Gateway Financial Advisors - Brian Lombardo

401(k) Day Helps Workers Understand Their Retirement Plan The Plan Sponsor Council of America marks the 30th anniversary of 401(k) Day.

Trade Roundup: New Tariff Actions and Rates This alert explains newly implemented and upcoming tariffs and their potential economic impact.

Infographic: Who Owns America's $39 Trillion Debt A wide range of domestic institutions and foreign countries hold America's approximately $39 trillion debt.

Social Security and Medicare: The Clock Is Ticking Social Security and Medicare benefits may be reduced unless Congress acts soon.

Student Loan Interest Rates Rise Slightly for 2026-2027 Interest rates on federal student loans will increase slightly for the 2026–2027 school year.

U.S. Department of Labor Proposes Rule for Alternative Assets in 401(k) Plans The Labor Department has proposed a rule that offers some relief for employers considering alternative assets.

Three Ways You Could Double the Impact of Your Tax Refund What will you do with your tax refund?

IRS Issues Annual List of Tax Scams Our latest Client Alert takes a look at the annual list of tax scams released by the IRS.

The Iran War, the Economy, and Your Portfolio It's natural to be concerned with the economic impact of the war with Iran.