The 9 Essentials Every Thoughtful Estate Plan Should Include
David and Michelle are in their early 50’s, juggling successful careers, two teenagers, and aging parents who are starting to need more care. Like many, they ...
Read More →
Inheriting Money, Property, or Investments? Here's What to Do Next
Receiving an inheritance can be a powerful and emotional moment. Whether it follows the loss of a parent, grandparent, or another loved one, it often comes ...
Read More →
5 Things to Review at Age 50 to Stay Retirement Ready
As you enter your 50’s, retirement is no longer a distant dream—it’s a fast-approaching reality. For couples like David and Lisa, both busy professionals ...
Read More →
Living Well, Giving Well: Legacy Planning Insights
A Story of Reflection, Purpose, and Partnership James and Evelyn, both in their early 70s, had spent the last few decades building a life they were proud of. ...
Read More →
Fortress Gatewood: Bear Market Ready, Always
When markets drop sharply—like they did in response to the latest Trump tariff announcements—emotions run high, headlines swirl, and investors often make ...
Read More →
Simple Wealth, Inevitable Wealth: Nick Murray's Portfolio Principles
When it comes to investing, simplicity and discipline often outperform complexity and constant tinkering. Few voices in financial planning have championed this ...
Read More →
Why Choose Gatewood? Our Firm's Key Differentiators
At Gatewood, we’ve spent decades crafting an experience so personal and comprehensive that it can’t be easily copied. We believe in a Firm-to-Family® model ...
Read More →
“This Too Shall Pass." The Five-Year Anniversary of the Covid Crash
“This Time it’s Different.” The markets have given us a lot to digest lately. From shifting tariffs under the Trump administration to Elon Musk’s influence on ...
Read More →
Tax Planning Checklist for Filing by April 15, 2025
As the April 15 tax filing deadline approaches, many professionals, executives, and business owners find themselves overwhelmed. Between managing high-stakes ...
Read More →
Trump's Proposed Tariffs: Economic Weapon or Unintended Consequences?
Tariffs have long been a powerful but controversial tool in economic policy, influencing trade balances, industry growth, and global relations. While tariffs ...
Read More →
Love Your Financial Future: A Valentine's Guide to Aligning Goals
Valentine’s Day isn’t just about flowers, chocolates, and dinner reservations—it’s about celebrating love and partnership. This year, why not take the ...
Read More →s%20How%20Benefits%20Support%20Employee%20Success.png?width=600&height=600&name=Unlocking%20the%20Power%20of%20401(k)s%20How%20Benefits%20Support%20Employee%20Success.png)
Unlocking the Power of 401(k)s: How Benefits Support Employee Success
As we approach the first week of February, it’s an opportune time for every business leader to reevaluate and recognize the critical role that robust ...
Read More →