Intro: July brought continued gains for U.S. stocks, driven by strong corporate earnings and easing trade tensions. While international markets and bonds showed mixed results, economic data remained solid. With broad-based earnings…
Markets wrapped up June on a strong note, extending the rally that began in late spring. Investor sentiment was buoyed by robust corporate earnings, easing trade tensions, and encouraging economic data. Despite…
Markets found their footing in May, delivering strong gains across major indices amid a calmer policy backdrop and encouraging economic data. Investor sentiment improved as trade tensions eased and corporate earnings came…
If you’re a Gen X investor with a high net worth, you probably know all the clichés: “Stay the course.” “Think long-term.” “Don’t worry — the market always bounces back.” Nice sentiments…
Quick Hits 1. Mixed Month for Markets Equities faced a challenging month in April. 2. Bonds Rise as Interest Rates Fall Falling long-term interest rates supported bonds. 3. Trade Uncertainty Impacts Markets…
Dreaming of exploring the world? Visiting exotic destinations, soaking in vibrant cultures, and creating lifelong memories are dreams shared by many. But these aspirations often come with financial barriers. The good news?…
Quick Hits 1. Challenging Start to the Year for Stocks A negative March for stocks capped off a weak first quarter. 2. Solid Quarter for Bonds Falling interest rates supported bond prices.…
Traveling the world is a dream shared by many. The idea of exploring new cultures, walking through historic landmarks, and tasting exotic cuisine excites the imagination. However, making these dreams a reality…
Quick Hits 1. Challenging Month for Markets February was a challenging month for U.S. stocks. 2. Bonds Continue to Rise Falling interest rates supported bond returns in February. 3. Solid Economic Backdrop…
Financial wellness is a critical tool for long-term success. While it might seem overwhelming at first, taking steady steps to build your financial foundation can pay off significantly in the future. Here…
Planning for retirement is one of the most important financial priorities, yet it’s often overlooked in the hustle of day-to-day life. Many people underestimate how much they’ll need to live comfortably once…
Quick Hits 1. Markets Rally in January Markets rebounded in January after mixed results in December. 2. Bonds Rise as Interest Rates Fall Falling long-term interest rates caused bonds to rise. 3.…
Monday, February 10th, 2025 Presented by Sean P. Reilly, CFP®, CPWA®, CIMA®, CEPA®, Managing Director When it comes to retirement planning, most people are familiar with the concept of traditional IRAs, 401(k)s…
Presented by Sean P. Reilly, Managing Director, GatherWealth Investment Management sean@gatherwm.com (401) 310-3920 Quick Hits 1. Mixed Month for Markets December was a mixed month for equity markets. 2. Bonds Fall as…