Wealthspring Financial Partners, LLC

06/02/2026

For families with significant wealth, estate planning often extends beyond who inherits what.

In our recent webinar, Preserving Wealth Across Generations: Understanding Generation-Skipping Trusts, we discussed how trusts can help families think through long-term wealth transfer, asset protection, trustee selection and planning opportunities for future generations.

Watch the replay here: https://www.mywealthspring.com/blog/preserving-wealth-across-generations-starts-with-a-plan

Damien Paumi

06/02/2026

This Monthly Recap summarizes market performance, major events and news from May 2026. Read more here:

U.S. stocks extended gains in May, with the S&P 500 ending the month with seven straight daily gains and its ninth consecutive weekly gain, its longest winning…

06/02/2026

M0 is the total of all physical currency worldwide. What’s it look like?

Learn a little about worldwide currency in this fun infographic

06/01/2026

Markets are riding a nine-week rally, but a data-heavy week will test that momentum. With PMIs, job openings, and the May jobs report in focus, we are watching labor strength and inflation signals closely. The question: can the rally continue, or does volatility return? See what Chief Market Strategist Brian Klimke thinks in .

“Cetera Financial Group” refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), and Cetera Financial Specialists LLC. All firms...

05/29/2026

Missed our recent Markets and Portfolio Update? The replay is now available. Steve Galli shares perspective on recent market activity, economic developments and portfolio considerations for investors in today's environment.

Chief Investment Officer Stephen Galli presents financial market and portfolio updates for Q2 2026. This client webinar was produced by Wealthspring Financia...

05/29/2026

Damien Paumi recently joined advisors from across the Cetera Tax Channel at Amplify in Philadelphia to exchange ideas and connect with industry peers.

Conversations like these help strengthen the advisor community and spark new perspectives.

05/27/2026

Congratulations to Sandy Cummins on her 5-year work anniversary.

Over the past five years, Sandy has been a valued part of the team through her hard work, reliability, and commitment to supporting those around her. We appreciate all she contributes each day and look forward to the years ahead.

05/26/2026

A quiet week for data, but Thursday’s PCE report still matters. Inflation is expected to remain above the Fed’s target. But the bigger driver? Geopolitics—especially in the Middle East. See why Chief Market Strategist Brian Klimke says markets may take cues from headlines, not data, in .

“Cetera Financial Group” refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), and Cetera Financial Specialists LLC. All firms...

05/26/2026

Do you know how to avoid internet fraud? Janet does. Learn how to keep yourself safe from data thieves of all kinds.

Learn about the dangers of internet fraud with this highly educational and fun “pulp” comic.

05/22/2026

Please join us in celebrating Kathryn Roberts on an incredible 20-year career milestone.

Kathryn’s experience, professionalism, and long-standing dedication to the clients and colleagues she supports have made a meaningful impact over the years. We’re proud to have her as part of the Wealthspring team and grateful for everything she brings to our organization.