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At Gatewood Wealth Management, we’re committed to sharing up-to-date, transparent content with everyone—whether you’re a client or not. Our advisors consistently write about a variety of topics, from estate planning to investment strategies, so you’re sure to find content relevant to your personal situation.


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Friday, January 22, 2021

We were happy to see a peaceful transition of power at the Presidential Inauguration today and look forward to unifying our country. In today’s update, I’ll cover the proposed stimulus bill and possible tax and...

Wednesday, January 20, 2021

Please Note: This commentary only applies to market happenings through Dec. 31, 2020 and was developed before the events of Jan. 6, 2021 at the U.S. Capitol. Executive Summary At GWS, we consistently preach the importance of financial...

Friday, January 15, 2021

The Week of Chaos I hoped things might settle down between the Senate race and today’s market broadcast (and time of this writing). Instead, the opposite happened. We saw protesters storming into the Capitol, Twitter canceling...

Friday, January 8, 2021

Disclaimer: This blog and our Weekly Market Insights YouTube video were written and filmed prior to the events that happened at the U.S. Capitol on January 6, 2021. Be on the lookout for relevant updates on the matter via social media....

Monday, January 4, 2021

A lot has been surging lately: the market, Covid cases, and debt. Joe Biden is officially President Elect, although the Trump administration is still trying to overturn the election. Let’s review key 2020 events and how we got to...

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Friday, December 18, 2020

Listeners of our weekly GWS market insights are accustomed to hearing Founder & CEO John Gatewood and me hash out our views on the economy and financial markets. This week I had the pleasure of interviewing Thaddeus (Ted) McDonald, an...

Friday, December 11, 2020

The December 8th Safe Harbor date came and went, and the political sphere has been abuzz ever since. We know Texas filed a suit again the four states challenging the constitutionality of the election results, and we just heard Missouri...

Friday, December 4, 2020

State of Election The General Services Administration, GSA, officially approved funding for President-elect Joe Biden to begin his transition toward presidency. However, there are many legal challenges upon us. One hurdle takes the...

Wednesday, November 18, 2020

The Trump administration is challenging the election result. There are several paths to a Trump victory, some of which would be underhanded, but they do exist. Our commitment is to report on the election data objectively.

Thursday, November 12, 2020

As of this writing, the election is not over. It may be that Joe Biden will be the next president, but the election process is still moving forward. What is unusual with this election is that we are not certain the outcome as of this...

Thursday, November 5, 2020

Pre-Election Polls FiveThirtyEight, sometimes rendered as 538—predicts a 90% chance Biden will win. It predicted a 71% chance Hilary would win in 2016. Many polling establishments say they have adjusted for 2016. The Democracy...

Tuesday, November 3, 2020

Stimulus House Speaker Nancy Pelosi told CNN on Sunday that she was expecting more answers regarding a stimulus package on Monday and that an agreement could be reached this week among lawmakers. But Democrats and White House officials...

Thursday, October 29, 2020

As Nov. 3 quickly approaches, the Presidential Election seems to make it into every conversation — personal and professional. Similar to 2016, we believe the polls are not accurately portraying a close race. Blast from the 2016...

Friday, October 23, 2020

The Federal Deficit & Stimulus The federal deficit tripled to $3.1 trillion in fiscal year 2020, the largest share of the economy since World War ll. The deficit was only up 8% for the first half of the year, and in the second half it...

Thursday, October 15, 2020

Executive Summary It’s an understatement to say that 2020 has been a volatile year. No one could have predicted that a global pandemic would drastically affect lives, markets, economies, and societies around the world. Volatility...

Thursday, October 15, 2020

The U.S. 2020 Election The big news for the week was the announcement that President Trump has COVID-19. He was required to have a 72-hour stay at Walter Reed Hospital. He may generate a slight bump in popularity from his well-wishing...

Thursday, October 8, 2020

Political Headwinds Politics are the topic of conversation today, as they are now the dominant market mover. The Federal Reserve has talked about the need to add additional fiscal stimulus, based on high frequency of data suggesting...

Friday, October 2, 2020

We continue to see a downward trend regarding COVID-19 in the United States; however, a recent increase in cases, mainly from a rise in testing, has occurred over the last week. It is possible that the lower outside temperatures caused...

