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Wealthstream Advisors recognized as a Best Place to Work for Financial Advisors by InvestmentNews for 2021 and 2022

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.

Why Invest in Bonds in a Low Interest Rate Environment?

July 14, 2021 | By Joe Orff

As an investor, you’ve likely noticed the current trends with interest rates and are questioning whether bonds are a smart investment. Bond prices and interest rates have an inverse relationship, so if rates rise holding excess cash instead of investing in bonds may seem reasonable.

Cybersecurity 101: How to Protect Your Identity and Data

June 23, 2021 | By Aaron Tawil, CFP®

In today's ever-evolving world, cyber fraud has become one of the greatest threats we face. When it comes to protecting yourself against cyber fraud, there are several elements to consider.

Let’s begin with identity theft.

Estate Planning in a Low Interest Rate Environment

April 16, 2021 | By Katharine George, CFP®

Interest rates are at historically low levels, which means right now is an opportune time for you to use certain estate planning strategies. If you have a large estate, you can take advantage of the current low interest rate environment to shrink your future estate-tax liabilities.

Wealthstream Advisors, Inc. Named Among 2021 Best Places to Work for Financial Advisers by InvestmentNews

April 13, 2021 | By Wealthstream Advisors Press

Press Release – New York, March 2021 Wealthstream Advisors, Inc. (“Wealthstream”) an independent boutique wealth management firm announced it has been recognized as a 2021 Best Places to Work for Financial Advisers by InvestmentNews.

Protecting Your Assets From Divorce, Before and After Tying the Knot

March 29, 2021 | By Michael Kimmel, CFP®

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.

Fiduciaries, Broker-Dealers, and Regulation BI

February 24, 2021 | By Katharine George, CFP®

Your relationship with your financial advisor should be grounded in trust, competence, and mutual interest. As an investor, your expectations are that your wealth management firm offers the sort of guidance that delivers you the best possible outcome—even if that outcome means they receive fewer commissions or fees.

5 Things Investors Transitioning Into Retirement Cannot Afford to Overlook

November 18, 2020 | By Matthew Gordon, CFP®, RLP®

As you plan for retirement, it’s important to take time to consider the lifestyle you want and the financial resources you’ll need to support it. This Insight will cover the following 5 strategies for transitioning into this significant life stage, and ensuring it provides you and your loved ones the relaxation and fulfillment you deserve.

10 Keys to Staying Financially Level-Headed in 2020

November 12, 2020 | By Michael Goodman, CPA/PFS, CFP®

Last month, we were joined by our friend and guest, CBS News Business Analyst Jill Schlesinger, for a webinar focused on your questions about the pandemic and what it means for your financial plans going forward. We covered everything from financial news and the stock market to college tuition and the upcoming presidential election. If you missed the webinar, here are 10 takeaways: