Common Retirement Plan Mistakes People Make (and How to Avoid Them)
by Mike Loch, GSAM Wealth Advisor & Chief Compliance Officer September 26, 2024 Self-Directed Retirement Plans such as a 401(k) or a...
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Sep 192 min
Savings Strategy: For High Net Worth Individuals
by Patrick Evans, Senior Wealth Advisor September 19, 2024 High net worth individuals (HNWI) often focus on growing wealth through...
Aug 224 min
Back-To-School: 529 Plans vs Custodial Accounts
by Landon Buzzerd, CFP® August 22, 2024 When it comes to savings strategies for your children, understanding the savings vehicles...
Aug 26 min
GSAM's Investment Committee releases their 2nd Quarter 2024 Quarterly Letter
July 15, 2024 The narrative of the last ninety days or so was very similar to that of the first ninety days of 2024. The Federal Reserve...
Jul 245 min
Mid-Year Financial Check-In: Top Three Items
by Landon Buzzerd, CFP® July 2024 As we reach the middle of 2024, there is no better time to check-in on your personal finances. A...
Jul 103 min
Asset Allocation
by Scott Dolson July 10, 2024 When it comes to your investments, asset allocation is the foundation upon which long-term success is...
Jun 147 min
The Role of Trusts in Achieving Your Legacy Goals
by Landon Buzzerd, CFP® June 2024 Many people spend a lifetime accumulating investment accounts, real estate, and collectibles. Since you...
May 205 min
Legacy Planning: Gifting to Loved Ones and Charitable Organizations
by Scott Dolson May 20, 2024 The term legacy simply means “a gift by will, especially of money or other personal property”, which most...
May 23 min
Inheritance: Discussing Wealth Transfer to the Next Generation
by Kristen Jackson May 2, 2024 It’s important to take an active approach in discussing wealth transfer to the next generation. There are...
Apr 306 min
GSAM's Investment Committee releases their 1st Quarter 2024 Quarterly Letter
April 12, 2024 Macroeconomic data remains mostly positive amid the highest interest rate environment in over two decades. Over the last...
Apr 254 min
An Important Conversation: Why Discussing Finances Matters
by Michael C. Loch April 2024 Over the course of one’s life, we have many important conversations with family, friends, coworkers, and...
Apr 53 min
Compound Interest Explained
By Landon Buzzerd, CFP® April 5, 2024 Referred to as the eighth wonder of the world by Albert Einstein, compound interest is the ultimate...
Mar 252 min
A Female's Perspective on Women's Finances
by Kristen Jackson March 26, 2024 Over the years I have asked many of my female friends what they do for investing and I’ve heard many of...
Jan 196 min
GSAM's Investment Committee releases their 4th Quarter 2023 Quarterly Letter
January 15, 2024 With 2023 in the books, we look back on the last twelve months with a sense of pleasant surprise. Coming into the year,...
Nov 2, 20236 min
GSAM's Investment Committee releases their 3rd Quarter 2023 Quarterly Letter
October 13, 2023 Despite talk of a pending recession following the Federal Reserve’s aggressive 2022 rate hikes, the fundamental economic...
Jul 19, 20235 min
GSAM's Investment Committee releases their 2nd Quarter 2023 Quarterly Letter
July 14, 2023 With the first half of 2023 in the books, investors and economists should be pleased with the strong start to the year. The...
Apr 14, 20236 min
GSAM's Investment Committee releases their 1st Quarter 2023 Quarterly Letter
April 14, 2023 While markets struggled to find stable ground for most of 2022, the equity market recovery that started in the fourth...
Mar 22, 20232 min
Market Update: Silicon Valley Bank & Recent Bank Activity
March 21, 2023 Over the last two weeks, investors have witnessed the regional bank failure of Silicon Valley Bank (SVB), and its peers...
Feb 10, 20235 min
GSAM's Investment Committee releases their 4th Quarter 2022 Quarterly Letter
January 13, 2023 With the fourth quarter and the entirety of 2022 in the rearview mirror, investors are looking forward to 2023. Last...
Oct 14, 20225 min
GSAM's Investment Committee releases their 3rd Quarter 2022 Quarterly Letter
October 14, 2022 With the third quarter of 2022 in the books, investors are turning their focus towards year-end. A number of unanswered...
Sep 13, 20224 min
GSAM's Investment Committee releases their 2nd Quarter 2022 Quarterly Letter
July 15, 2022 The pull-back in both equity and bond markets that began in the first part of 2022 intensified over the second quarter as...
Sep 13, 20225 min
GSAM's Investment Committee releases their 1st Quarter 2022 Quarterly Letter
April 14, 2022 As we began 2022, the chaotic COVID-driven changes to everyday life that have marked the past two years seemed to fade...
Nov 30, 20201 min
Kristen E. Jackson featured in Fortune Magazine, November 2020 issue - Women In Wealth
Kristen has been selected as a Pittsburgh Five Star Wealth Manager Award Winner once again in 2020, making this her 6th selection for the...
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