Gateway Investment Advisers

Since 1977, Gateway has offered strategies that can generate cash flow, reduce risk, and enhance long-term returns through hedging or tax loss harvesting.

[Gateway Investment Advisers @Gateway_LLC]

Over the trailing one-year period ended June 30, 2026, the broad market S&P 500® Index returned 22.32%, and the passive, rules-based option writing indexes, Cboe® BuyWrite and Cboe® PutWrite Indexes returned 17.34% and 15.56%, respectively. The Bloomberg® U.S. Aggregate Bond Index returned 3.79% during this period.

#Volatility, as measured by the Cboe® Volatility Index (VIX®), averaged 18.09 during the trailing one-year period reaching a high of 31.05 and a low of 13.47.

*Past performance is no guarantee of future results. Source: Morningstar Direct and Bloomberg® Index Services Limited. See here for more important information - https://t.co/yl6IeWxEH3

[Gateway Investment Advisers @Gateway_LLC]

Over the trailing one-year period ended May 31, 2026, the broad market S&P 500® Index returned 29.78%, and the passive, rules-based option writing indexes, Cboe® BuyWrite and Cboe® PutWrite Indexes returned 18.90% and 17.84%, respectively. The Bloomberg® U.S. Aggregate Bond Index returned 5.13% during this period.

#Volatility, as measured by the Cboe® Volatility Index (VIX®), averaged 18.13 during the trailing one-year period reaching a high of 31.05 and a low of 13.47.

*Past performance is no guarantee of future results. Source: Morningstar Direct and Bloomberg® Index Services Limited. See here for more important information - https://t.co/yl6IeWxEH3

[Gateway Investment Advisers @Gateway_LLC]

Over the trailing one-year period ended April 30, 2026, the broad market S&P 500® Index returned 31.05%, and the passive, rules-based option writing indexes, Cboe® BuyWrite and Cboe® PutWrite Indexes returned 17.52% and 16.36%, respectively. The Bloomberg® U.S. Aggregate Bond Index returned 4.06% during this period.

#Volatility, as measured by the Cboe® Volatility Index (VIX®), averaged 18.40 during the trailing one-year period reaching a high of 31.05 and a low of 13.47.

*Past performance is no guarantee of future results. Source: Morningstar Direct and Bloomberg® Index Services Limited. See here for more important information - https://t.co/yl6IeWxEH3

[Gateway Investment Advisers @Gateway_LLC]

Gateway is honored to be included in the conversation about the future of risk managed, tax-aware investing. We’re excited to offer Sanctuary Wealth and its clients an integrated, customizable, and resilient solution from a single manager.
https://t.co/s9nX5oWXJF

Visit https://t.co/ZvSzokMTSn to learn more about Gateway and explore our insights.

[Gateway Investment Advisers @Gateway_LLC]

Over the trailing one-year period ended March 31, 2026, the broad market S&P 500® Index returned 17.80%, and the passive, rules-based option writing indexes, Cboe® BuyWrite and Cboe® PutWrite Indexes returned 11.35% and 11.14%, respectively. The Bloomberg® U.S. Aggregate Bond Index returned 4.35% during this period.

#Volatility, as measured by the Cboe® Volatility Index (VIX®), averaged 19.39 during the trailing one-year period reaching a high of 52.33 and a low of 13.47.

*Past performance is no guarantee of future results. Source: Morningstar Direct and Bloomberg® Index Services Limited. See here for more important information - https://t.co/yl6IeWxEH3

[Gateway Investment Advisers @Gateway_LLC]

Thank you for hosting a great event, we appreciate the opportunity! Check out our website to learn more about our risk-managed, tax-aware investing capabilities.

Gateway does not provide tax advice. Tax treatment and rates can and do vary over time. Investment decisions should be made based on an investor's objectives and circumstances and in consultation with his or her investment and/or tax advisors.

https://t.co/OXuwyEgKuQ

[Gateway Investment Advisers @Gateway_LLC]

The quality factor: Why resilience matters

There is a lot of noise in the current market environment. Investors focused on growth over the long-term, however, may find the quality factor can offer something increasingly rare: an edge that may be sustainable based on financial fundamentals rather than market narratives.

At Gateway, we believe in a balanced path forward. Our quantitative approach to quality investing focuses on:

- Systematic Factor Optimization: Cutting through the noise to find true quality.

- Broad Market Exposure: Staying invested in the bigger picture.

- Income Generation: Utilizing index options to provide a steady stream of returns.

Stability isn't just about avoiding risk; it's about optimizing for it.

Check out our latest Market Perspective on why Quality remains the cornerstone of a resilient portfolio and other important information and disclosures > https://t.co/npf07dS1pX

#QualityFactor #RiskManagement

[Gateway Investment Advisers @Gateway_LLC]

Over the trailing one-year period ended February 28, 2026, the broad market S&P 500® Index returned 16.99%, and the passive, rules-based option writing indexes, Cboe® BuyWrite and Cboe® PutWrite Indexes returned 9.38% and 8.38%, respectively. The Bloomberg® U.S. Aggregate Bond Index returned 6.26% during this period.

