Gold Medal Waters, Inc.

The active vs. passive investing debate has raged for decades. Few active managers consistently beat their benchmarks after fees, but going “all passive” can be risky. We use a disciplined, hybrid approach. https://www.goldmedalwaters.com/post/the-pros-and-cons-of-active-investing-vs-passive-index-funds

A family-run business + family dynamics = succession planning procrastination. Don’t put this off – start succession planning early, communicate openly, and get expert help if needed. https://www.goldmedalwaters.com/post/common-mistakes-in-business-succession-planning-and-how-to-avoid-them

“Die with Zero” might sound extreme, until you realize it is really about enjoying your time and creating experiences with your wealth instead of simply accumulating it.
https://www.goldmedalwaters.com/post/what-if-generational-wealth-isn-t-your-goal

Tax-loss harvesting helps to “clean up” your investment portfolio, getting rid of some things that are no longer serving you while reducing your taxes. But avoid a “wash” during this cleaning. https://www.goldmedalwaters.com/post/tax-loss-harvesting-rules-and-strategies

Pension funds invest in private equity, shouldn’t you? Sounds logical, except pension
funds have expert teams and almost infinite time horizons (they don’t retire). Find out more about whether private assets belong in 401(k)s… https://www.goldmedalwaters.com/post/private-equity-in-401-k-s-smart-move-or-risky-bet

Should your financial advisor embrace AI? A majority find AI helpful, but there are compliance issues, and AI can only fake a trusting relationship. We discuss the benefits, risks, and must-ask questions. https://www.goldmedalwaters.com/post/should-ai-replace-your-financial-advisor

Markets are trying to process a lot right now: geopolitical conflict, AI reshaping industries, commodities surging, speculative investments bouncing around. It can feel like the investment landscape is shifting by the hour. But many investors find that maintaining a long-term perspective matters more than chasing every new development. Here is our take on navigating volatile markets.

Investing Strategies in Volatile Markets How should investment strategies change in response to market volatility created by current events?

When markets get volatile, the instinct is to react. Sell something. Buy something else. Do anything but sit still. But reacting to short-term headlines can sometimes pull investors away from long-term goals more than the volatility itself. We look at why thoughtful planning and a disciplined approach remain important during uncertain markets.

Investing Strategies in Volatile Markets How should investment strategies change in response to market volatility created by current events?

Here’s a handy guide: three reasons to consider alternative investments (venture capital, private equity, hedge funds, etc.), six important risks to understand, and concise definitions. https://www.goldmedalwaters.com/post/alternative-investments-for-individual-investors-pros-and-cons

In Aesop’s fable, the ant survives and the grasshopper starves. In real life, many of us are super-ants, saving far more than we’ll ever need and postponing joy. We explore a middle path: how to enjoy your wealth while still being responsible.

What If Generational Wealth Isn’t Your Goal? | Gold Medal Waters Blog Many high earners focus on accumulating wealth, measuring success that way. But some embrace a different philosophy: spend everything before you die, to build a life of experiences.