Insights

Market Update February 2026
Market Update February 2026
Equities were up in January, continuing to shrug off negative news and valuation concerns. Market gains were broad-based with solid performance across sectors. The CBOE Volatility Index (VIX) closed at 16.4, well below the 20 level generally considered stable. While... Read More
January 30, 2026
The Advisor, Q1 2026
Happy New Year! As we begin 2026, the Gentry team is optimistic about the road ahead. Markets remain resilient, supported by positive tailwinds and fewer unknowns than before. While many economists forecast continued growth, they also anticipate some volatility as... Read More
January 22, 2026
Market Update January 2026
Equity markets rebounded in December following a flat November, finishing the year strong and shrugging off fears of an AI-driven technology bubble. The CBOE Volatility Index (VIX) closed in November at 13.4, well below the April 7 intraday high of... Read More
January 12, 2026
Succession Planning for Family Businesses
Succession Planning for Family Businesses
Where there is a desire to pass the baton that is the family business from one generation to the next, succession planning is usually essential. The absence of a solid succession plan can potentially result in family differences and financial... Read More
December 17, 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
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