Insights

The Advisor, January 2024
The Advisor, January 2024
What’s New at GPW Happy New Year! We are excited to ring in the 2024 year and are looking forward to what’s ahead. We are starting the New Year off with 3 Financial New Year’s Resolutions as well as important... Read More
January 2, 2024
The Advisor, December 2023
What’s New at GPW The end of the year is traditionally a time of thanksgiving, reflection, and celebration. For us, 2023 has been full of exciting growth as we continue to focus on serving our clients. Throughout the year we... Read More
December 6, 2023
The Advisor, November 2023
What’s New at GPW As we enter this holiday season, we are reminded of the importance of family and friends and the community they provide. We’ve welcomed two new team members to our Gentry community over the last few months.... Read More
November 10, 2023
Managing Investment Risk with Alternative Strategies
Managing Investment Risk with Alternative Strategies
Managing Investment Risk with Alternative Strategies On our journey to accumulate wealth, managing risk is just as crucial as maximizing returns. One proactive approach to mitigate investment risk is utilizing alternative investments, such as private equity, structured notes, and real... Read More
November 6, 2023
The Advisor, October 2023
What’s New at GPW Andrew Carnegie is quoted as saying “I resolved to stop accumulating and begin the infinitely more serious and difficult task of wise distribution.” This month’s newsletter features important information about Required Minimum Distributions (RMDs) and charitable... Read More
October 6, 2023
The Advisor, September 2023
What’s New at GPW It’s now September and Life Insurance Awareness Month is underway. So, what better time to discuss risk management and the specific tools that can be used to provide you with financial stability than now? This month... Read More
September 11, 2023
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