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Quarterly Insights
Quarterly Insights February 12th, 2026 by Christopher Sidoni Investment Management

Sometimes I hear an investment adage repeated frequently enough that it inspires me to go look for its origin.  This year the phrase that caught my attention was “climbing a wall of worry”.  This expression

Quarterly Insights
Quarterly Insights November 17th, 2025 by Christopher Sidoni Investment Management

Stock prices continued to climb in the third quarter, building on the recovery that began in April. The so-called “tariff tantrum” earlier this year resulted in U.S. stocks shedding nearly 20% of their market values.

Collaboration, Commitment, and Culture: The Heart of What Makes Gibson Capital a Best Place to Work
Collaboration, Commitment, and Culture: The Heart of What Makes Gibson Capital a Best Place to Work November 13th, 2025 by Christine DeMao GC News

2025  is shaping up to be a special year for GC! Our year-long celebration of our firm’s 35th anniversary culminated with the happy news that we were included in the Pittsburgh Business Times’ list of

Section 351 Exchange Funds: A New Diversification Tool for Concentrated Stock Positions
Section 351 Exchange Funds: A New Diversification Tool for Concentrated Stock Positions September 10th, 2025 by Jon Grebosky Financial Planning

Traditional Ways of Handling Concentrated Positions With the S&P 500 up more than 200% over the past 10 years, many investors have portfolios that contain highly appreciated stock positions, which may result in significant concentration

Quarterly Insights
Quarterly Insights July 17th, 2025 by Christopher Sidoni Investment Management

The second quarter got off to a rocky start with U.S. stocks declining in value by more than 10% in just two trading days (April 3 and 4). The selloff precipitated by President Trump’s tariff