Building Relationships That Matter
May 16, 2025
Gasaway Investment Advisors, a financial advisory firm in Kalamazoo, Michigan, is celebrating its 35th anniversary this year. Since its founding in 1990, Gasaway Investment Advisors has been dedicated to providing personalized, comprehensive financial advice to individuals, families, and businesses across the region. With a focus on building long-lasting relationships and offering solutions, the firm has developed an approach centered on collaboration and responsiveness to client needs.
For over three decades, Gasaway Investment Advisors has been dedicated to guiding clients through the complexities of financial planning, providing support in investment management, retirement strategies, and estate planning. Through its Alliance Retirement Plan Solutions division, the organization provides businesses with comprehensive 401(k) plan services, delivering a range of solutions to meet diverse needs. The firm’s philosophy has always been client-centered, taking the time to understand the unique goals and needs of each individual or business it serves.
"35 years ago, we set out with a mission to help people secure their financial futures. Today, we celebrate not only our achievements but the trust our clients have placed in us. We are proud of our past, and as we look ahead, we are committed to embracing new opportunities, driving innovation, and making a lasting impact for generations to come." said Jim Gasaway, President of Gasaway Investment Advisors.
Since its inception, Gasaway Investment Advisors has grown from a small office in Portage, to new offices located in Kalamazoo and Zeeland, helping clients and businesses with their financial planning needs and preparation for retirement. The firm strives to stand out in the competitive financial services industry through its professionalism and personalized attention.
In addition to its growth and client success, Gasaway Investment Advisors has been deeply committed to giving back to the Kalamazoo community. Through local philanthropic initiatives, such as volunteering with various activities and hosting free financial literacy programs for the community, the firm continues to make a positive impact on the region it serves.
"As we celebrate 35 years, we’d like to take a moment to thank every client, partner, business, and team member who has played a role in our story. It’s not just about numbers; it’s about trust, integrity, and the long-lasting relationships we've built over the years" said Caitlin Borton, COO of Gasaway Investment Advisors.
For more information about Gasaway Investment Advisors or Alliance Retirement Plan Solutions, its services, or upcoming events, please visit www.gasawayinvestments.com or www.alliancerps.com.
The Gasaway Team
7110 Stadium Drive
Kalamazoo, MI 49009
(269) 324-0080
FAX (269) 324-3834
The views expressed are those of the author as of the date noted, are subject to change based on market and other various conditions. This presentation is not an offer or a solicitation to buy or sell securities. The material discussed is meant to provide general education information only and it is not to be construed as specific investment, tax or legal advice and does not give investment recommendations.
Certain risks exist with any type of investment and should be considered carefully before making any investment decisions. Keep in mind that current and historical facts may not be indicative of future results.
Additional information, including management fees and expenses, is provided on our Form ADV Part 2 available upon request or at the SEC’s Investment Adviser Public Disclosure website, https://adviserinfo.sec.gov/firm/summary/123807.
This material was created for educational and informational purposes only and is not intended as ERISA, tax, legal, or investment advice. If you are seeking investment advice specific to your needs, such advice services must be obtained on your own separate from this educational material. ©401(k) Marketing, LLC. All rights reserved. Proprietary and confidential. Do not copy or distribute outside original intent.
Our brief March monthly update on the markets and the economy.
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Today, investors face a variety of chaotic swings driven by shifting interest rates, geopolitical conflicts, and global economic transitions.
February Recap The S&P 500 fell -0.8% in February , its first negative month in ten. International equities continued to perform well, while concerns around AI spending and its potential disruption to the software industry led technology stocks lower. 1 The benchmark 10yr Treasury yield dropped from over 4.2% to below 4%, leading to a 1.6% gain for the US Aggregate Bond Index. 2 Inflation , measured by the Consumer Price Index (CPI), rose 2.4% year-over-year ; April will mark five years above the Federal Reserve’s 2% target (figure 1). The economy lost -92k jobs and the unemployment rate ticked up to 4.4% , further negative news for a labor market that has been weakening since 2022 (figure 1). 3 S&P 500 earnings grew 14% in Q4 2025, the fifth straight quarter of double-digit growth. 4 The Supreme Court ruled against President Trump’s tariffs implemented under the International Emergency Economic Powers Act (IEEPA). However, the administration instituted a new blanket tariff under Section 122 of the Trade Act of 1974, which will last 150 days. As a result, the average global tariff rate dropped slightly. 5
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