Gateway Financial Partners

Your Life

All the things you need to know to help your financial future

gateway financial partner client explaining his bench of life in a blog post

Your Bench of Life™ may not always follow an easy path. There may be circumstances you face along the way which change the course of your financial future. We help you stay prepared for these unforeseen changes.

Professional Male lawyer or judge working with contract papers
Financial Blog
Neil Manning

Pulling Out Your Inheritance – Spouses

It’s an emotional time.  Your loved one has just passed, and now you are left figuring out what to do with the money you have inherited.  And everything you may have known about this topic changed with the passing of new rules in the SECURE Act in 2019.  So, I am going to walk you

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Windmill
Financial Blog
Neil Manning

Tilting at Inflationary Windmills

Inflation is back, so we are going to talk about what you can do about it within your investment portfolios. For a discussion about what inflation is and whether you should be concerned, read my previous blog here. The Effect of Inflation on BondsIncreasing inflation is generally bad for traditional bonds. Remember that the price

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Business advisor financial man pointing on contract paper to customer reading contract.
Financial Blog
Neil Manning

The Beneficiary of a Fiduciary

More and more frequently, I am being asked whether I hold myself to a fiduciary standard as the awareness of this term spreads. However, I find that even the people who are aware enough to ask the question don’t really understand what it means, even while they sense it is important. Let me attempt to

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Stock market trading
Financial Blog
Derek Mazzarella

How the NFL Draft is Like the Stock Market

Every April, 254 amateur college football athletes realize their dream and are selected by an NFL team inthe NFL Draft. Many NFL executives put their reputation and their job on the line based on theselections they make in the NFL draft. As with the stock market, NFL executives must make decisionsbased on the value of

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Shopping cart with cardboard boxes and red up arrow
Financial Blog
Neil Manning

Inflation Is Not a Four-Letter Word

Inflation has returned to the public’s consciousness so let’s talk about what it is and whether you should be concerned. In my next blog, I will tackle what you might want to do with your investment strategy during times of increasing inflation. The General IdeaInflation is simply the increasing cost of goods and services, and

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Close up of businesswoman typing e-mail for investor
Financial Blog
Derek Mazzarella

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 ininvesting in socially responsible funds. Is that the case? Do people have to make a choice betweenincreasing the performance of their accounts and investing in companies that support their

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Close up detail of the scales of justice
Financial Blog
Neil Manning

A Conversation About Conversions

Part 1 of this blog went over the basics of Roth accounts, while Part 2 covered the pros and cons of backdoor Roth IRAs. If you missed either one, you can find Part 1  here and Part 2 here. If you like the idea of tax-free growth for retirement, another strategy to consider is doing a

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Investing stock market data on the screen
Financial Blog
Derek Mazzarella

Socially Responsible Investing Pt. 2

Socially Responsible Investing: How do you Manage the Managers? Let’s say you’ve made the decision to move from traditional investments to a socially responsible fund.How do you know if a fund you are looking to purchase is actually avoiding firearms? Are the fundsinvesting in oil companies? Are there ESG funds that have more comprehensive screeners

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