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.
GatherWealth Insights
Emotions play a powerful role in business financial decisions. While data and strategy are vital, feelings like fear, optimism, or overconfidence can shape outcomes just as strongly. Understanding these emotional influences helps business leaders make balanced, objective choices that support long-term financial success.
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.
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.
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.
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 is a powerful concept at every stage of life—but it takes on new meaning during times of transition.
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.
Education costs can sneak up on even the most prepared households, which is why a mid-year financial check-in is so valuable.
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Market Update— For The Month Ending July 31st