#Volatility, as measured by the Cboe® Volatility Index (VIX®), averaged 19.06 during the trailing one-year period reaching a high of 52.33 and a low of 13.47.

*Past performance is no guarantee of future results. Source: Morningstar Direct and Bloomberg® Index Services Limited. See here for more important information - https://t.co/tBl2gfpqsp

[Gateway Investment Advisers @Gateway_LLC]

Over the trailing one-year period ended January 31, 2026, the broad market S&P 500® Index returned 16.35%, and the passive, rules-based option writing indexes, Cboe® BuyWrite and Cboe® PutWrite Indexes returned 7.75% and 8.33%, respectively. The Bloomberg® U.S. Aggregate Bond Index returned 6.85% during this period.

#Volatility, as measured by the Cboe® Volatility Index (VIX®), averaged 18.89 during the trailing one-year period reaching a high of 52.33 and a low of 13.47.

*Past performance is no guarantee of future results. Source: Morningstar Direct and Bloomberg® Index Services Limited. See here for more important information - https://t.co/DJVBfG8AJt

[Gateway Investment Advisers @Gateway_LLC]

Looking forward to a fun and educational evening where we will help explain how our firm can help investors reduce risk, generate income, and improve tax efficiency. See you at Fleming's!

Gateway does not provide tax advice. Tax treatment and rates can and do vary over time. Investment decisions should be made based on an investor's objectives and circumstances and in consultation with his or her investment and/or tax advisors.

https://t.co/MS1NKWpg9W

[Gateway Investment Advisers @Gateway_LLC]

Over the trailing one-year period ended December 31, 2025, the broad market S&P 500® Index returned 17.88%, and the passive, rules-based option writing indexes, Cboe® BuyWrite and Cboe® PutWrite Indexes, returned 8.91% and 9.19%, respectively. The Bloomberg® U.S. Aggregate Bond Index returned 7.30% during this period.

#Volatility, as measured by the Cboe® Volatility Index (VIX®), averaged 18.93 during the trailing one-year period reaching a high of 52.33 and a low of 13.47.

*Past performance is no guarantee of future results. Source: Morningstar Direct and Bloomberg® Index Services Limited. See here for more important information - https://t.co/G7VbaqwH5F

[Gateway Investment Advisers @Gateway_LLC]

Over the trailing one-year period ended November 30, 2025, the broad market S&P 500® Index returned 15.00% and the passive, rules-based option writing indexes Cboe® BuyWrite and Cboe®PutWrite Indexes returned 9.53% and 7.90%, respectively. The Bloomberg®U.S. Aggregate Bond Index returned 5.70% during this period.

#Volatility, as measured by the Cboe®Volatility Index, averaged 18.97% during the trailing one-year period reaching a high of 52.33 and a low of 12.77.

*Past performance is no guarantee of future results. Source: Morningstar Direct and Bloomberg®Index Services Limited. See here for more important information - https://t.co/G7VbaqxeVd

[Gateway Investment Advisers @Gateway_LLC]

Gateway was honored to join Natixis at their US Media Summit last week! https://t.co/fuxCQJvA1J

[Gateway Investment Advisers @Gateway_LLC]

Harvest Season, Extended: How to Find Tax Alpha in Any Market.

The subtle, persistent impact of tax costs can be one of the largest drags on an investor's long-term returns—a "nearly invisible" expense that often goes unexamined compared to explicit costs like management fees.

At Gateway, we believe tax management should be a proactive driver of after-tax performance, not a reactive tactic.

That's why we're exploring Extension Tax Loss Harvesting. Unlike traditional methods that might rely on market downturns, advanced strategies like a 130% long/30% short portfolio actively seek out negative correlations in an attempt to provide a consistent source of capital losses, even during strong bull markets.

This approach can:

1. Recharge traditional tax-loss harvesting strategies that are no longer offering effective benefits.

2. Facilitate smooth, tax-aware portfolio transitions.

3. Systematically diversify concentrated positions by using losses to offset realized gains.

Read our latest Market Perspective to learn how our sophisticated solutions aim to preserve more of an investor's returns, keeping more capital invested and compounding over time.

Read the full article here: https://t.co/mcHykUVTVi

Gateway does not provide tax advice. Tax treatment and rates can and do vary over time. Investment decisions should be made based on an investor’s objectives and circumstances and in consultation with his or her investment and/or tax advisors.

#TaxManagement #TaxLossHarvesting #ExtensionStrategy

[Gateway Investment Advisers @Gateway_LLC]

Trailing 1-Year Returns as of #September 30, 2025*:

$SPX 17.60%
$PUT 8.26%
$BXM 8.15%
$AGG 2.88%

$VIX Daily Close Average: 18.83
(High: 52.33, Low: 12.77)

#volatility #Markets

*Past performance is no guarantee of future results. Source: Morningstar Direct and Bloomberg® Index Services Limited. See here for more important information - https://t.co/CLMkmj4802.