October 15, 2024
One of our biggest unknowns coming into 2024 was U.S. interest rates and how long they would remain...
GSAM's Investment Committee releases their 3rd Quarter 2024 Quarterly Letter
Posts by Admin:
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...
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...
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...
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....
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...
Asset Allocation
by Scott Dolson
July 10, 2024
When it comes to your investments, asset allocation is the foundation upon which long-term...
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...
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...
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...