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Andy Gerhartz, CFP® , MSPFP
Nov 3, 20235 min read
For Bondholders Patience is a Virtue
Let’s face it… Investors have been absolutely punished for holding bonds these last few years. As an aggregate, the US bond market is...
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Andy Gerhartz, CFP® , MSPFP
Mar 14, 20234 min read
Are the Banks Failing? What Our Clients Should Know.
With the recent headlines about the banking system, and the collapse of Silicon Valley Bank (SVB) over the past few days, we at BTG...
15 views0 comments


bryancurry419
Jan 12, 20234 min read
Congratulations! You, the 60/40 investor, get a raise in 2023!
We all know pay raises come with effort, discipline, and some perseverance. Employers, and companies don’t tend to give out massive...
39 views0 comments


Andy Gerhartz, CFP® , MSPFP
Oct 14, 20223 min read
What is a Roth Conversion and Is It Right for Me?
The financial world has a way of turning simple concepts into intimidating jargon. And I think you can add “Roth Conversion” to that...
35 views0 comments

Bryan Curry
Sep 20, 20221 min read
Bridge The Gap Has Joined the SIMI Valley Chamber of Commerce!
As a Simi Valley resident for the last 30 years or so.... I had always heard about the Chamber of Commerce but was unfamiliar with what...
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Andy Gerhartz, CFP® , MSPFP
Aug 12, 20223 min read
Searching for an Advisor? Screen for these Three Absolutes
● Selecting the right financial advisor can be a challenging task, but a critical one. ● Aside from personal preferences, there are...
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Bryan Curry
Jul 8, 20224 min read
I Make 6 Figures, I Need the Deduction!
Often when I'm out and about chatting with friends, the topic of finance seems to come up a lot. It probably comes up more for me than...
43 views0 comments


Bryan Curry
May 2, 20223 min read
Expenses Are Up, and Portfolios Are Down. A Few Quick Tips to Save Some Money in May
Sometimes things go all in the right direction. Your income is up, your portfolios have increased in value, and your expenses go down. ...
29 views0 comments


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Mar 22, 20221 min read
Retirement Case Study
Here is a clip from our last retirement webinar. Its a simple analysis but not too different from what I see in many of the families I...
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Feb 15, 20225 min read
Three new cars, or a bundle of cash, you decide…
Let’s face it, almost everyone loves a new car. For you it could be the new SUV, the fast sports car, or the toughest truck, we all have...
50 views0 comments


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Jan 19, 20221 min read
2 Minute Highlight from our How to Spend In Retirement Webinar 2/8 and 2/9
Join us for our upcoming webinar on Retirement Spending: You have worked hard to save for your retirement, now its time to enjoy it!...
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Bryan Curry
Jan 19, 20223 min read
What Does it Mean to be Retired.
You worked hard, squirrelled away assets, maybe paid off all or some of your debts, and you are ready for a transition. This is the story...
115 views0 comments
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Sep 23, 20211 min read
Get Retirement Ready!
Disclosure: Bridge The Gap Retirement Planners LLC (BTGRP) is an Investment Advisor registered with the States of CA/AZ. All views,...
32 views0 comments
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Sep 23, 20211 min read
You May Benefit From a Custom Spending Strategy in Retirement
Disclosure: Bridge The Gap Retirement Planners LLC (BTGRP) is an Investment Advisor registered with the States of CA/AZ. All views,...
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