Wednesday, September 23, 2020

COVID-19 cases continuously remain on the downward slope in the United States, while there is rise in cases in the European Zone. Sweden is still the country to watch, as it never enforced a lockdown, and its cases are now declining....

Thursday, September 17, 2020

More good news this week: we continue to see a decline in daily cases and death counts related to COVID-19. With death rates scaling back and the Democratic and Republican National Conventions fading into the past, the media is...

Wednesday, September 9, 2020

Did you catch the most recent GWS market update? Our discussion centered around COVID-19 death rates, the effect of politics on the market, and inflation. Check out the highlights below, and watch for the recording to be posted soon! A...

Tuesday, September 8, 2020

While we continue to see a decline in new daily COVID-19 deaths, the pandemic’s psycho-social effects are growing. The country’s rate of anxiety has tripled, and depression has almost quadrupled. On top of that, parents are...

Thursday, August 27, 2020

We continue to move forward on the coronavirus timeline. Finally, economic activity is ascending from its deep hole, and industrial activity is also rebounding. Although COVID-19 continues to dominate the headlines, we are seeing a...

Tuesday, August 25, 2020

Daily deaths due to COVID-19 continue to show a slight rise. We expect it to decline in the next couple weeks. As of now, we are above 1000 on a 7-day average. However, yesterday’s numbers had deaths from unspecified days added...

Thursday, August 20, 2020

There still have been daily deaths past the mid-April peak, states are beginning to reopen, and gross domestic product (GDP) data is coming in. The data looks rough but has a general trend and we will continue to monitor it. In...

Tuesday, August 18, 2020

The presidential election is only 96 days away, protests have turned violent in several major cities across our country, and the Senate and the House are debating how to shape the next phase of coronavirus relief, including whether to...

Tuesday, August 11, 2020

New cases continue to capture the headlines. So far, there has been a high of 66,300 cases with one report mentioning a 66% jump in testing. Growth is slowing down and the national trend in hospitalizations appears to be falling as...

Wednesday, August 5, 2020

When the COVID-19 pandemic reared its ugly head at the end of Q1, no one in the world was immune to its effects. From economic dislocation to social isolation and even the sickness and death of loved ones, the pandemic left an...

Thursday, July 16, 2020

U.S. national debt has officially reached an unprecedented $26.5 trillion. This debt continues to run up, despite a Republican President and Senate who market themselves as fiscally responsible. But this is a “pox on both...

Thursday, July 9, 2020

It’s July of an election year, which means we are entering Silly Season. Not only are we preparing for election ads to bombard our TVs and smartphones, we’re also dealing with other ramifications of politics in the market....

Thursday, July 2, 2020

Listeners of our weekly GWS market update webinars are accustomed to hearing CIO Aaron Tuttle and CEO John Gatewood hash out their views on the economy and financial markets. But with Aaron on vacation last week, I had the pleasure of...

Thursday, June 25, 2020

On many of our GWS weekly market update calls, we’ve discussed what may happen after states start reopening their economies. Sure enough, coronavirus cases are accelerating all across the country, so we are exploring what this...

Thursday, June 18, 2020

Fear of a second wave of COVID-19 is still top-of-mind for many Americans. In fact, “second wave” headlines dominated the media just ahead of the June 11 selloff. The market quickly rebounded from the spook of rising...

Thursday, June 11, 2020

Loyal listeners to our weekly market update webinars will remember that we generally stick to four investment themes. Our Gatewood Wealth Solutions investment committee keeps a close eye the market and acts on these themes accordingly...

Thursday, June 4, 2020

As states continue to reopen their economies to varying degrees, people are getting more and more eager to return to normal — or, at least adapt to a “new normal.” Reviewing our original timeline, it’s looking...

Friday, May 22, 2020

Our founder and CEO, John Gatewood, recently share with me an interesting quote: “Fear does not stop death. It stops life.” The quote is a reminder that this is a fearful time — and we don’t take that lightly...

Tuesday, May 19, 2020

The debate of whether or not to reopen the economy is highly polarized — and not just among individuals. We’re starting to also see the effects of economic cabin fever as some businesses, such as Tesla, have opened their...

Tuesday, May 12, 2020

Most are familiar with the Road Runner and Wile E. Coyote characters from old Looney Tunes cartoons. The Coyote is always seeking to catch the Road Runner, but the Road Runner continually defies the physics of his traps and escapes....

