Hagen Wealth Management

Free Cash Flow Is a Starting Point, Not the Finish Line LPL Research analyses adjustments to headline free cash flow measurements that more accurately reflect owner economics.

Client Letter | AI Innovation and Profits Fuel Market Confidence | September 2, 2026 Strong corporate earnings, continued enthusiasm around AI innovation, and a resilient U.S. economy support a positive outlook for stocks, despite ongoing concerns about interest rates, geopolitical conflicts, and upcoming elections. Investors may benefit from maintaining a diversified portfolio with...

The Cash Flow Case for Value This week's Weekly Market Commentary discusses why value stocks have regained leadership as investors increasingly prioritize free cash flow and near-term cash generation over long-duration growth expectations in a higher interest rate environment. It also examines how massive AI-related capital spe...

Stock Market Tug of War: Earnings vs. Rates This week's Weekly Market Commentary discusses how strong earnings growth, AI-driven profits, and rising estimates are supporting stocks despite pressure from higher interest rates.

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#9 nationwide. More than 30 years in the making.

Gateway Financial Partners is proud to share that our RIA, Gateway Wealth Partners, has been recognized by Financial Advisor Magazine as the #9 fastest-growing RIA in the nation for 2026.

Gateway is home to more than 200 advisors serving over 83,000 clients nationwide, a community we’ve been proud to grow alongside since our founding in 1994.

What makes this recognition especially meaningful is what that growth represents: advisors putting their trust in Gateway and Team Members who show up every day to live our mission, vision, and values.

It reflects a consistent commitment to making sure our advisors, though independent, never have to go it alone.


Here’s to our team members who are focused on creating a superior advisor experience, our partners who believe in what we’re building, and the community of advisors and clients we’re proud to serve.

This is only the beginning, and we can’t wait to see where we’re headed.

Shifting Leadership in Global Growth This week's Weekly Market Commentary discusses shifting global growth leadership, cooling emerging markets, Fed policy expectations, and foreign demand for U.S. Treasuries.

Municipal Bond Outlook: Why Carry Is the Strategy This week's Weekly Market Commentary discusses how a Fed on hold, strong reinvestment demand, and elevated yields create compelling opportunities in municipal bonds.

Constructive on Stocks in the Second Half as AI Debate Continues This week's Weekly Market Commentary discusses how the S&P 500 finished a volatile July slightly lower while maintaining solid year-to-date gains, as key second-half themes including geopolitical tensions, energy supply concerns, and mixed investor sentiment around AI-driven earnings quickly came in...

HOME Having a financial plan is fundamental to achieving your financial and personal goals. The key is adjusting your plan accordingly to career and life events. That’s where we help – we do both.

Can Hyperscalers Earn Their AI Ambitions? This week's Weekly Market Commentary discusses whether cloud computing hyperscalers can generate attractive returns on their massive AI-related capital expenditures, using a data-driven framework focused on return on invested capital (ROIC), growth, and spending levels. Against a backdrop of strong....