How GWS Structures Our Client Care Teams
Christina Shockley, JD, CFP ®, Chief Planning Officer When Gatewood Wealth Solutions went independent in 2019, it offered us the...
BLOG POSTS
Gain valuable insights on current market topics and issues, along with other financial planning tips. Check out our latest blogs below, and be sure to subscribe on YouTube, Facebook, and LinkedIn, so you never miss an update.
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Aaron Tuttle, CFA®, CFP®, CLU®, ChFC®
- 7 days ago
- 6 min
Q4 2021 Summary & 2022 Market Outlook
Welcome to our GWS quarterly summary and 2022 outlook. Each quarter, we review final market numbers and data to reflect on key events and...
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Christina N. Shockley, JD, CFP®
- Dec 5, 2021
- 5 min
How Can Our Team Help You Be “Tax Efficient”?
Our advisors tout the merits of tax-efficient planning strategies every day. At a very high level, moving money into certain types of...
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Aaron Tuttle, CFA®, CFP®, CLU®, ChFC®
- Oct 13, 2021
- 6 min
Q3 2021 Market Commentary: Correction Concerns
Executive Summary As the market continues to bounce back post-pandemic, we’ve seen some interesting themes emerge. This quarter, we’ve...
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Christina N. Shockley, JD, CFP®
- Oct 11, 2021
- 2 min
Unpacking a Monte Carlo Analysis
One of the most rewarding parts of our work at GWS is when we hear clients tell us that we have provided them with greater confidence....
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Aaron Tuttle, CFA®, CFP®, CLU®, ChFC®
- Oct 1, 2021
- 6 min
GWS Investment Strategies, Explained
When it comes to choosing funds to invest your money, there are virtually infinite possibilities in the market. At GWS, our Investment...
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Aaron Tuttle, CFA®, CFP®, CLU®, ChFC®
- Sep 28, 2021
- 4 min
Evergrande
Chinese real estate developer Evergrande had global markets on edge this week. As loyal listeners to our Weekly Market Insights might...
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Christina N. Shockley, JD, CFP®
- Sep 17, 2021
- 4 min
Proposed Tax Legislation Changes
The House Ways and Means Committee made waves Monday when it released a draft of significant tax legislation. Our GWS Planning Team spent...
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Aaron Tuttle, CFA®, CFP®, CLU®, ChFC®
- Sep 14, 2021
- 3 min
China is Not a Contender
Over the last couple of decades, China has experienced more growth and development than we've seen in economic history. However, they...
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Aaron Tuttle, CFA®, CFP®, CLU®, ChFC®
- Sep 7, 2021
- 3 min
Broken Window
Hurricane Ida caught the news, as it left millions of people without power in New Orleans only 16 years after Hurricane Katrina. Natural...
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Aaron Tuttle, CFA®, CFP®, CLU®, ChFC®
- Aug 30, 2021
- 4 min
Astrology for Adults
When analyzing stocks, there’s more to evaluate than simply revenue, valuation, and industry trends (i.e., fundamentals). Of course,...
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