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.

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Markets

GMAG | Q1 2021 Market Outlook

We enter 2021 in the early stage of an economic cycle, yet asset prices are more reflective of a mid-to-late cycle economy, which may cause angst among market participants who are seeking a historical analog to navigate this unprecedented environment.

 

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GMAG Monthly Market Review l December 2020

The MSCI All Country World Index gained +4.6%, while the Barclays US Aggregate Index was up +0.1%. Broad commodities added +6.0%, and gold appreciated +7.1%.

 

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Paradigm Shifts | Gold’s Time to Shine

Investors have been rewarded handsomely for buying and holding stocks since the 2008 global financial crisis; however, ten years into the longest US economic expansion on record…

 

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GMAG Wealth Strategies

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GMAG joins the Fidelity Inside Track 2022.

GMAG joins the Fidelity Inside Track 2022

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Team Members from Left to Right: Angela Loffredo, Operations Manager; Shania Ishridas, Performance Reporting Analyst; Michael Bueti, Portfolio Manager and Frank Lavrigata, Managing Director Led by Managing Director, Frank Lavrigata,…
GMAG FORBES 2022

GMAG ranked on Forbes Top RIA Firms 2022

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GMAG’s mission is to meet every financial need with exceptional client service. So for us, it is a distinct honor that GMAG has been named to the Forbes/Shook list of America’s…
College of Charleston

GMAG and Barron’s hosted a webinar for students: Personal Finance 101: Start Budgeting, Saving, and Investing NOW.

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Today’s students Tomorrow’s LEADERS GMAG NextGen team hosts webinar with Barron’s and the College of Charleston’s School of Business. GMAG and Barron’s hosted a webinar for the students of the…
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Deductibility of Meals and Entertainment

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The rules around meals and entertainment have changed several times over the past few years. The current provisions are set to expire at the end of 2022, so we wanted…
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Inflation Reduction Act l Electric Vehicle Tax Credits

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As a follow up to our Wellspring communication from this past week on the Inflation Reduction Act, the House of Representatives passed the Act on Friday, August 12, and it…

Sage Transform 2022 Conference

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Our Family Office leadership, Matt Yakstis, CPA, and Josh Goldsmith, CPA, join others in the accounting community for Sage Transform 2022 in Orlando. The Sage conference provided a great opportunity…
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Inflation Reduction Act

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On August 7, 2022, the US Senate passed the Inflation Reduction Act (the Act). The bill is expected to be voted on by the House on Friday, August 12, followed…
Barrons 2022 top 100 Independent Financial Advisors

GMAG Named to Barron’s Top 100 Independent Financial Advisors List for 2022

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Frank Marzano and GM Advisory Group have once again been ranked on the 2022 Barron’s Top Independent Financial Advisors List. Frank is ranked at #19 on the list. In a…
Frank Marzano Forbes Best In State Wealth Advisors 2022

GMAG Ranked on 2022 Forbes Best-in-State Wealth Advisors List

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Frank Marzano and GM Advisory Group have been ranked on the 2022 Forbes Best-In-State Wealth Advisors List for the fourth year in a row. Frank is ranked at #3 on…
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GMAG named the winner of the 2022 Private Asset Management Awards for Best Estate Planning Advisory Service.

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GMAG has been named the winner of the 2022 Private Asset Management (PAM) Awards in the category of Best Estate Planning Advisory Service. The PAM Awards recognize the achievements of…
The Barron’s Advisor Independent Summit 2022

GMAG speaks at the Barron’s Advisor Independent Summit

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Frank Marzano, Managing Principal, shared his thoughts on Alternative Fixed Income while Frank Balas, our Director of Investment Strategy, discussed what is next for ETFs in the coming decade. It…

Cryptocurrency Disclosure

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Disclosure: Cryptocurrency trading can be extremely risky. Cryptocurrency trading may not generally be appropriate, particularly with funds drawn from retirement savings, student loans, mortgages, emergency funds, or funds set aside…
Barron's Top 1200 Financial Advisors 2022

GMAG Named to Barron’s Top 1200 Financial Advisors for 2022

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GMAG Named to Barron's Top 1,200 Financial Advisors We are pleased to share that Frank Marzano and GM Advisory Group were once again named to the Barron’s Top 1200 Financial…

Frank Marzano: How I Built a $5.6 Billion Firm in 18 Years

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Frank Marzano was selected to be interviewed by Barron’s to tell the story of GMAG and our story was featured in an article titled: Frank Marzano: How I Built a…
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GMAG has been named as a Finalist for 2022 PAM Awards in Three Categories

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GMAG has been named as a Finalist for 2022 PAM Awards in Three Categories We are thrilled to announce that GM Advisory Group has been named a finalist for the…
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Metaverse Emerges as Promising Yet Uncertain New World for Investors

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Metaverse Emerges as Promising Yet Uncertain New World for Investors Over the past two months, we have communicated our belief that the metaverse may offer a compelling secular investment opportunity.…
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The Metaverse

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The Metaverse The metaverse is worthy of an investor’s attention, but what exactly is it? According to Mark Zuckerberg, CEO of Meta (formerly Facebook), “you can think about the metaverse…
Forbes Shook Top Advisor Summit

2021 Forbes/SHOOK Top Advisor Summit in Las Vegas

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2021 Forbes/SHOOK Top Advisor Summit in Las Vegas Patrick Wren, Private Wealth Advisor, and Mary Zembis, Client Service Manager, were thrilled to join the 2021 Forbes/SHOOK Top Advisor Summit in…
Women & Worth Virtual Summit 2021

Women & Worth Virtual Summit 2021: Actions Speak Louder Than Words

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Women & Worth Virtual Summit 2021: Actions Speak Louder Than Words Women of the GMAG Team joined in on the Women & Worth Virtual Summit 2021: Actions Speak Louder Than…

GMAG Featured Article in Hamptons Magazine

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3 Factors to Consider Before Moving to Florida Considering a move to Florida? The experts weigh in on three things to consider when contemplating a residency change. It’s no secret…

GMAG Blog

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…
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…
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…
Family having fun with childrenGMAG Insightswellspring
October 8, 2019

Is A Trust Right For You?

Many high-net-worth individuals build their financial legacy to protect and care for their loved ones. Although wealth-holders are actively engaged in creating and maintaining their financial legacies, beneficiaries may not…

GMAG Library

Begin to take control of your financial life

Hardware - bolts, nuts, washers, screwsAt The BankGMAG nextLightBulb Press AssociatesStudents
January 23, 2019

Nuts and Bolts

There’s a lot more to banking than writing an occasional check. To get your banking experience off to a good start, it’s smart to be able to talk the bank’s…
Saving money conceptAt The BankGMAG nextLightBulb Press AssociatesStudents
January 23, 2019

The Savings Route

Opening a savings account can help pave the way to financial security. If you’re building an emergency fund, saving for a big purchase, or getting money together to invest, using…
Businessman using smartphone with stacked coins in foregroundAt The BankGMAG nextLightBulb Press AssociatesStudents
January 23, 2019

Tracking Your Balance

You need to stay current on what’s in your checking account. It’s easier than ever to keep track of the activity in your checking account. The details of each credit…
Credit card security conceptAt The BankGMAG nextLightBulb Press AssociatesStudents
January 23, 2019

Protected Plastic

The law is on your side if your debit card ends up in the wrong hands. One reason you may be so comfortable using plastic is that you don’t have…