Insights

The Advisor, July 2025
The Advisor, July 2025
A Quiet Kind of Freedom The Fourth of July is a celebration of freedom and a rare chance to slow down. No work emails. No packed schedules. Just a good excuse to disconnect for a bit. That alone feels like... Read More
July 1, 2025
The Advisor, June 2025
Volatility – a Historical Perspective When markets get choppy, it’s easy to feel like this time is different – that things are worse, more uncertain, more unpredictable. But if we zoom out and look at history, we see that volatility... Read More
June 5, 2025
How Do ETFs Work?
How Do ETFs Work? Exchange-Traded Funds (ETFs) can offer a great mix of diversification, flexibility, and cost efficiency. Used by both institutional and individual investors, they have become a staple in portfolios, blending the best aspects of stocks and mutual... Read More
May 29, 2025
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
Remember: Recoveries have rewarded patience
If you’ve ever taken an economics course, you might remember this basic principle: Economies and financial markets, space such as the stock and bond markets, move in cycles. That is, you can count on markets to experience lows, when prices... Read More
August 2, 2022
Mid-Year Portfolio Update – July 2022
What’s New at GPW July brings many celebrations, memories and fresh perspectives in the form of Independence Day, summer vacations and a mid-year market and economic outlook. Join us as we dive into the details in our mid-year outlook and... Read More
July 15, 2022
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