Gertsema Wealth Advisors

07/10/2026

You’ve built your wealth over time.

Deciding how and when to pass it on can be more complicated than it looks.

A lifetime gift may help shift future growth to the next generation. An inheritance may offer different tax treatment. And in either case, family readiness matters.

The timing depends on more than generosity. It depends on control, taxes, basis, and what your family is prepared to manage.

https://ow.ly/Kluu50ZkQKl

07/08/2026

🎥 Lights, camera… financial insights!

Our CEO & Wealth Advisor, Nick Gertsema, is back at KQ2 with Kasey Brown for another Live at 5 segment.

📺 Be sure to tune in and catch the conversation TONIGHT on Live at 5!

07/08/2026

📈 Wondering what the rest of 2026 could have in store for the markets?

Join Gertsema Wealth Advisors NEXT WEEK for our Mid-Year Market Outlook featuring Ryan Detrick, Chief Market Strategist at Carson Group. ✨

Ryan is a nationally recognized market commentator who regularly appears on CNBC, FOX Business, Bloomberg, Yahoo! Finance, and SiriusXM. He'll break down this year's market activity, discuss key economic trends, and share insights on what investors may be watching in the months ahead!

Whether you follow the markets closely or simply want a better understanding of today's economic environment, this is a great opportunity to hear from one of the industry's most recognizable voices.

🍽️ Lunch provided by Gina's Cafe & Catering

📍 inspireU Children's Discovery Center
3rd Floor Event Space
521 Felix Street
Saint Joseph, MO 64501

📅 Wednesday, July 15, 2026
🕛 12:00 – 1:30 p.m.

🎟️ RSVP is required.
Reserve your seat today using the link below:
https://lp.constantcontactpages.com/ev/reg/6emdudt/lp/18419721-6965-4601-b635-568edb7f1db3

We look forward to welcoming you for an afternoon of market perspectives, thoughtful discussion, and, of course, lunch!

We’re delighted to invite you to our Annual Fall Client Event at Castle Bridge! Enjoy an evening of delicious hors d’oeuvres, drinks, and wonderful company as we celebrate and thank you for the trust you place in us. Clients are welcome to bring a guest to share in the fun. Please note this is a...

07/06/2026

Stocks closed out a strong first half of 2026.

But the story underneath is not quite as simple.

The labor market has stabilized, consumers are still spending, and inflation continues to pressure real wage growth.

For investors, the second half may come down to more than market momentum alone.

https://ow.ly/xMCc50ZkQHw

07/04/2026

🇺🇸 Happy Independence Day! ❤️🤍💙

Today, we celebrate the freedoms we enjoy, the communities we call home, and the people who make them special.

From all of us at Gertsema Wealth Advisors, we wish you a safe, happy, and memorable Fourth of July filled with family, friends, laughter, and celebration.

Have a wonderful Independence Day! 🎆

07/03/2026

Last week, the InvestmentNews Awards Gala celebrated advisors and firms from across the country, and we were incredibly honored to have our CEO & Wealth Advisor, Nick Gertsema, recognized as an Excellence Awardee for Advisor of the Year (Regional – Midwest).

As part of the recognition, Excellence Awardees were invited to create a short video to be featured during the awards ceremony. With this year's Old Hollywood theme, we couldn't resist putting our own St. Joseph spin on it! 🤠🎬

Partnering with our talented friends at 52Eighty Creative, we leaned into our Pony Express roots to create a western-inspired video that celebrates both the occasion and our hometown.

Sit back, press play, and enjoy! 🍿⭐

A big thank you to 52Eighty Creative for bringing this fun idea to life!

07/02/2026

A retirement plan can look fine on paper.

Then real life starts testing it. 👀

Healthcare costs run higher than expected. Taxes change the math. Income decisions become more complicated than they looked from a distance.

Knowing the common trouble spots can help you ask better questions before retirement gets closer! Learn more here 👉 https://www.gertsema.net/insights/blog/5-common-retirement-planning-mistakes/

07/01/2026

Happy 4-Year Anniversary to Senior Wealth Advisor Jaymon Meikle! 🎉

Four years ago, Jaymon joined the Gertsema Wealth Advisors team, and we're pretty sure he hasn't sat still since. Whether he's helping clients navigate important financial decisions, lending a hand to a teammate, or somehow finding room for both the gym and dessert, he brings dedication, integrity, and plenty of laughs wherever he goes!

His genuine care for others and steady approach make him an incredible advisor and an even better teammate. We’re grateful for all he brings to our team each day.

Congratulations on four years, Jaymon! Here's to everything you've accomplished and the years ahead! 👏🎉

06/30/2026

A down week for stocks doesn’t always tell the whole market story.

Last week, the S&P 500 slipped, but the weakness was mostly tied to large cap tech. Other areas of the market held up better.

That matters in a market where AI has been doing so much of the heavy lifting.

For investors, the useful question may be how to stay aware of the momentum without letting one theme dominate the picture.
Learn more in our Weekly Commentary! 👉

Email from Gertsema Wealth Advisors Weekly Updates June 29, 2026 As we prepare to celebrate Independence Day, we want to wish you and your family a safe, happy, and relaxing holiday weekend! We hope