Lessons From A Drawdown | Q2 2025 Quarterly Market Commentary

With markets back in positive territory, but the memory of the drawdown still fresh – now is a great time to pause and reflect:

Read More »

A Cheat Sheet for Commonly Used Financial Terms You Should Know

Financial terminology can be confusing, but this cheat sheet for financial terms should help.

Read More »

Should I Own the Real Estate My Business Operates In?

As a business owner, you're constantly making decisions that shape your company's financial health and future. One major question you may face is whether to buy the property where your business operates.

Read More »

Tax Implications of Divorce

You made it through the grueling process of getting divorced, which is difficult enough, but now you have one more hurdle: filing your taxes.

Read More »

Tax Implications for Widows and Widowers

The loss of a spouse has been described to me by clients as “all-encompassing grief” and “an indescribable emotional, physical, and mental fatigue.” For those who have experienced a significant loss recently, the burden of financial decision-making may feel like a weight added to an already heavy load.

Read More »

What is a tax law sunset? More importantly, should I do anything?

Is the tax law sunset a thing of beauty, or does it signify the end of a good thing? In short, the sunset means tax rates are set to change in 2026.

Read More »

What the Federal Reserve’s Rate Cuts Mean for You

With much attention on the Federal Reserve and interest rates recently, we want to dive deeper into what it means when the Fed cuts rates, how it affects the broader economy, and what potential investment implications you should consider.

Read More »

Updates to Required Minimum Distribution Rules for Retirement Accounts

We are rapidly approaching the end of the year, which means cooler weather, holiday cheer, and everyone’s favorite topic: required minimum distributions!

Read More »

To Millennials & Beyond: How Financial Advisors Can Help with Your Estate Planning

According to Trust & Will, 62% of millennials don’t have a will or trust. Are you a part of that group? If so, here is why it is important to be prepared and how Greenspring can help.

Read More »