Aug 03, 2020

Weekly Market Commentary

Calendar concerns and gold gains 

Jun 30, 2020

Gulf Point's Insights and Outlook

This letter highlights better economic data amid ongoing COVID-19 distress. It also provides the historical case for a potential market consolidation this summer.

Mar 30, 2020

CARES Act Highlights

Highlighting key provisions -  Small Business Assistance, Retirement Assistance, Individual Assistance 

Mar 30, 2020

2020 CARES Act - Retirement Planning FAQs

Answering questions on key provisions for retirement plan participants and IRA account holders. 

Apr 09, 2020

Guide to the Markets

Updates on federal finances, COVID cases, and S&P 

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SECURITIES OFFERED THROUGH LPL FINANCIAL, MEMBER FINRA/SIPC. INVESTMENT ADVICE OFFERED THROUGH GWM ADVISORS, A REGISTERED INVESTMENT ADVISOR. GWM ADVISORS and GULF POINT ADVISORS are separate entities from LPL Financial.

 

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GWM ADVISORS is a Registered Investment Advisor. Advisory services are only offered to clients or prospective clients where GWM Advisors and its representatives are properly licensed or exempt from licensure. This website is solely for information purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by GWM Advisors unless a client service agreement is in place.

* As reported in Financial Planning Magazine, June 1996-2016, based on total revenue.

** LPL Financial representatives offer access to trust services through The Private Trust Company N.A., an affiliate of LPL Financial

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