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.

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Market Update March 2026 (Updated)
In February, equity markets were mixed after a positive January. This performance was impressive considering the onslaught of negative business headlines. The CBOE Volatility Index (VIX) closed the month at 19.9, a reading just below the 20 level that is... Read More
March 10, 2026
Market Update March 2026
February’s equity market gains, though moderate, were impressive considering the onslaught of negative business headlines. While technology names did decline, performance improved across most sectors. Bonds were up a solid 7.3% for the year. The CBOE Volatility Index (VIX) landed... Read More
March 3, 2026
Market Update February 2026
Equities were up in January, continuing to shrug off negative news and valuation concerns. Market gains were broad-based with solid performance across sectors. The CBOE Volatility Index (VIX) closed at 16.4, well below the 20 level generally considered stable. While... Read More
January 30, 2026
The Advisor, Q1 2026
Happy New Year! As we begin 2026, the Gentry team is optimistic about the road ahead. Markets remain resilient, supported by positive tailwinds and fewer unknowns than before. While many economists forecast continued growth, they also anticipate some volatility as... Read More
January 22, 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
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