Market and Wealth Insights
Market and Wealth Insights delivers fiduciary-level analysis and practical strategies for Rhode Island individuals, families, and business owners.
Our articles cover retirement planning, investment management, tax-efficient strategies, estate and trust planning, and socially responsible investing—supported by timely market commentary and economic insights. Each post is designed to help you make confident, well-informed decisions to grow, protect, and transfer your wealth.
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Financial Planning for the College Transition
Preparing for a child’s college years requires more than emotional readiness—it demands smart financial planning. From tuition and travel to daily expenses, college costs can affect your family’s budget and long-term goals. Proactive financial strategies help you support your child’s education while staying on track for your future.
Empty Bowls at the Food Bank
Proud to support the Rhode Island Food Bank’s Empty Bowls event! Their incredible work helps provide nutritious meals to those in need every day. Grateful to be part of a community that comes together to fight food insecurity!
RI International Film Festival
GatherWealth was proud to sponsor the Rhode Island International Film Festival — a world-class event that draws filmmakers from over 60 countries and showcases diverse, Oscar winning storytelling.
We believe in investing not only in portfolios, but in people and creativity. Supporting the arts and global storytelling reflects our values as Rhode Island financial planners who care deeply about community, culture, and connection.
Manufacturing Day
GatherWealth is proud to support Manufacturing Day here in Rhode Island – a time for the next generation to connect, explore, and be inspired by the incredible companies shaping our future.
Small Business Administration Week
For more than 60 years, the U.S. Small Business Administration (SBA) has celebrated National Small Business Week, which acknowledges the contributions of America’s entrepreneurs and small business owners. GatherWealth had the privilege to sit alongside hundreds of small business owners in Rhode Island at this event. We heard from business leaders and State officials all working toward making our State a place where small businesses can thrive. We were reminded of the resilience and innovation that drives our local economy. Grateful to be a part of this community and to celebrate the impact of small businesses in the United States during National Small Business Week!
Financial Strategies for Women Who Care for Others: Protect Yourself While Helping Family
For many women, life is a balancing act — managing careers, raising children, supporting aging parents, and keeping a household running smoothly. While caring for others can be deeply rewarding, it often comes with financial and emotional pressures that are easy to overlook. At GatherWealth, we work with women who give so much and want to make sure they're also securing their own financial future.
Dispelling Common Money Myths for Divorced Women
Divorce brings significant financial change, and many women encounter common money myths that can limit confidence and growth. Understanding the truth about money and investing empowers divorced women to make informed decisions, build financial independence, and create lasting stability.
The Role of Cash Flow Management in Business Growth
Effective cash flow management is the foundation of a successful business. It ensures steady operations, controls expenses, and provides the financial stability needed for long-term growth and profitability.
Financial Independence After Divorce: Building Confidence for the Future
Financial independence is a powerful concept at every stage of life—but it takes on new meaning during times of transition.
Why Year-End Tax Planning Starts Now: A Mid-Year Guide to Staying Ahead
As we move into the second half of the year, it’s the perfect time to take a step back and assess your tax planning strategy.
Planning for Education Costs: A Smart Financial Checklist for Families
Education costs can sneak up on even the most prepared households, which is why a mid-year financial check-in is so valuable.
6 Cash Flow Management Tips Every Small Business Owner Should Know
For small business owners, cash flow is more than just a financial metric—it’s the lifeblood of the business. Without proper cash flow management, even profitable companies can find themselves in trouble.
Life in Transition: How I Can Help You Regain Clarity and Control
Life rarely follows a straight line. Sometimes it takes unexpected turns—divorce, loss, career changes, retirement, or sudden wealth. These moments can shake your foundation and make it hard to see the path forward.
Why Estate Planning Matters More As You Age: Key Steps to Protect Your Legacy
As we get older, estate planning becomes more than just a good idea—it’s a necessary part of protecting your legacy and ensuring your loved ones are taken care of.