Michael Delgass

Private credit has grown quickly, and with that growth has come louder headlines. This piece, Private Credit Under the Microscope: What Matters (and What Doesn’t), takes a step back and focuses on what actually drives outcomes. The key question isn’t whether defaults exist, but where they’re happening and how deals are structured when things get harder.

Private Credit Under the Microscope | Wealthspire Private Credit Under the Microscope | Wealthspire

Buying a car is a lifestyle decision, but it’s also a financial one that can have ripple effects for years.

Navigating the Car Buying Process: A Guide to New vs. Used and Funding the Purchase walks through how to think about depreciation, liquidity, and payment structure in a way that’s easy to apply to real life.

A helpful resource for anyone weighing a new purchase or a change in how they fund it.

Navigating the Car Buying Process: A Guide to New vs. Used Navigating the Car Buying Process: A Guide to New vs. Used

Markets move, policies change, and emotions can easily take over if we let them. This article from our Investing 201 series brings those ideas together in a practical way, highlighting why understanding context is just as important as understanding returns. For anyone focused on building lasting wealth, it is a timely read on why patience and diversification continue to matter.

Investing 201 Recap – Part 2: How Markets, Policy, and Psych Investing 201 Recap – Part 2: How Markets, Policy, and Psych

Selling a business is often described as the finish line. In reality, it is the start of a very different chapter.
This article explores what happens after the transaction closes, when the urgency fades and new questions begin to surface around purpose, structure, and what comes next. It speaks to the emotional and practical realities many owners face once the proceeds land and the pace changes.
Thoughtful post-sale planning can make all the difference in turning a successful exit into a fulfilling next phase. If this resonates with you or someone you know, it is well worth the read.

After the Deal Closes: A Framework for Purposeful Post-Sale After the Deal Closes: A Framework for Purposeful Post-Sale

For non-U.S. investors, U.S. markets offer opportunity along with real tax complexity. This piece breaks down the Portfolio Interest Exception and explains how certain U.S. bonds can generate interest free from U.S. income tax when structured correctly. A helpful read for anyone investing across borders.

Navigating U.S. Taxation: A Guide to the “Portfolio Interest Navigating U.S. Taxation: A Guide to the “Portfolio Interest

For many high earners, AMT has been quiet for nearly a decade. That is set to change in 2026.

This article breaks down why the AMT phaseout now matters more than the exemption itself, and how income timing, equity compensation, and capital gains can trigger unexpected outcomes. Worth a read if your income may approach seven figures in the coming years.

The Return of AMT: What High Earners Need to Know in 2026 Beginning in 2026, changes are coming to Alternative Minimum Tax (AMT). Here's what you should know.

Navigating U.S. tax rules as a non-resident investor can be both advantageous and unexpectedly challenging. This article breaks down the income and estate tax landscape and highlights why thoughtful planning is essential. If you work with clients abroad or are investing cross-border yourself, this is a valuable primer on where the opportunities and risks truly sit.

Navigating U.S. Investment: A Tax Guide for Non-Resident Ali Navigating U.S. Investment: A Tax Guide for Non-Resident Ali

Partners at major law firms often find themselves navigating first generation wealth for the very first time. While investment strategy usually gets the spotlight, thoughtful estate planning can have just as much impact on long term outcomes for families.

This article offers a clear breakdown of the trust structures that can help protect assets, reduce taxes, and ensure a smooth transfer of wealth. It is a helpful starting point for any law firm partner looking to build a durable and intentional plan for the next generation.

A worthwhile read for anyone evaluating their estate strategy.

Trust & Estate Planning Considerations for Law Firm Partners New law firm partners have new financial obligations & opportunities. Estate planning is essential to wealth planning and protecting assets.

It’s not uncommon for long-time employees and executives to find that one stock has become the cornerstone of their wealth. While that success is something to celebrate, it can also bring new risks and difficult choices.

Tax-Efficient Diversification: Unlocking the Power of Long/Short Loss Harvesting for Concentrated Stock Positions walks through how this approach can help investors diversify gradually and tax-efficiently, without feeling forced to sell all at once.

Tax-Efficient Diversification: Unlocking the Power of Long/S Tax-Efficient Diversification: Unlocking the Power of Long/S

Big income years can bring big questions. If you’re thinking about giving back and wondering how that fits into your financial picture, this piece might help. It walks through what a grantor CLAT is and how it can create opportunities for both charitable impact and future planning. If you’re curious about strategies that align with your values, this is worth a read.

Should I Set Up a Grantor CLAT? | Wealthspire Should I Set Up a Grantor CLAT? | Wealthspire