Courtnie Gray, Wealth Manager

06/02/2026

Giving Back This Spring 💗💸

One of the greatest blessings of owning a business in this community is having the opportunity to support organizations and causes that make a meaningful difference in the lives of others. This spring was filled with opportunities to give back, connect, and support some truly incredible missions throughout our community.

• I was grateful to sponsor the Red & Black Event for the Schuylkill Valley Education Foundation, where I also proudly serve as Foundation President. Supporting educational opportunities for students, teachers, and innovation within our schools where my boys attend continues to be incredibly important to me.

• In conjunction with Events by Kelly's Florist, I had the opportunity to provide centerpieces for the Berks County Heroes Breakfast, helping support the American Red Cross and its lifesaving programs and services throughout the Pennsylvania Rivers region. Their work ensures individuals and families have support during some of life’s most difficult moments.

• I was honored to support my friends from the Vision Resource Center of Berks County by sponsoring the putting green contest at the annual golf outing . Their organization provides incredible resources and services to individuals living with vision loss in our community.

• I was also happy to support the annual golf tournament for West Lawn United Methodist Church, helping support the important work they do within our local community.

• I had the great honor of attending this year’s Lighthouse Welcome Home Dinner with close friends, celebrating the meaningful impact this organization has on helping individuals and families find stability, hope, and a place to call home.

• I wrapped up my spring fundraising season by supporting Smooches 4 Pooches, where I had the fun honor of walking a mini Bernedoodle in the fashion show while also showcasing beautiful items from Be Mine Boutique. This event raised money for local dog rescues in need of their FUR-ever home!!!

I am grateful to give back to  the community that has supported my financial planning practice since the age of 22!

📧 [email protected]
🌐 planwithcourt.com
📱 610-401-6648

05/01/2026

April reminded investors why staying the course matters!!!

After a volatile start to the year, markets came roaring back:

• The S&P 500 gained 10.4% in April
• The Nasdaq Composite surged 15.3% — its strongest monthly performance since 2020
• The Dow Jones Industrial Average rose 7.1%, marking its best month since late 2024

Strong earnings, improving sentiment, and easing geopolitical concerns helped push markets higher.

Even with headlines creating short term uncertainty, all three major indexes are now trading well above where they began 2026.

The reminder? Markets often recover before confidence does. Staying invested through uncertainty is often where long term opportunity lives.

If you need help making sense of the markets, planning for retirement, or navigating a life transition, let’s connect.

Courtnie Gray Wealth Manager
[email protected]
planwithcourt.com
610-401-6648

ABOUT COURTNIE A distinguished leader since 2007. Bringing nearly two decades of experience in the Financial Planning and Wealth Management industry, Courtnie is not just a financial planner; she provides insight and personalized strategies to her clients, serving as a dedicated partner in in their....

04/22/2026

“Be fearful when others are greedy, and greedy when others are fearful.”
— Warren Buffett.

Market volatility can feel uncomfortable, but it is often where long term opportunities are created.

The headlines change daily. Interest rates, inflation, global events, and election cycles can all create noise. What matters most is having a plan that keeps you focused when emotions try to take over.

Successful investing is not about timing the market. It is about staying disciplined, adjusting when needed, and making decisions that align with your goals.

If you are wondering whether your portfolio is positioned correctly for today’s environment, now is a good time to review your strategy.

Email: [email protected]
Website: planwithcourt.com
Cell: 610-401-6648

04/15/2026

April 15th 💴 Tax Day is finally here!!!

We are nearing the end of our busiest time of year, and we truly appreciate the patience and trust of our clients and friends as we’ve worked through the MANY tax-related questions and tasks.

If you need assistance, have last-minute questions, or want to take the next step in your financial planning, we are here for you!!

📧 [email protected]
🌐 planwithcourt.com
📱 610-401-6648

04/07/2026

Grateful for the opportunity to share insights and my story!

“Living Abundantly with Sarah Vie” is a nationally syndicated CBS TV show airing in New York, Philadelphia, and San Francisco, and also available on YouTube.

You can catch my segment around the 12:25 mark! It is always such a fun experience being part of this show!

Some conversations remind us that abundance isn’t just about what we achieve — it’s about how we grow, how we show up for others, and how we choose to move t...

03/31/2026

Had an amazing time on Living Abundantly with Sarah Vie talking about what matters most…helping everyday families build financial confidence.

📺 Catch the episode on YouTube this Saturday April 4th at 11:30!

03/21/2026

🐾🐾Happy to once again support my high school alma mater as a sponsor of this year’s Red & Black Event! I’m especially proud to serve as President of the Schuylkill Valley Education Foundation.

This incredible event continues to bring our community together, with proceeds directly supporting grant opportunities for Schuylkill Valley students and educators.

Grateful to be part of something that gives back to a place that gave so much to me and to our family!

03/18/2026

Another great visit to Chelsea Studios on set with Living Abundantly with Sarah Vie!

Thank you Cindy Barlam Garnick for inviting me back and coordinating our segment!

03/17/2026

🎥✨ Quick breather on tax season… and heading to Chelsea Studios tomorrow for another guest appearance on Living Abundantly with Sarah Vie!

Always grateful for an opportunity to share my story!

03/03/2026

Happy March!

It has been an incredibly busy start to the year for us between market movement, running retirement projections for those planning to retire this year, and navigating tax season.

We are also seeing an increase in volume from educators and those in the PSERS system considering retirement. We are offering one on one consultations at NO COST for you and your family to gain clarity on what your retirement could look like.

If you are a teacher or a member of PSERS and would like a complimentary cash flow analysis, please reach out today.

We are also running another "Share This Post" giveaway to be entered to win a State Hill Craft Cocktail gift card!

Let’s make smart moves this March. Share Away!

Courtnie Gray Wealth Manager
Email: [email protected]

Website: planwithcourt.com
Cell: 610-401-6648