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

529 Plan Insight: What are 529 plans and why are they important?

November 17, 2022 | By Kayla Sabbagh

For many parents, funding higher education is one of the largest, if not the largest expense regarding their children. An unfortunate truth about college education is that it’s expensive and the cost is rising. According to a report from the Georgetown University Center of Education and workforce, the cost of tuition, room and board, and fees has increased 169% from 1980 to 2020.

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.

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.

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.

Unrealized Gain/Loss Doesn’t Equal Performance

March 10, 2020 | By Katharine George, CFP®

Did my investments do well? Many investors look at the unrealized gain/loss on their brokerage statements and believe this is an indication of the return on their investment.

Mutual Funds and Exchange Traded Funds (ETF’s) – A Comparison

August 23, 2019 | By Matthew Gordon, CFP®, RLP®

Total Return

June 2, 2019 | By Michael Kimmel, CFP®

Many investors utilize income-producing holdings such as dividend-paying stocks and/or bonds to generate cash flow within their portfolio. When analyzing the performance or appropriateness of these holdings, it is important to take into account not only the income generated, but also the change in principal value. The method of measuring performance that takes both income and capital appreciation/depreciation into consideration is known as total return.  Total return is considered by many to be the most accurate measure of performance.