704-661-6419 jon@gauthierwm.com

Gauthier Newsletters

Welcome to the GWM Monthly Newsletter! The purpose of the newsletter is to summarize various activities at Gauthier Wealth Management as well as to inform you about key financial planning concepts that might be of interest to you or someone you know.

March 2021

At long last, we are nearing the end of a long winter, both figuratively and literally! Winter began on the winter solstice, December 21, 2020, and officially ends on March 21, 2021, the spring equinox. But it's also been a long winter with COVID-19 first peaking and...

read more

Feburary 2021

Topics: Majority of Young Adults Living at Home Key Retirement and Tax Numbers for 2021 Are Value Stocks Poised for a Comeback? Tips to Help Control Your Finances During the Pandemic GWM Newsletter - February 2021

read more

January 2021

Topics: Different Inflation Measures, Different Purposes Watch Out for These Financial Pitfalls in the New Year Estate Planning Strategies in a Low-Interest-Rate Environment Four Tips to Help Avoid Burnout While Working from Home GWM Newsletter - January...

read more

December 2020

Topics: Spreading Generosity Five Tips to Regain Your Retirement Savings Focus in 2021 Sharing Your Money Values Can Be Part of Your Legacy How to Help Maintain a High Credit Score GWM Newsletter - December 2020  

read more

November 2020

Topics: Baby Boomers Buying More Online Year End 2020 Tax Tips Is Now a Good Time to Consider a Roth Conversion? Should You Pay Off Student Loans Early or Save More for Retirement?   GWM Newsletter - November 2020

read more

October 2020

Topics: Sandwich Generation Caregivers Face Many Challenges Is It Time to Think About Tax-Free Income? Incapacity and Advance Medical Directives Three Questions to Consider During Open Enrollment   GWM Newsletter - October 2020

read more

September 2020

Topics: Almost Nine Out of Ten Women Qualify for Social Security on Their Own Four Questions on the Roth Five-Year Rule Printing Money: The Fed's Bond-Buying Program Accumulating Funds for Short-Term Goals   Read Newsletter - GWM Newsletter - September...

read more

Advisory services offered through Ewing Asset Management  Securities offered through Allen C. Ewing & Co.  Member FINRA/SIPC. Check the background of this firm on FINRA’s BrokerCheck.