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 Perspectives

GMAG | Q 1 2024 Market Outlook

Over the past 18 months, we have prepared for a slowing economy that has been surprisingly resilient. However, despite this resilience, data suggests the risk of entering a recession is…



GMAG | Monthly Market Update: June 2023

We favor positioning for an environment of slowing growth and inflation with elevated recession risk…



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)…



 GMAG Wealth Strategies

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…
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…