Resources
Blogs
Organization Tips to Help Take Time Off Taxes
Feel overwhelmed by tax documents? Staying organized may help reduce your tax season stress.
Retirement nearing? Do these 5 things first.
What’s your ideal retirement?
Traveling? Practicing your favorite hobbies? Caring for loved ones?
Whatever you envision, creating a plan of action can feel exhausting.
There are, however, a few simple, yet commonly overlooked steps you can take today to help you feel more comfortable throughout your planning process.
It's Never Too Late to Save for Retirement
If you’re in your 50s and haven’t done much to save for retirement, you still have time.
Debt and Retirement: Can You Handle Both?
If you’re struggling to save for retirement because of debt, it’s never too late to start.
Retiring Abroad
Spending your retirement years in a new country can be exciting, so long as you’re prepared.
Videos
We value diversity and inclusion, and we have a proven track record of delivering exceptional results for our clients.
We value diversity and inclusion, and we have a proven track record of delivering exceptional results for our clients. Different populations face unique challenges, and we pride ourselves on turning obstacles into opportunities for growth and success. We are committed to providing you with personalized, comprehensive, and ethical advice.
Scott Gunn is the Managing Principal of Stockbridge Wealth Advisors, a boutique investment shop based in Dallas, TX, and serving clients in Fort Worth, Plano, and throughout the U.S., and an Investment Advisor Representative (IAR) of IAA. For over 25 years, Scott has helped corporate executives, business owners, and high-net-worth individuals and families experience financial freedom through holistic financial planning and investment management. However, he believes his true value-add is his commitment to client service.
Scott received a Juris Doctorate from Duke University School of Law and a Bachelor of Arts in Economics from Bucknell University. Scott is a CERTIFIED FINANCIAL PLANNER™ professional, a NAPA Certified Plan Fiduciary Advisor, and holds the following FINRA licenses: Series SIE, Series 7, Series 24, Series 31, Series Series 53, Series 63, and Series 65. Scott also holds a Life & Health insurance license issued by the Texas Department of Insurance.
With a strong commitment to helping children from low-income families, Scott has been involved in Big Brother / Big Sister programs and contributed to the leadership of PediPlace. Outside of work, Scott enjoys traveling abroad and visiting his hometown in Great Barrington, MA, where he and four siblings have renovated the house in which they grew up. Most of all, Scott cherishes spending time with his nine nieces and nephews, and his nine great-nieces and great-nephews. To learn more about Scott, connect with him on LinkedIn.
Stockbridge Wealth Advisors is another business name of Independent Advisor Alliance, LLC. All investment advice is offered through Independent Advisor Alliance, LLC, a registered investment advisor.
Scott was inspired to become a financial advisor when he learned about the financial dilemma of a certain NBA legend. Here’s Scott’s story.
Scott’s interest in the financial industry started in high school when he learned about the financial misfortunes of a legendary basketball player. That player’s story of losing millions of dollars of his fortune due to his business manager’s deception caused him to have to prolong his career to make back some of his investments and maintain his lifestyle. This cautionary tale greatly impacted Scott and led him to become a financial advisor so he could help educate and advise successful individuals with their finances so they don’t make the same mistakes that this NBA legend made. Watch this video about how Scott got started and what he is doing today.
Market Commentary
After three months of rapid gains, stock markets finally gave some of those gains back, with the S&P 500 falling -4.2% during April, which reduces its year-to-date gains to 5.6%.
Stock markets jumped again, with the S&P 500 adding 3.1% during March and increasing its year-to-date
gains to 10.2%.
Stock markets jumped higher again, as the S&P 500 rose 5.2% during February
Markets in Review
Stocks advanced in January, with the S&P gaining 1.6%. The MSCI All Country World index squeezed out a narrow gain of 0.5% for the month
Markets in Review
Stocks continued to rally in December, with the S&P gaining 4.4%, increasing its full-year gains to 24.2%. The MSCI All-Country World