Market & Wealth Insights
Market Perspective
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.
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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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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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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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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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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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Market Navigator for the Quarter Ending March 31, 2026
Market Navigator for the Quarter Ending March 31, 2026 Presented by Gather Wealth Investment Management Markets dropped in March as rising concerns about the ongoing hostilities in the Middle East weighed on…
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Market Navigator for the Month Ending February 28, 2026
Market Navigator for the Month Ending February 28, 2026 Presented by Gather Wealth Investment Management February was a challenging month for stocks, as concerns surrounding the disruptive nature of AI and shifting…
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Market Navigator for the Month Ending January 31, 2026
Market Navigator for the Month Ending January 31, 2026 Presented by Gather Wealth Investment Management Markets rallied to start the year, with international stocks outperforming U.S. companies. Rising long-term interest rates weighed…
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Market Navigator for the Quarter Ending December 31, 2025
Market Navigator for the Quarter Ending December 31, 2025 Presented by GatherWealth Investment Management December was a mixed month for markets due to a late month sell-off. Despite the volatility to end…
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2026 Outlook: What’s the Big Picture?
Presented by Gather Wealth Investment Management Posted by Chris Fasciano As we enter 2026, we do so with the combined power and efforts of LPL Financial and Commonwealth. In the spirit of…
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Market Navigator for the Month Ending November 30, 2025
Presented by Gather Wealth Investment Management November was a mixed month for markets, as concerns about AI caused an early month sell-off. Solid fundamentals and growing expectations for an interest rate cut…