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GSAM's Investment Committee Releases Their 1st Quarter 2025 Market Update
April 15, 2025 The first quarter of 2025 has been marked by financial uncertainty, driven by inflation, trade tensions, and increased...
12 minutes ago7 min read


Spring Cleaning for Your Finances: Five Easy Steps
by Landon W. Buzzerd, CFP April 15, 2025 As the warm spring weather approaches, many people will engage in annual spring cleaning. That...
Apr 154 min read


Financial Considerations After Marriage: What to Keep in Mind
by Kristen E. Jackson, CFA March 20, 2025 As the busy spring wedding season approaches, couples everywhere are about to embark on life...
Mar 204 min read


Five Tips for Getting Your Financial House in Order for the New Year
by Landon W. Buzzerd, CFP® January 31, 2025 As we move into the New Year, many households establish resolutions often related to health...
Jan 315 min read


GSAM's Investment Committee releases their 4th Quarter 2024 Quarterly Letter
January 22, 2024 The last twelve months proved to be fruitful in many respects. Household wealth for the United States is at an all-time...
Jan 226 min read


4th Quarter 2024 - Quarterly Market Update
by Kristen E. Jackson, CFA January 15, 2024 The last twelve months proved to be fruitful in many respects. Household wealth for the...
Jan 147 min read


Fueling Your Philanthropic Efforts with Your Investments
by Landon Buzzerd, CFP ®, Associate Wealth Advisor November 21, 2024 The following are various methods you can implement to maximize your...
Nov 21, 20245 min read


Steps to Settling an Estate
by Michael M. Evans, Executive Chairman October 31, 2024 Most people believe that simply having their estate documents prepared is all...
Oct 17, 20242 min read


October is Estate Planning Month
by John S. Ferraro, Senior Wealth Advisor October 17, 2024 October is Estate Planning Awareness month. This is a great time to take...
Oct 17, 20243 min read


GSAM's Investment Committee releases their 3rd Quarter 2024 Quarterly Letter
October 15, 2024 One of our biggest unknowns coming into 2024 was U.S. interest rates and how long they would remain at elevated levels....
Oct 16, 20245 min read


3rd Quarter 2024 - Quarterly Market Update
by Kristen E. Jackson, CFA October 15, 2024 One of our biggest unknowns coming into 2024 was U.S. interest rates and how long they would...
Oct 14, 20245 min read


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...
Sep 26, 20243 min read


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...
Sep 19, 20242 min read


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 22, 20244 min read


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...
Aug 2, 20246 min read


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 24, 20245 min read


2nd Quarter 2024 - Quarterly Market Update
by Kristen E. Jackson, CFA July 15, 2024 The narrative of the last ninety days or so was very similar to that of the first ninety days of...
Jul 14, 20246 min read


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...
Jul 10, 20243 min read


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...
Jun 14, 20247 min read


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 20, 20245 min read


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...
May 2, 20243 min read


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 30, 20246 min read


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 25, 20244 min read


1st Quarter 2024 - Quarterly Market Update
by Kristen E. Jackson, CFA April 12, 2024 The momentum that led the markets to a stellar finish in 2023, continued through the first...
Apr 11, 20246 min read
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