Information Tables
Videos
| Title | Link |
| If you have an up-to-date will or trust but outdated beneficiary designations, your estate plan could be in jeopardy. | https://www.linkedin.com/embed/feed/update/urn:li:ugcPost:6902327740368871424?compact=1 |
| Let's talk about inflation | https://www.linkedin.com/embed/feed/update/urn:li:ugcPost:6818246666513186816?compact=1 |
| Market Outlook 2021 | https://www.linkedin.com/embed/feed/update/urn:li:ugcPost:6763548381018243072?compact=1 |
| I doubt anyone is sad to say farewell to 2020, but as I spent some time during the holidays reflecting on the impact 2020 had on me, I realized I was able to find some silver linings. | https://www.linkedin.com/embed/feed/update/urn:li:ugcPost:6753095494039420928?compact=1 |
| The CARES Act that was recently passed by Congress and the White House to help individuals and businesses through the economic storm created by COVID-19 contained a specific item that will impact a number of my clients: a waiver of Required Minimum Distributions (RMDs) for 2020. I discuss that provision in greater detail in this video: | https://www.linkedin.com/embed/feed/update/urn:li:ugcPost:6653029048626798592?compact=1 |
| Market Outlook 2020 | https://www.linkedin.com/embed/feed/update/urn:li:ugcPost:6622911572291530752?compact=1 |
Morningstar Videos
| Title | Link |
| Video #1 - Introduction | https://www.linkedin.com/embed/feed/update/urn:li:ugcPost:6540013066015387648?compact=1 |
| Video #2 - US Economic Outlook | https://www.linkedin.com/embed/feed/update/urn:li:ugcPost:6541387033124974592?compact=1 |
| Video #3 - The Importance of Patience | https://www.linkedin.com/embed/feed/update/urn:li:ugcPost:6544717528642523136?compact=1 |
| Video #4 - The changing landscape of retirement | https://www.linkedin.com/embed/feed/update/urn:li:ugcPost:6545320524405440512?compact=1 |
Newsletter
| Title | Description | Date | Link |
| Proactive not Reactive: Doing nothing doesn't mean we aren't doing anything | January 2022 | https://www.emeraldhost.net/files/54997/January%202022%20Newsletter.pdf | |
| An Economy in Recovery | July 26,2021 | https://www.gatienstrategicwealthmanagement.com/files/54997/July%202021%20Newsletter.pdf | |
| WM Research: Slow Process of Re-Starting Commerce Begins | April 28, 2020 | https://www.gatienstrategicwealthmanagement.com/files/54997/WM%20Research%20-%20Slow%20Process%20of%20Re-Starting%20Commerce%20Begins.pdf | |
| An update and a check-in | March 20, 2020 | https://www.gatienstrategicwealthmanagement.com/files/54997/Market%20update%203-2020.pdf | |
| Why Market Volatility Feels So Awfu | January 2019 | https://www.gatienstrategicwealthmanagement.com/files/54997/Why%20market%20volatility%20feels%20so%20bad.pdf | |
| History of Bear and Bull Markets | January 2019 | https://www.gatienstrategicwealthmanagement.com/files/54997/History%20of%20US%20Bear%20and%20Bull%20Markets.pdf | |
| Market Comment |
|
October 2018 | https://www.gatienstrategicwealthmanagement.com/files/54997/October%20Market%20Comment.pdf |
| Preparing for Family Transitions: Important information adult children should know | April 2018 | https://www.gatienstrategicwealthmanagement.com/files/54997/April%202018%20Newsletter.pdf | |
| Christy's Market Notes/Preparing for Tax Season | January 2018 | https://www.gatienstrategicwealthmanagement.com/files/54997/January%202018%20Market%20Comment.pdf | |
| Market Comment | October 2017 | https://www.gatienstrategicwealthmanagement.com/files/54997/October%202017%20Market%20Comment.pdf | |
| Market Comment and Preparing for the Unexpected | July 2017 | https://www.gatienstrategicwealthmanagement.com/files/54997/July%20Market%20Comment.pdf |