Christina N. Shockley, JD, CFP®May 4, 20213 minThe GWS Five-Step Approach to Cash ManagementAt Gatewood Wealth Solutions, we pride ourselves on keeping our clients “Bear Market Ready, but Bull Market Positioned.” By this, we mean...
Christina N. Shockley, JD, CFP®May 3, 20215 minYou're Retiring – Now What?When our GWS team meets with prospective clients, one of the first questions we ask is, “What brought you in today?” Most of the time,...
Christina N. Shockley, JD, CFP®Mar 19, 20212 minHow and When Should I Invest my Excess Cash?A popular reason clients come to us is that they have a large amount of cash — and want to make sure they’re investing it at a good time....
