Insights

The Advisor is Gentry Private Wealth's monthly newsletter featuring insights from Jeff, market reporting by our GoalVest partners, and upcoming events that may interest our clients. To have The Advisor delivered right to your inbox, sign up today.

The material presented by Gentry Private Wealth is for informational purposes only. It is not intended to serve as a substitute for personalized investment advice or as a recommendation or solicitation of any particular security, strategy or investment product. Actual economic or market events may turn out differently than as presented. Advisory services are provided by Gentry Private Wealth, a registered investment advisor with the Securities and Exchange Commission. Materials posted to this site are from external sources and are provided for your convenience in locating related information and services. Gentry expressly disclaims any responsibility for and does not maintain, control, recommend, or endorse third-party sites, organizations, products, or services, and make no representation as to the completeness, suitability, or quality thereof.

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
Business Owners: Investing Beyond Your Own Company
Business Owners: Investing Beyond Your Own Company By Jeff Wetta   Business owners often face opportunities to invest in other businesses, whether those ventures are within their own industry or in unrelated markets. While these opportunities can be rewarding, they... Read More
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
Key Tax Provisions in the One Big Beautiful Bill Act
We’d like to let you know of significant developments in federal tax legislation. On July 4, 2025, President Trump signed into law the One Big Beautiful Bill Act (OBBBA), a reconciliation package that includes a broad array of tax provisions affecting individuals,... Read More
Protect Your Business and Leadership – D&O Insurance
Directors and Officers Liability Insurance Liability insurance for directors and officers is not just for large public companies; it can be an equally valuable risk management tool for smaller businesses. Directors and Officers (D&O) liability insurance helps protect directors and... Read More
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
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