Three years ago, a new chapter began when Ken Anderson and Diane Lindsey of Executive Financial joined forces with the team at Gate City Advisors. It was more than a business decision — it was a commitment to deepen the way we serve clients and strengthen long-term financial planning for families an...

Each year brings a few adjustments to the tax landscape, and this season is no different. Some of the recent updates may create new opportunities, while others could simply change how certain strategies work. Either way, staying informed helps you make wise, confident decisions as you prepare to fil...

On July 4, 2025, a major tax bill was signed into law, bringing with it several changes that could impact your financial future. In this short 8 minute video, Sherwood highlights the key tax-related provisions and what they could mean for your personal finances and long-term planning.

While the bil...

We’re thrilled to celebrate the two-year anniversary of our merger with Ken Anderson and Diane Lindsay of Executive Financial! After 30 years of running his own firm, Ken took a bold step of faith in joining Gate City Advisors—a decision any business owner knows is significant. Over these past two y...

We often see the financial sector prioritize investing over planning. And while investing remains integral to strategic financial planning, we've recognized that retirement income planning has a much broader scope.

So what is "good" investing? And how does it fit within retirement income planning? ...