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GSAM's Investment Committee Releases Its 3rd Quarter 2025 Market Update
October 17, 2025 The third quarter of 2025 offered a blend of resilience and uncertainty. The key themes emerging from this quarter remained true to the overall trend for 2025: resilient consumer behavior, evolving policy from the Federal Reserve (the “Fed”), global macro tension, and a market keeping investors on their toes. A combination of sticky inflation and a moderating labor market continue to be in the scope of many investors. Yet despite those challenges, both domes
18 hours ago6 min read


Savings Strategy: For High Net Worth Individuals
by Patrick Evans, Senior Wealth Advisor September 23, 2025 High net worth individuals (HNWI) often focus on growing wealth through...
Sep 232 min read


Smart Money Moves for Newlyweds: Financial Advice to Start Your Marriage on the Right Road
by Michael C. Loch September 4, 2025 I recently had the good fortune of attending the wedding for my nephew and his lovely bride. ...
Sep 43 min read


Back-To-School: 529 Plans vs Custodial Accounts
by Landon Buzzerd, CFP® August 7, 2025 When it comes to savings strategies for your children, understanding the savings vehicles...
Aug 75 min read


GSAM's Investment Committee Releases Its 2nd Quarter 2025 Market Update
July 15, 2025 In the second quarter, investors and businesses alike were forced to navigate a rapidly shifting global landscape marked by policy changes, market volatility, and evolving geopolitical tensions. From central bank interest rate decisions to the latest inflation data and tech sector earnings, this most recent quarter has delivered key developments with wide-reaching implications. The headlines read: Recession, Stagflation, War, Tariffs. The initial shock of prop
Jul 166 min read


Mid-Year Financial Check-In: Top Three Items
by Landon Buzzerd, CFP® July 2025 As we reach the middle of the 2025, there is no better time to check-in on your personal finances. A...
Jul 105 min read


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...
Apr 237 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
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