Our Goal:

To help our clients create a "Quality Life Plan" allowing them to plan and control their financial future.

We pride ourselves on personal service, flexibility and close attention to detail.

Our vision is to reduce the stress of financial decision-making and help you reach your financial goals so you can live the lifestyle you've worked so hard to achieve.

Find out if you're on track to a successful retirement by taking our Retirement Assessment quiz.

Latest News

Financial and Economic Brief - January 7, 2020

• Consumer Confidence Dips - According to The Conference Board, U.S. consumer confidence “dipped slightly” in December. The metric came in at 126.5 for the month, down from 126.8 in November.

• Oil Prices Rising - Oil prices rose over 1% on Monday, pushing Brent above $70 a barrel.

• Gold Highest in 7 Years - Global investors are going into safe haven assets as fallout continues from the U.S. killing of Iran’s top general, Qasem Soleimani.

Financial and Economic Brief - December 3, 2019

• Moderate Growth in Q3 - The U.S. economy grew at a moderate 2.1% rate over the summer, slightly faster than first estimated.

• OPEC to Deepen Cuts - OPEC and its allies plan to deepen oil cuts and have the deal in place so it runs at least until June 2020.

• Tariff Threat Renewed - President Trump announced that the U.S. will “restore” steel and aluminum tariffs on Brazil and Argentina, citing a “massive devaluation of their currencies.”

Financial and Economic Brief - November 5, 2019

• Consumer Confidence “Dips” - U.S. consumer confidence fell slightly in October to 125.9 from a September reading of 126.3 as worries over business conditions and employment prospects rose.

• Gannett and New Media Investment Group - Gannett reported its third-quarter earnings noting a continued decline in overall revenue but pointed to an increase in its marketing services & digital subscriptions.

• U.S.-China Trade Optimism - Technology stocks pushed the three main indexes to record highs, as hopes of a U.S.-China trade deal and an improving domestic economy raised risk appetite.

Financial and Economic Brief - October 8, 2019

• Unemployment Rate Falls - Unemployment hit a 50-yr. low in September even though nonfarm payrolls rose by just 136,000 as the economy nears full employment.

• Impeachment and the Stock Market - The launch of an impeachment inquiry into President Trump tosses another wild card into a volatile stock market.

• Trade Talks Underway - U.S. & Chinese deputy trade negotiators launched a new round of talks on Monday aimed at resolving the 15-mo. trade war, with neither side showing any signs of giving ground.

Financial and Economic Brief - September 4, 2019

• Recent Jobless Claims Fall - Initial claims for state unemployment benefits dropped to 209,000 for the week ended August 17, 2019, falling sharply from the week before.

• Brexit Crisis Still Uncertain - British lawmakers will try to stop Boris Johnson from pursuing what they cast as a “calamitous no-deal Brexit”.

• New Wave of Tariffs in Trade War - The new tariffs are a sharp escalation in the trade war, and could cost U.S. households $800 a year.

Financial and Economic Brief - August 6, 2019

• Economy is Steady - The economy added 164,000 nonfarm payrolls in July, as expected. Wages rose 0.3% in July, or 3.2% year over year.

• Yuan Falls - The yuan fell 1.4% which breached the key 7-per-dollar level for the first time since 2008.

• HSBC CEO Out - HSBC chief John Flint is stepping down after less than two years on the job.

Our Location

Gateway Financial Advisors Inc.

1801 N. California Boulevard #106
Walnut Creek, CA 94596
ph: 925.322.8067
fax: 925.407.2851

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