Insights

The Advisor is Gentry Private Wealth's monthly newsletter featuring insights from Jeff and Dustin, 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, April 2025
Easter: Brighter Days, Bigger Baskets With spring comes Easter, compelling us to reflect on second chances and fresh perspectives. At its core, Easter is about renewal, hope, and—let’s be honest—enough chocolate to qualify your Easter basket as a TSA-approved carry-on.... Read More
The Advisor, March 2025
Sip on Some Luck: Homemade Shamrock Shake Top o’ the morning to you! St. Patrick’s Day is here, bringing a little extra luck, a lot of green, and plenty of reasons to celebrate. Whether you’re Irish or just Irish for... Read More
The Advisor, February 2025
Love and Money: Ensure Your Financial Future Together Valentine’s Day isn’t just about flowers and chocolates – it’s about celebrating the partnership you’ve built and the dreams you’re chasing together. It’s also the perfect time to ask: Are your financial... Read More
The Advisor, January 2025
As we welcome the new year, many of us are used to setting resolutions-goals we strive to achieve with determination and often, pressure. But what if this year, we approached things a little differently? Instead of rigid resolutions, let’s focus... Read More
The Advisor, December 2024
As we approach the end of another year, we would like to take a moment to express our sincere gratitude for your trust and partnership. At Gentry Private Wealth, we are honored to support your financial goals, and we look... Read More
The Advisor, November 2024
A Season of Gratitude: Reflecting on What Matters Most As we approach Thanksgiving, we wanted to take a moment to express our heartfelt gratitude. In a season that reminds us of what truly matters, we’re thankful for the trust and... Read More
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