Gunder Wealth Management

Gunder Wealth Management Guided Advocate. Strategic Partner. Trusted Advisor.

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A company can be innovative, disruptive, growing fast — and still be a risky place to lend your money.Ahem… SpaceX, anyo...
09/03/2026

A company can be innovative, disruptive, growing fast — and still be a risky place to lend your money.

Ahem… SpaceX, anyone?

Great story ≠ great credit.

When you buy a bond, you’re not investing in the company’s potential. You’re lending it money. And the question is much less exciting:

Am I being adequately compensated for the risk I’m taking?

Don’t let common misconceptions about gift and gift tax rules limit your planning.Talk with your advisor about the diffe...
09/01/2026

Don’t let common misconceptions about gift and gift tax rules limit your planning.

Talk with your advisor about the different ways you can give—and how each can fit into your family’s broader financial plan.

Check out this month's blog post to read more: www.gunderwealth.com/ways-to-give-to-family

MYTH: “I need to hit my number before I can retire.”$1 million. $2 million. $5 million.The truth? There is no magic numb...
08/27/2026

MYTH: “I need to hit my number before I can retire.”

$1 million. $2 million. $5 million.

The truth? There is no magic number.

Retirement isn’t about reaching an arbitrary account balance. It’s about whether your income can support the life you want to live.

🔸Your spending matters.
🔸Social Security matters.
🔸Pensions and other income matter.
🔸Taxes matter.

Choice over how you spend your time.Where you live.How long you work.What you say yes to—and what you don’t.Are you livi...
08/25/2026

Choice over how you spend your time.
Where you live.
How long you work.
What you say yes to—and what you don’t.

Are you living a version of your life you actually enjoy?

➡️ The job you dread.➡️ The team that’s wrong for your kid.➡️ The relationship that drains you.➡️ The situation you comp...
08/20/2026

➡️ The job you dread.
➡️ The team that’s wrong for your kid.
➡️ The relationship that drains you.
➡️ The situation you complain about every week—but keep choosing.

Staying is predictable. Leaving is hard.

But familiar pain is still pain.

And beyond what staying is costing you emotionally—what is it costing you financially?

There’s a cost to changing direction. There’s also a cost to not changing it.

Maybe the answer is to stop obsessing over the finish line—and start winning the next step.Automate the contribution.Not...
08/18/2026

Maybe the answer is to stop obsessing over the finish line—and start winning the next step.

Automate the contribution.

Not because one contribution will change your financial life. But because you just turned a good intention into a system.

...until the tax bill shows up.If you want outsized returns, don't be surprised by outsized taxable gains.That's why tax...
08/13/2026

...until the tax bill shows up.

If you want outsized returns, don't be surprised by outsized taxable gains.

That's why tax planning should happen before you invest—not after you sell.

What are some ideas?
✅ Tax-loss harvesting.
✅ Direct indexing.
✅ Diversifying concentrated positions before they become a problem.
✅ Selling equity compensation strategically.

Not:
❌ Chasing complicated tax schemes that create more risk than value.

A good tax strategy doesn't eliminate taxes. It eliminates unnecessary ones.

Disclaimer: Always consult your tax preparer for tax advice.

It's determined by whether volatility violated your expectations.Assumptions drive behavior.Behavior drives outcomes.
08/11/2026

It's determined by whether volatility violated your expectations.

Assumptions drive behavior.

Behavior drives outcomes.

One of the most overlooked parts of financial planning isn't optimizing investments—it's making sure your money supports...
08/06/2026

One of the most overlooked parts of financial planning isn't optimizing investments—it's making sure your money supports the life you actually want to live.

A financial plan shouldn't just help you accumulate wealth.

It should help you spend your time and money on what matters most.

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Birmingham, MI
48009, 48012

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Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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