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emergency evacuation

Important Documents to Prepare in the Event of an Evacuation

Natural disasters are unpredictable, and evacuation notices can sometimes come so quickly that it leaves us little time to prepare …

empowering athlete families finance

Empowering Athlete Families During the Early Years

The early years of a successful athlete’s career are a thrilling time for both the athlete and their families. Change …

estate planning top law firm partners

Estate Planning Considerations for Top Law Firm Partners

For many partners at top law firms, their earnings represent the first time in that person’s family history that such …

PODCASTS

Teaching Finance: Rachel Haberman’s Journey from Teacher to Aspiring Financial Advisor

Rachel Haberman is a senior advisor associate in the firm’s Madison, WI office, providing advisors and clients with an enhanced …

Designing Success: Channing Olson’s path to RIA leadership through operational excellence

Channing has long been an outspoken advocate for the RIA industry, helping to establish the standard for operational efficiency within …

Redefining C-Suite: Donna Levy’s Journey to Advisory and Investment Leadership

Financial Advisor Donna Levy is a powerhouse. With over 3+ decades serving clients,  specializing in creating comprehensive financial and investment …

GUIDES & WHITEPAPERS

private equity

Transfer Planning for PE Partners Using a “Carried Interest” Option

As a partner in a private equity (PE) firm, you have a financial interest in the fund that comes in …

prepare spouse manage finances

Planning Ahead: Preparing a Spouse or Partner to Manage Your Finances

Introduction It’s not uncommon in a relationship for one partner to handle most of the finances and for the other …

Wealthspire FOS Wealth Strategy Team in Action: Client Stories

Background Daniel and Michelle are in their 70s, have 4 children and 7 grandchildren, and a net worth around $60M. …

MARKET COMMENTARY

2023 1st Quarter Commentary: “Bank to the Future”

The curse of living in interesting times has continued at the start of 2023 with the intersection of banking running …

2022 4th Quarter Commentary: “The Year in Review”

Throughout this year, we have spent significant time discussing inflation and the Federal Reserve, so we felt it was important …

2022 3rd Quarter Commentary: “When Does the Song Change?”

Recap When we all look back at our quarterly notes written throughout 2022, there will be a common refrain. It …

VIDEOS

Markets in 2 Minutes – June 2023 v2

Equity markets have produced strong returns year to date, but market leadership has been very narrow. In this edition of …

Markets in 2 Minutes – June 2023

Commercial real estate has jumped to the forefront of investors’ minds as concerns over rising office vacancies lead to questions …

Markets in 2 Minutes – May 2023

As the debt ceiling remains a prominent topic in the headlines, Emily Platt of the Investment Team discusses the history …

FINANCIAL DICTIONARY

budgeting

Budget

A budget is a financial plan that outlines the projected income and anticipated expenses used as a roadmap for an …

Dow Jones Industrial Average (DJIA)

Dow Jones Industrial Average

What Is the Dow Jones (DJIA)? The Dow Jones Industrial Average (DJIA), sometimes referred to as the Dow or Dow …

price earnings ratio

Price/Earnings Ratio (P/E Ratio)

P/E Ratio Meaning The Price/Earnings Ratio (P/E Ratio) is a ratio used by investors to help evaluate how cheap or …