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Financial Gravity Companies, Inc. Overview Established with a vision to bring family-office advantages to a broader client base, Financial Gravity Companies, Inc. (FGCO) serves as the parent company of the family-office platform known as Financi...
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Created On: 11/20/2025
in Client Insights FGAM Updates FGAM Update July 2025 Insights and information from Dr. William R. Nelson, PhD, Chief Investment Officer of Financial Gravity The overarching theme of this quarterly update is that predicting stock market behavior is extraordinarily difficult—and...
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Created On: 11/20/2025
in Client Insights FGAM Updates FGAM Update April 2025 Insights and information from Dr. William R. Nelson, PhD, Chief Investment Officer of Financial Gravity In this quarterly update, Dr. Nelson will provide some timely advice to investors who are or have been concerned about ...
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Created On: 10/02/2025
in Client Essentials Meet the Client Success Team You can contact the team at clientsuccess@financialgravity.com , or calling 1-800-588-3893, option 2. Below are the extensions for each team member. Jill Henderson : Ext. 2100 McKensey Taylor : Ext. 76...
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Understanding UTMA and UGMA Accounts The Uniform Transfers to Minors Act (UTMA) and the Uniform Gifts to Minors Act (UGMA) provide ways for adults to transfer assets to a minor without creating a formal trust. These accounts are designed to simpl...
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Staying Safe from Cyber Threats: What You Need to Know At Financial Gravity, your security is our top priority. As part of our commitment to helping you protect your sensitive information, we want to keep you alert to the possibility of spam, ph...
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Completing Your DocuSign Account Packet A Step-by-Step Guide Setting up a new investment account involves several important documents and signatures to ensure everything is compliant and aligned with your goals. In this guide, we’ll walk you thr...
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Is a Trust Right For You? A trust may be the best vehicle to ensure your legacy, meaning naming trustees. You'll want your trustee to provide three essential values: neutrality, expertise, and continuity. Neutrality is needed to provide str...
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Shirtsleeves to Shirtsleeves in Three Generations That subject line is an old saying that describes what so often happens to family wealth. But that does not have to happen to your family. The right trust strategy can help you create a last...
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An Important Lesson From The Billionaire Class Family offices are the overwhelming choice of billionaire families, and for rational reasons. They pay close attention to taxes, and legacy planning is a primary goal. But those goals apply to ...