Gold Medal Waters, Inc.

05/04/2026

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

04/15/2026

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

03/20/2026

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.

How should investment strategies change in response to market volatility created by current events?

03/17/2026

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.

How should investment strategies change in response to market volatility created by current events?

03/17/2026

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

02/04/2026

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.

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.

01/21/2026

We hold on to things we love because they bring us joy. But when it comes to investments that are underperforming, it might be time to let go. Discover how selling those losing positions can help reduce your tax bill while realigning your portfolio. https://www.goldmedalwaters.com/post/tax-loss-harvesting-rules-and-strategies

12/29/2025

Alternative investments might seem like a hidden but enticing corner of the market. Alts are really not mysterious, but they are also not a slam-dunk in terms of risk and return. We explain. https://www.goldmedalwaters.com/post/alternative-investments-for-individual-investors-pros-and-cons

12/22/2025

As 2025 comes to a close, we are reflecting on another year of growth and gratitude. Just like evergreen trees that stay strong through every season, Gold Medal Waters is committed to helping you stay steady through change and opportunity.

In honor of our clients, we donated 2,000 trees to Trees for the Future this year. This supports sustainable farming and helps new growth take root in communities around the world.

Thank you for your trust this year. Wishing you peace, health, and happiness this holiday season and a bright start to 2026.

12/15/2025

New rules allow 401(k) plans to offer private equity and private credit. Some are excited.
We’re... cautious. Here’s our honest take, with a reminder that just because you CAN add these to your 401(k) doesn’t mean you SHOULD. https://www.goldmedalwaters.com/post/private-equity-in-401-k-s-smart-move-or-risky-bet