Updated Articles

  1. Secure Document Transmission Policy

    Last Updated: 05/01/2026 in Client Essentials Support Guides
    Secure Document Transmission Policy At Financial Gravity , protecting client information is a core responsibility. As a Registered Investment Adviser, Financial Gravity operates in accordance with applicable federal securities laws and cybersecu...

  2.  Financial Planning Overview

    Last Updated: 04/21/2026 in Client Essentials Client Portals
    Financial Planning Portal We offer interactive financial planning designed to help you build and track a personalized strategy tailored to your goals. To support this process, we use a powerful planning software called RightCapital, which all...

  3. Unlock Efficient Liquidity with TASS

    Last Updated: 02/20/2026 in Client Insights Beyond The Basics

  4. IUL Pros and Cons

    Last Updated: 01/28/2026 in Client Insights Beyond The Basics
    Is an Indexed Universal Life Policy (IUL) appropriate for you? Indexed Universal Life (IUL) is a form of permanent life insurance offering tax-advantaged cash value growth linked to a market index, with a guaranteed floor but limited upside cap, b...

  5. HSA and FSA Overview

    Last Updated: 01/05/2026 in Client Insights Beyond The Basics
    Health Savings Account and Flexible  Spending Account Eligible Expenses Overview Health Savings Accounts (HSAs) and Flexible Spending Accounts (FSAs) are tax-advantaged health care spending accounts that allow you to pay for qualified medi...

  6. What to Expect: FG Legacy Services

    Last Updated: 12/16/2025 in Client Essentials What to Expect
    Legacy Services Client Overview Financial Gravity Legacy Services is a specialized part of our family office, dedicated to helping you grow and preserve your legacy. Whether it’s through setting up a trust—a powerful tool to manage, protect, and...

  7. Roth Conversion

    Last Updated: 12/08/2025 in Client Insights Beyond The Basics
    What Is a Roth Conversion? A Smart Move for Long-Term Retirement Planning When planning for retirement, one of the most powerful tools in your financial toolkit is the Roth IRA. Unlike traditional retirement accounts, Roth IRAs offer tax-free...

  8. Learn more about Financial Gravity

    Last Updated: 11/21/2025 in Discover FG: Director Preview
    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...

  9. Time Weighted Return - How is it Calculated?

    Last Updated: 11/20/2025 in Client Insights Investment Foundations
    TWR = Time Weighted Return a measure of investment performance that eliminates the impact of external cash flows (deposits and withdrawals) to reflect the pure performance of an investment or portfolio over time.

  10.  FGAM Update July 2025

    Last Updated: 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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