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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.

July 2021

Happy summer! As we finish the first half of 2021, the market has performed largely as we expected. Unemployment is below 6 percent (5.9%) and inflation has picked up compared to a year ago (5.0% CPI; and 3.8% CPI excluding food and energy), but inflation is up only...

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June 2021

Happy June! The new numbers on COVID are remarkable. Over 50 percent of all adults have received at least one shot of the vaccine and this number is significantly higher for those at highest risk: over age 65 or with comorbidities. Amazingly, graduations and family...

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May 2021

Happy Mother's Day! Although this is officially May 9th, perhaps we should celebrate Mother's Day for an entire month. For every mother, grandmother (and friend who has served as a mother), thank you for guiding our children to be the best young adults and grownups...

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April 2021

Happy spring! As we enter April 2021, approximately 100 million Americans (or 30 percent of the U.S. population) will have received at least the first dose of COVID-19 vaccinations. While we are not "out-of-the-woods" as far as COVID risk, we are poised for a...

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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...

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February 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

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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...

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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  

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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

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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

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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...

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