G Squared Private Wealth

Finish 2024 strong with our Year-End Planning Checklist! This quick guide covers key financial steps to review to help you enter 2025 prepared and organized! Don't miss the opportunity to ensure you are ready to go for the new year before the holidays roll around. #YearEndPlanning #WealthManagement

October has been known for its surprises in the markets, and with November on the horizon, more shifts could be in store. G Squared Private Wealth's CIO, Victoria Greene, CFA, breaks down what these changes mean for your investments. Read the full brief below. Join our email list to receive insights as they come available by reaching out to info@g2pw.com! #markets #spookyseason #wealthmanagement

G Squared Private Wealth's CEO, George Georgiades, had the opportunity to join Sanctuary Wealth's 2024 Oasis conference to deepen our expertise to better serve our clients. Continuous learning is key to navigating the ever-evolving financial landscape, and we are committed to enhancing our capabilities to deliver exceptional wealth management solutions! #OASIS2024 #BoldAmbition #WealthManagement

G Squared Private Wealth was honored to support the Pink Alliance at this year’s Surviving and Thriving Luncheon. Victoria Greene, CFA, Brandi Ring-Cooper, and Jennifer Juergens, J.D. attended the annual awareness luncheon, which is held once a year in October. Pink Alliance is a local organization that partners with health organizations to assist breast cancer patients with limited financial means. Thank you to our friends who joined us at this impactful event! Go get checked!!!

It’s officially Fat Bear Week in the office, and the competition is fierce! 🐻🏆 Our team has cast their votes, and the bear battle lines are drawn: - Janet Syptak's going all in on 903 Gully—Gully's got the curves and the determination! - Christina's betting on the legend, 747—a heavy favorite, quite literally! - Jennifer Juergens, J.D.’s rooting for 128 Grazer—because strategy and stamina win the game! - Brandi Ring-Cooper’s backing 32 Chunk—who proves you can be both strong AND charming! - Tanner Vroman, CFP® put his chips on 164 Bucky Dent—a wildcard with a lot of heart. - Victoria Greene, CFA's team 151 Walker—Walker’s ready to walk away with the crown! Who’s your pick for this year’s ultimate chonk champion? 🐻👇 #FatBearWeek #OfficePicks Let’s see whose bear reigns supreme!

As we approach the final trading days of September, we are pleased to share our Q4 market outlook written by G Squared Private Wealth's CIO, Victoria Greene, CFA. Despite the potential volatility from the upcoming election, we believe the bull market remains strong, with the possibility of a rally leading into year-end. While global challenges persist, many companies continue to perform well, delivering strong earnings and expanding profit margins. If you have any questions or would like to discuss further, our team is here to assist you! Reach out to us at info@g2pw.com to join our email list to receive our updates as they come available! #wealthmanagement #finance #investing #q4outlook

First Rate Cut of 2024! The Fed went with the 50 basis point cut instead of the 25. Investors will tune in to listen to what Powell has to say and their guidance for what to expect next. #RateCut #Fed #FedFunds

For this month's Market Brief, G Squared Private Wealth's CIO, Victoria Greene, CFA, focuses on our portfolio philosophy. We believe that when constructing a portfolio, it is not just about diversification, but owning the right parts of the markets. That's why we've maintained an overweight position in U.S. Large Cap stocks for the past 5+ years. This is a core tenant in how we invest, as we don’t feel the need to allocate to underperforming asset classes just because “diversification” through Modern Portfolio Theory (MPT) says we should. If you want to learn more or sign up for our insights as they come available, contact us at info@g2pw.com! #investing #markets #economy #USA George Georgiades Brandi Ring-Cooper Tanner Vroman, CFP® Jennifer Juergens, J.D. Janet Syptak

This Friday is National Food Bank Day! With school recently starting back up and the holiday season approaching, your local food bank will need your help! G Squared Private Wealth is proud to be able to give back to the BRAZOS VALLEY FOOD BANK INC. We have seen firsthand how even small contribution can make a big impact in our community. We encourage others to do what they can to support their local communities. Whether it's time or cleaning out your pantry, Food Banks greatly appreciate your efforts to support their cause! #nationalfoodbankday #supportlocal #foodbank

Plan Today for a Secure Tomorrow At G Squared Private Wealth, our tailored financial planning services are designed to help you achieve your life goals—whether it’s a comfortable retirement, expanding your investment portfolio, or creating a legacy. Why Choose Us? - Personalized Strategies: We craft plans that fit your unique financial situation. - Expert Guidance: Our planning team consisting of CFA® & CFP® professionals can helped provide informed advice based on the latest market insights. - Strategic Insights: We offer forward-thinking strategies to optimize your financial plan. Secure your financial future with a plan that grows with you! Contact us today at info@g2pw.com or 979-314-4830 to start your journey with G Squared Private Wealth. #financialplanning #CFPpro #investing Tanner Vroman, CFP® Jennifer Juergens, J.D.