New Edition of Wellspring

A GMAG News Source

Wellspring is our client-oriented digital news source, where we curate the latest in GMAG thought leadership, events, and updates contributed by our team of professionals and other thought leaders. From frequently asked questions to fresh perspectives on trends impacting wealth management and beyond, each edition of Wellspring covers a multitude of topics relevant to your financial and personal well-being.

GMAG INVESTMENT PERSPECTIVESWEALTH STRATEGIESGMAG INSIGHTS

 GMAG Wealth Strategies

2023 Tax Adjustments
Inflation Reduction Act
Deductibility of Meals and Entertainment
Inflation Reduction Act l Electric Vehicle Tax Credits

GMAG Insights

GMAGGMAG InsightsGood WorksNews
January 11, 2023

GMAG Wealth Strategies Team joins the Heckerling Institute on Estate Planning

GMAG has a dedicated Wealth Strategies Team, built around advising our clients on estate and tax planning matters. As part of our commitment to being up to date on today’s…
Nicholas DeLuca
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Leading women of GMAGGMAG Insightswellspring
January 29, 2021

The Leading Women of GMAG

The Leading Women of GMAG The rising economic clout of women is perhaps one of the most significant economic shifts of recent decades. Not only are women generating and managing…
Nicholas DeLuca
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GMAG Insightswellspring
October 8, 2019

Serving Families Beyond Investments

Is a family office right for you? Many high-net-worth families struggle with a myriad of wealth management challenges despite good fortunes, intelligence, and abundant resources. When you have numerous assets…
GBCXadmin
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GMAG Insightswellspring
October 8, 2019

Goals-Based Investing

What do you want to achieve in your life? And how do your goals tie into how your money is managed? Seeking a specific rate of return is only one…
GBCXadmin
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