Insights

Market Update August 2026
Market Update August 2026
Equity markets were mixed in July following a strong second quarter. The S&P 500 was roughly flat, down about 0.1%. The Nasdaq fell 3.2% for a second straight month as investors grew more selective on AI and semiconductor valuations.
August 18, 2026
The Advisor, Q3 2026
Markets gave us a lot to sit with this quarter. Inflation hit a three-year high in May. The Fed signaled it may raise rates later this year instead of cutting them. And renewed conflict between the U.S. and Iran has... Read More
August 5, 2026
Trump Accounts: What families need to know
Have you heard about the new Trump Accounts? You may be wondering what they are and if they fit into your family’s financial plan. Here’s what you need to know. What is a Trump Account? Trump Accounts were created with... Read More
July 31, 2026
Preparing your heirs for wealth transfer: A practical guide
Preparing your heirs for wealth transfer: A practical guide
Most wealth transfer plans fail — not because of taxes, market downturns, or poorly drafted documents. They fail because the people who inherit the money weren’t ready for it. That’s a hard truth worth sitting with. Research consistently shows that... Read More
July 14, 2026
Market Update July 2026
Equity markets lost steam in June after two months of strong gains, with the S&P 500 slipping about 1% as investors grew wary the Al rally had outrun itself. Even so, 02 was the best quarter since 2020: the S&P... Read More
July 9, 2026
What It’s Like to Work With Gentry Private Wealth
Choosing a wealth management firm is about more than credentials. Confidence matters. So does clarity. You know you’re in excellent hands when you find a team that instills trust and helps you navigate complex financial decisions affecting your business, your... Read More
June 16, 2026
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