Insights

Market Update January 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
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
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
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
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