Gateway Capital Management is an independent registered investment advisory firm based in Miami Florida. We offer our clients a comprehensive suite of financial services. As a CPA based financial advisor, our broad based experience allows us to provide our clients with a dynamic range of expertise unmatched by many of our competitors. Our goal is to provide truly independent impartial financial advise and ensure our clients feel confident and secure about their future. We have developed a strong reputation in the South Florida community by committing to our core values of honesty and integrity. We invite you to explore our firm and look forward to meeting with you.
The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
Don’t Be Your Own Worst Enemy
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
A Primer on Dividends
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
Gaining a better understanding of municipal bonds makes more sense than ever.
Do you know where the idea of “retirement” comes from?
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Assess how many days you'll work to pay your federal tax liability.
Assess whether you are running “in the black” or “in the red” each month.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
There are some key concepts to understand when investing for retirement
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Are Real Estate Investment Trusts right for your portfolio?
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.
Smart investors take the time to separate emotion from fact.
When do you need a will? The answer is easy: Right Now.
There’s been a lot of talk about Tax Reform. What might it look like?