Gateway Financial Partners

Derek Mazzarella

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Socially Responsible Investing Pt. 3

Socially Responsible Investing: Do You Have to Sacrifice Performance? There is an old adage that a person would have to sacrifice performance if they were interested in investing in socially responsible funds. Is that the case? Do people have to make a choice between increasing the performance of their accounts and investing in companies that …

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Investors are stressed about the graph analysis of the returns of the stocks to be invested.

Socially Responsible Investing Pt. 1

Socially Responsible Investing: What is it? If you are passionate about a particular cause such as global warming, equal rights or firearm safety how do you take action? Realistically, there are two entities than can enact widespread change: governments and corporations. If you want political change you can protest, donate to a special interest or …

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What my Son’s Playscape Can Teach Us About Valuing Assets?

With the pandemic hitting in 2020, we found ourselves stuck in our houses which was hard for everyone. My family and I had moved into our house about six weeks before COVID-19 shut down and with little to do to entertain our two-year-old, I did what everyone else did. I looked at buying a swing …

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Three Big Items to Understand Before You Retire

Sometimes we focus on the wrong thing. We focus on the result, not the process. With retirement planning, everyone wants to know what their magic number is. How much will a person need to retire comfortably? In reality, that number can change based on many factors of a person’s retirement. We should disengage from traditional …

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