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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...
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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...
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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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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.
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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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Last Updated: 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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Last Updated: 10/02/2025
in Client Essentials FG Client Services Quick Reference Guide Financial Gravity (FG) Companies Inc., along with its subsidiary companies, provides investment and tax professionals with a turnkey family office charter. To learn more about each division of our comp...
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Last Updated: 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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Guide to Education Savings Investment Accounts As the cost of education continues to rise, planning for your child’s or loved one’s future education becomes increasingly important. Several investment account options can help you save for educ...
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Guide to Required Minimum Distributions (RMDs) As you approach retirement and begin to take distributions from your retirement accounts, it’s essential to understand Required Minimum Distributions (RMDs). These are mandatory withdrawals that the...