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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®, AEP®

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®, AEP®

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.

Fiduciaries, Broker-Dealers, and Regulation BI

February 24, 2021 | By Katharine George, CFP®, AEP®

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.