Lessons for Investors from 2022

We know. It's only February. But already, there's been a lot of lessons for investors. We thought we’d share with you our views on what’s happening and the key takeaways from the start of our new year.

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Five Financial Planning Takeaways from Peloton’s Meteoric Downfall

You can draw comparisons between Peloton’s current challenges and your own financial setbacks. How can you recover strongly in the face of deterrents?  Here are five key financial planning takeaways.

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Those That Don’t Know Their History Are Doomed to Repeat It: Beware of the S&P 500 Index

For the last 10 years the S&P 500 has generated an average annual return of 15.35% and has only had one negative year (2018). In addition, these mutual funds have expense ratios hovering around zero. What’s not to love?

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A Year to the Day- What a Ride!

The market last year tested our patience and our resolve. Those who buckled up and stayed on board, however, were richly rewarded.

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Don’t Let Investing Myths Derail Your Success

For many, investing is a mysterious endeavor that can be comprehended only by experts. But that’s not actually the case; it’s actually not that complicated. But for many, a big obstacle to understanding investing – and to investing effectively – is a swirl of myths.

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2020 Investment Year in Review Webinar

Greenspring Advisors's 2020 Investment Year in Review webinar takes a look at returns by style and more.

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Knowing the Future is Not Enough

In many ways, 2020 was one for the record books. Since we are financial advisors and not social or political pundits, we’re going to focus on what happened in the investment world and what we should take away from this historic year.

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The Real Value of a Roth IRA

Many of our clients still in their working years do not qualify to make Roth IRA contributions, but clients do qualify to contribute from time to time, and we often recommend doing so.

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Onward.

Monday, June 15th, 2020, marked a watershed victory for the movement of LGBTQ equality in the United States. In a landmark decision, the Supreme Court ruled that Title VII of the Civil Rights Act of 1964 protects LGBTQ workers from workplace discrimination.

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