GatherWealth Insights
Market & wealth insights
Market and Wealth Insights delivers fiduciary-level analysis and practical strategies for Rhode Island individuals, families, and business owners. Our articles cover retirement planning, investment management, tax-efficient strategies, estate and trust planning, and socially responsible investing—supported by timely market commentary and economic insights. Each post is designed to help you make confident, well-informed decisions to grow, protect, and transfer your wealth.
Latest insight
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The First Financial Decision After Divorce Isn’t About Money at All
By the time the settlement is signed, the assets are already divided. The house, the accounts, the furniture nobody really wanted but somebody had to take, all of it decided, notarized, filed…
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Market Navigator for the Quarter Ending September 30, 2026
Presented by GatherWealth Investment Management Surging bond yields and mixed equity returns were the headlines of the third quarter. The Nasdaq turned in the strongest quarter, but breadth was weak, and other…
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The Best Investment Decision Is Often No Decision at All
Somewhere along the way, doing nothing started to feel like doing something wrong. Check the balance, check the news, check it again. A market dips two percent and it feels like the…
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Market Navigator for the Month Ending August 31, 2026
Presented by GatherWealth Investment Management Despite another month of concerning headlines regarding the war in the Middle East and renewed focus on U.S. government debt as it surpassed $40 trillion…
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Your Business Is an Asset. Are You Treating It Like One?
You have built something real. A business that took years of work, risk, and reinvention to get where it is today. But here is a question worth sitting with: is your personal…
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Market Navigator for the Month Ending July 31, 2026
Market Navigator for the Month Ending July 31, 2026 Presented by GatherWealth Investment Management The lack of progress in negotiations to end the war in the Middle East and a…
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Estate Planning Isn’t Just for Later
Most people know they should have an estate plan. They also know they should schedule that dentist appointment, update their password manager, and finally read the terms of service on something. It…