Insights

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
The Advisor, August 2025
The Advisor, August 2025
As we step into August, the final stretch of summer offers a natural moment to pause and take stock, both personally and financially. Whether you’re preparing for business transitions, estate planning, or reviewing your investment strategy, we’re here to help... Read More
August 7, 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
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