Monday, May 4, 2020

There’s good news regarding the flattening of the curve; we believe the US peaked on death rates in mid-April. Although we continue to see high death rate counts (between 1500 and 2500 deaths most days), it is important to point...

Wednesday, April 29, 2020

Last month’s Coronavirus Aid, Relief, and Economic Security (CARES) Act marked the largest economic stimulus plan in history. This Act is intended to assist businesses and individuals during this period of uncertainty surrounding...

Wednesday, April 29, 2020

It’s a tall order, writing a quarterly market update during one of the most unprecedented times in history. COVID-19 news and updates seem to change daily. At Gatewood Wealth Solutions, we are committed to serving as a trusted...

Saturday, April 18, 2020

Aaron Tuttle, CFA®, CFP®, CLU®, ChFC® Partner, Chief Investment Officer, Chief Operations Officer To begin this week’s market update, let’s review the timeline we’ve been following for the past month...

Monday, April 13, 2020

Across the country, Americans are collectively hoping for one thing: the official announcement that we’ve “flattened the curve.” Fortunately, we’re still tracking to flatten the curve in the next couple of weeks...

Friday, April 3, 2020

We can all agree we’re living in an unprecedented time. But this “new normal” is not the result of a virus alone; rather, it’s the outcome of a unique confluence of events. Alone, a virus, government actions,...

Monday, March 30, 2020

At Gatewood Wealth Solutions, we’re committed to helping families give purpose to their money. Using technology, financial behavior coaching, and an active investment strategy as tools, we help guide clients on their paths to...

Thursday, March 26, 2020

Let’s jump right into the r-word: “recession.” We saw strong economic data in both January and February, and it shouldn’t come as a surprise that March data looked much weaker. However, we’re not in recession territory yet.

Thursday, March 19, 2020

Just hearing the term “bear market” elicits a strong emotional response in most people. Sure, we know that bear markets are a part of normal market cycles and that they’re typically much shorter and less extreme than...

Wednesday, March 18, 2020

Social distancing has left us with more than adequate time to watch the news and peruse social media. But with all the COVID-19 hype, it’s hard to know what to believe and how to feel. In today’s market update call with GWS...

Thursday, March 12, 2020

From ravaged Costco shelves to deserted airports, Coronavirus has certainly left its mark on our country over the last few weeks. With all the hype around Coronavirus and market volatility, it’s easy to assume causation. But the...

Wednesday, March 4, 2020

Risk management is a tricky thing. The general assumption is that the older we get, the less risk we should take — but that’s not always the case. If your retirement is fully funded and you have a good amount of cash, why...

Tuesday, March 3, 2020

Last week was a tough time in the stock market, with the S&P 500 Index down more than 11% as the number of coronavirus cases reported outside of China jumped. Last week’s losses reversed all of this year’s gains so far for...

Sunday, January 5, 2020

As the recession narrative continues to evolve, investors actively seek evidence of what they fear most: an economic downturn.

Tuesday, December 31, 2019

As you may have heard, we at Gatewood Wealth Solutions are thrilled about our new partnership with LPL Financial. Not only does this well-respected broker-dealer align perfectly with our financial planning and investment philosophies,...

Monday, December 23, 2019

Why We Moved: FAQs Thank you for your continued trust and confidence in the Gatewood Wealth Solutions team. We know you have a choice and truly appreciate your continued relationship! Many of you have asked why we chose to change our...

Monday, September 30, 2019

Despite the drama and a four-week losing streak in August that whipsawed the market up and down with every tweet and rumor, stocks ended the quarter flat or inching toward record highs.

Sunday, June 30, 2019

Economic expansion since the Great Recession has now been the longest in U.S. history. All prior long booms had common elements: policy shifts towards freer markets, tax rates were lowered, free trade increased ...

Sunday, March 31, 2019

What a difference one quarter makes. The Dow Jones and S&P 500 posted their worst December performance since 1931. The NASDAQ had its worst December on record. Most major asset classes posted negative results in ...

Monday, December 31, 2018

Just like a roller coaster “cliff” experience, the Dow dropped more than 1,000 points twice in February, and then again over a two-day period in November. Who would have thought the Dow would plummet 1,000 points?

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