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Gorton Wealth Management -Newsletter

2024 Mid Year Newsletter – Behavioral Finance: Biases, Emotions, and Financial Behavior.

There has been a plethora of books written on the subject of how biases and emotions affect decision making. Concepts like overconfidence, herd mentality, loss aversion, anchoring, and confirmation bias are terms used to describe this subject. Read More




2023 Annual Review – An update of performance, trends, research, and topics for the long-term investor.

Happy New Year! As we step into 2024, we're here with the annual newsletter to reflect on 2023 and provide insights into the geopolitical landscape, market trends, and key issues that we feel could potentially shape the year ahead. In this edition, we will revisit 2023's key events, touch again on Artificial Intelligence, the US's Hegemonic role and discuss what could define 2024 markets.
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2023 Mid Year Review Newsletter – An update of performance, trends, research, and topics for the long-term investor.

We’re halfway through the year! Where has the time gone? The first six months of 2023 have been eventful; the Feds finally pressed pause on rate hikes after five increases this year.
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Building and Managing Your Investment Portfolio

After we have worked together to develop an appropriate asset allocation, it is time to start building the portfolio. Based on your allocation we will start to build out each asset class. With $100,000 or more to invest in individual stocks, we believe this is a great method to build and manage a portfolio.
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Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (AZ, CA, CO, DC, DE, FL, HI, ID, IN, MA, MO, MT, NC, NV, NY, OH, OR, PA, SC, SD, TX, VA, WA). Securities-related services may not be provided to individuals residing in any state not listed above.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

A note about Social Media: Opinions, comments and actions taken on Social Media are those of the third party and do not necessarily reflect the views of the creator of this profile or of the firm. Social Media is intended for U.S. residents only and subject to the following terms: wellsfargoadvisors.com/social.

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