On the Verge of a Recession? Q1 2022 Market Summary
Are we on the verge of a recession? That seems to be the number one question on all investors’ minds.
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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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Christina N. Shockley, JD, CFP®
- Jan 21
- 2 min
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...
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Aaron Tuttle, CFA®, CFP®, CLU®, ChFC®
- Jan 20
- 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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Aaron Tuttle, CFA®, CFP®, CLU®, ChFC®
- Aug 20, 2021
- 5 min
Active, Passive, or Sales Pitch?
Active, Passive, or Sales Pitch? The GWS Stance on Active vs. Passive The efficacy of active vs. passive investing is one of the oldest...
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Aaron Tuttle, CFA®, CFP®, CLU®, ChFC®
- Aug 9, 2021
- 3 min
Risky Business
The Delta variant-induced rise in Covid-19 cases is still capturing headlines, although we haven't seen a significant increase in the...
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Aaron Tuttle, CFA®, CFP®, CLU®, ChFC®
- Aug 2, 2021
- 3 min
COVID 2.0
Here in St. Louis, politicians have been flip-flopping on the mask mandate in the county and city, now that the CDC has released new...
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Christopher Arends CFA®
- Jul 26, 2021
- 4 min
What Is a Good Price-to-Earnings Ratio?
This week, the market spooked a bit following the potential rise of the Covid-19 Delta variant. In this post, we’ll quickly walk through...
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Aaron Tuttle, CFA®, CFP®, CLU®, ChFC®
- Jul 20, 2021
- 4 min
Taper Tantrum
With significant Consumer Price Index (CPI) increases over the last year, many are wondering: "Are index increases transitory?" Over the...
450
Aaron Tuttle, CFA®, CFP®, CLU®, ChFC®
- Jul 9, 2021
- 7 min
Q2 2021: Follow the Data, Not the News
Executive Summary You already know how important it is to us at Gatewood Wealth Solutions to serve as a trusted source of financial...
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Aaron Tuttle, CFA®, CFP®, CLU®, ChFC®
- Jun 28, 2021
- 3 min
More of the Same Ahead
Inflation conversations came to a head June 15-16, when the Federal Open Market Committee met and announced the Fed's new monetary...
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Aaron Tuttle, CFA®, CFP®, CLU®, ChFC®
- Jun 22, 2021
- 3 min
Radical Transparency
Lately, we’ve been getting several questions from clients regarding the performance of our taxable accounts. While we can’t publicly...
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