Insights

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.

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.

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

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.

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.

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.

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.

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.

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.

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.