Insights

Market Update December 2025
Market Update December 2025
Equity markets declined in November after a streak of six consecutive monthly gains, pressured by fears of a bubble in AI-related technology stocks. These concerns spread across the broader market to a lesser degree. The CBOE Volatility Index (VIX) closed... Read More
December 4, 2025
The Advisor, November 2025
One of my favorite events of the year is Pie Day, a Gentry tradition of thanking our clients with fresh-baked pies. We’re equally grateful to be part of an outstanding team, and I’m delighted to welcome our new wealth advisor,... Read More
November 5, 2025
The Advisor, October 2025
I often hear concerns about consumer debt reaching all-time highs. Every balance sheet has two sides: assets and liabilities. The media tends to focus on the negative side. The reality is that U.S. households are on strong financial footing. Household... Read More
October 7, 2025
The Advisor, September 2025
The Advisor, September 2025
As we return from Labor Day weekend and move into the final stretch of the year, I’m reminded of the financial lessons history often teaches us. Labor Day itself was born out of a pivotal period in the late 19th... Read More
September 4, 2025
The Advisor, August 2025
As we step into August, the final stretch of summer offers a natural moment to pause and take stock, both personally and financially. Whether you’re preparing for business transitions, estate planning, or reviewing your investment strategy, we’re here to help... Read More
August 7, 2025
Key Tax Provisions in the One Big Beautiful Bill Act
We’d like to let you know of significant developments in federal tax legislation. On July 4, 2025, President Trump signed into law the One Big Beautiful Bill Act (OBBBA), a reconciliation package that includes a broad array of tax provisions affecting individuals,... Read More
July 29, 2025
1 2 3 … 14

Peace of mind starts here

No matter who you are, achieving significant wealth naturally comes with elevated risks and financial complexities. Let’s identify and overcome them.

Talk to us first