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 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.
The Modern Wealth Strategy Gen X Investors Deserve
High-net-worth Gen X investors need more than generic advice and outdated strategies. True financial success requires personalized, tax-efficient, fiduciary wealth management built around your goals, family, and legacy. From advanced estate and tax planning to strategic income and cash management, GatherWealth delivers research-driven strategies designed to preserve, grow, and transfer your wealth with confidence.
Make Your Travel Dreams a Financial Reality
Exploring the world doesn’t have to stay a dream. With thoughtful financial planning, you can turn your travel goals into achievable milestones. From prioritizing destinations and building a dedicated travel fund to creating a realistic budget and aligning your plans with long-term financial goals, smart preparation ensures every adventure fits comfortably within your financial strategy.
How to Turn Your Travel Dreams into Reality
Traveling the world is a dream shared by many. The idea of exploring new cultures, walking through historic landmarks, and tasting exotic cuisine excites the imagination.