Market & Wealth Insights
GatherWealth Insights archive
Explore our archive of market commentary and wealth management insights. Each article offers practical guidance and expert analysis on topics such as retirement planning, investment strategies, tax efficiency, estate planning, and more. Browse past posts to gain valuable knowledge and stay informed about trends shaping financial decisions in Rhode Island and beyond.
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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…
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Market Navigator for the Quarter Ending June 30, 2026
Presented by GatherWealth Investment Management Against a backdrop of easing geopolitical risks and strong earnings growth, markets rallied strongly across the board. The S&P 500 and Nasdaq turned in…
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Market Navigator for the Month Ending May 31, 2026
Presented by GatherWealth Investment Management Markets wrapped up May on a strong note, extending the rally that began after the March sell-off. While ongoing geopolitical risks continue to exist…
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What Are You Building Toward?
There is a question we ask clients at GatherWealth, not as a formality, but because the answer changes everything: what are you actually building toward? It sounds simple. But most people have…
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Market Navigator for the Month Ending April 30, 2026
Market Navigator for the Month Ending April 30, 2026 Presented by GatherWealth Investment Management Markets rallied notably in April, largely offsetting the declines they experienced in March. Solid fundamentals and…
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When Your Income Comes From More Than One Place
A lot of people are no longer earning money the way they used to. There's the main job, yes. But there's also the freelance project on the side, the rental property, the…