. Named Among 2022 Best Places to Work for Financial Advisers by InvestmentNews

March 22, 2022 | By Wealthstream Advisors Press

New York, March 22, 2022 Wealthstream Advisors, Inc. (“Wealthstream”) an independent boutique wealth management firm announced today it has been recognized as a 2022 Best Places to Work for Financial Advisers by InvestmentNews.

Record Keeping and Tax Tips for Small Business Owners

March 9, 2022 | By Tim Daly, CPA

Being a small business owner or partaking in a side hustle can be a rewarding experience. You can be your own boss, have the freedom to work as you please and can provide products and services that you are passionate about. However, with these freedoms also comes additional responsibilities. You must keep accurate records of all the income and expenses of your business and ensure you are paying taxes on time, which can be a daunting task.

5 Common Investment Misconceptions we Hear From our Clients

January 11, 2022 | By Michael Kimmel, CFP®

If you follow the stock market closely, you have probably noticed that what we read in the news oftentimes doesn’t reflect actual market trends. Commonly accepted stock market myths have become so pervasive that they can affect how we choose to invest and how we characterize ourselves as investors.

Taking a Closer Look at Tax-Loss Harvesting

December 13, 2021 | By James Perriello, CFP®

Tax-loss harvesting is an effective strategy to generate tax savings.

While this statement holds true in the short-term, if you take a step back and look at the long-term ramifications, the benefits—and drawbacks—of tax-loss harvesting are a bit more involved.

Year-End Tax Planning Checklist: What to Look For Before December 31st

November 16, 2021 | By Matthew Gordon, CFP®, RLP®

As 2021 draws to a close, it’s a good time to make sure that your tax planning is set. To help minimize your tax payments over time, there are several items that should be completed before December 31st. In this article, we’ll cover the 10 critical areas you should focus on for your year-end tax checklist.

Should You Invest Solely in the S&P 500?

November 11, 2021 | By Brant Cavagnaro, CFA®, CFP®

It’s easy for the long-term investor to look at the S&P 500’s performance in recent years and consider abandoning other asset classes such as US small cap, international and emerging market stocks. After all, the S&P 500 contains brand-name companies like Google, Amazon, and Apple.

What to Do If Your Long-Term Care Insurance Policy Premium Increases

October 27, 2021 | By Tracy Shar, CPA, CFP®

If you have a long-term care policyespecially an older oneyou might receive a letter one day saying your premiums will increase. Don’t panic. You have options.

Estate Planning: Gifting Strategies through 2025

September 29, 2021 | By Katharine George, CFP®

On December 31st 2017, the Tax Cuts and Jobs Act (TCJA) doubled the federal lifetime gift and estate tax exemption from around $5.5M to about $11M. This higher exemption amount has continued to increase indexed for inflation and the exemption in 2021 is $11.7M. After 2025, the TCJA is set to ‘sunset’ and the exemption reverts to pre-2018 levels, adjusted for inflation, for an estimated future exemption amount of $6.8M.

An Introduction to Equity Compensation

July 29, 2021 | By Brant Cavagnaro, CFA®, CFP®

For executives at public companies and key employees of early-stage startups, it’s common for companies to offer equity compensation in place of a higher salary. In this blog post, I’ll explain what equity compensation is and discuss the differences between each form of equity compensation.