Blog

GFP Market Update Call Replay July 25, 2025

Ken Brodkowitz

Friday, July 25, 2025

In our July 25, 2025 update, our investment team examines the global financial markets and presents GFP Private Wealth's current investment outlook.

Crain's Article: Proactive Tax Planning

Michael Manly

Tuesday, July 22, 2025

Tax specialist Michael Manly discusses tax challenges for business owners and investors during sales and portfolio adjustments. He recommends proactive, tax-aware strategies to minimize taxes and maximize value.

Next-Gen Recruiting: A Succession Strategy for RIAs

Carina Diamond

Wednesday, April 30, 2025

Carina Diamond, GFP's CEO, shares how RIAs can future-proof their firms by creating formal internship programs, mentoring next-gen advisors, and building leadership pipelines from within.

GFP Market Update Call Replay April 25, 2025

Ken Brodkowitz

Friday, April 25, 2025

In our April 25, 2025 update, our investment team examines the global financial markets and presents GFP Private Wealth's current investment outlook.

Dramatic market reversal, shifting tariff paradigm (GFP Podcast 4/9/2025)

Ken Brodkowitz

Wednesday, April 9, 2025

On the latest episode of the GFP podcast series, CIO Ken Brodkowitz explains the dramatic market reversal stemming from a 90-day pause on most country-specific tariffs, with a 10% rate for trade partners ex-China.

Tariff Turmoil (GFP Podcast 4/3/2025)

Ken Brodkowitz

Thursday, April 3, 2025

On this episode of the GFP podcast series, CIO Ken Brodkowitz discusses tariff uncertainty, its global impact, resulting market turmoil and how GFP is navigating client portfolios in terms of asset allocation and balancing risk-return.

Trade uncertainties weighing on markets (GFP Podcast 3/11/2025)

Ken Brodkowitz

Tuesday, March 11, 2025

In the latest GFP podcast, CIO Ken Brodkowitz discusses the economic environment and investment markets while examining drivers of recent market volatility.

Carina Diamond, GFP's CEO, with RIA Channel

Carina Diamond

Monday, March 3, 2025

Carina Diamond, GFP's CEO, sat down for a conversation with RIA Channel which you can watch here.

Gries Financial Partners Market Update Call Replay January 24, 2025

Ken Brodkowitz

Friday, January 24, 2025

In our January 24, 2025 update, our investment team examines the global financial markets and presents Gries Financial Partners’ current investment outlook.

Recent Market Volatility (GFP Podcast 12/19/2024)

Ken Brodkowitz

Thursday, December 19, 2024

In the latest GFP podcast, CIO Ken Brodkowitz discusses the economic environment and investment markets while examining drivers of recent market volatility.

Addressing Diversity and Succession in the Financial Planning Profession

Carina Diamond

Sunday, December 1, 2024

Addressing Diversity and Succession in the Financial Planning Profession published in the Journal of Financial Planning November 2024

Election Impact: Economic and Market Analysis (GFP Podcast 11/6/2024)

Ken Brodkowitz

Wednesday, November 6, 2024

In the latest GFP podcast, CIO Ken Brodkowitz examines election results and their impact on the economy and investment markets.

In our October 25, 2024 update, our investment team examines the global financial markets and presents Gries Financial Partners’ current investment outlook.

GFP's Carina Diamond featured on InvestmentNews.com

Carina Diamond

Thursday, September 26, 2024

Move to Gries Financial Partners "feels like home" for industry veteran

GFP's Carina Diamond featured on WealthManagement.com

Carina Diamond

Thursday, September 26, 2024

Former Dakota Executive Carina Diamond Joins $1.7B RIA Gries

Gries Financial Partners Appoints Industry Veteran Carina Diamond as Chief Growth Officer

Carina Diamond

Thursday, September 26, 2024

Click here to read the announcement

In this podcast our investment team explains today's market volatility.

In our July 26, 2024 update, our investment team examines the global financial markets and presents Gries Financial Partners’ current investment outlook.

Strategy and Outlook for 3rd Quarter 2024 Strong first half, mounting adversity Broadly speaking, equities and risk-oriented investment asset classes more generally have performed well during the first six months of 2024. Although we...

In our April 26, 2024 update, our investment team examines the global financial markets and presents Gries Financial Partners’ current investment outlook.

In our January 26, 2024 update, our investment team examines the global financial markets and presents Gries Financial Partners’ current investment outlook.

In our November 3, 2023 update, our investment team examines the global financial markets and presents Gries Financial Partners’ current investment outlook.

Please click on this link to view tribute for Robert D. Gries, husband of our Founder, Sally Gries: RDG Tribute

Upcoming GFP event – BasBlue (Women’s Wealth Series) Registration Link: Women’s Wealth: Achieving It and Keeping It; Pt 2, How to Invest (google.com)

Gries – CFO Roundtable 10-25-23 Flyer Registration link: Nonprofit CFO Roundtable – How To Set Up and Manage Endowments (constantcontact.com)

Click on this link for full article: Gries Financial Partners buys Capital Portfolio Advisors – Dayton Business Journal (bizjournals.com)

Click on this link for full article: Gries Financial Partners acquires Capital Portfolio Advisors | Crain’s Detroit Business (crainsdetroit.com)

Click on this link for full article: Gries Financial Partners buys Capital Portfolio Advisors – Cincinnati Business Courier (bizjournals.com)

Click on this link for full article: Gries Financial Partners names new president | Crain’s Cleveland Business (crainscleveland.com)

In our July 28, 2023 update, our investment team examines the global financial markets and presents Gries Financial Partners’ current investment outlook.

In our April 28, 2023 update, our investment team examines the global financial markets and presents Gries Financial Partners’ current investment outlook.