Private Wealth Management Insights

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The Dirty Little Secret About Warren Buffet’s Bet With A Hedge Fund Manager

Warren Buffet made a bet with a hedge fund manager that just ended. The bet was pretty simple. Put up $1 million and pick the best investment for a 10 year period (bet started on 1/1/2008). The winner would give the $1 million to the charity of their choice. 
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Are You A 1%’er?

The IRS recently released a report with some interesting data on income trends in America. As you would expect, it takes a lot to get in the top 1% of all taxpayers. Here are some of the stats.
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Greenspring Advisors Financial Planning Insights

Five Things Your Financial Advisor Should Be Doing

There are a good number of articles on the internet about how to choose a financial advisor. I thought I would write one on what you should expect from your advisor if you already have one. We believe there are some key areas that all comprehensive advisors should be monitoring for their clients.
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Greenspring Advisors Financial Planning Insights

Is The Stock Market Game Causing Bad Behavior In Our Children?

Our first introduction to the stock market came from playing some version of the stock market game in high school for many of us. To be sure, there are some great things about this game, but it can start students on a path of bad behavior when it comes to investing.
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Amending Warren Buffet’s Golden Rule

One of the more damaging pieces of advice to the average investor is Warren Buffet’s famous investment rule: “Rule No. 1: Never lose Money. Rule No. 2: Never forget Rule No. 1.” While this folksy wisdom has a great ring to it, it can be easily taken out of context.
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Greenspring Advisors Investment Planning Insights

The Wine Lovers’ Guide to Investing

Savoring a vintage wine is one of life's great pleasures. But often overlooked in the joy of consumption is the carefully calibrated journey from grape to glass. Similar levels of care are critical to good investment outcomes.
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Greenspring Advisors Financial Planning Insights

Is Your Advisor a Part-Time Fiduciary?

When you visit a doctor, you probably assume that he/she must do what is in your best interests and not what maximizes that doctor’s income. And you would be correct. Unfortunately, the same cannot be said with financial advisors. Being a fiduciary means that an advisor must legally put the client’s interests first.
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Greenspring Advisors Investment Planning Insights

The Active Passive Powerhouse

For years it has been assumed that you have to be either an active or passive investor. It is also assumed (depending on which camp you're in) that one is better than the other. In my opinion, the argument over active vs. passive management can be put squarely to bed. And the answer to which investing strategy we use is...Both. This is called evidence-based investing, and it is a strategy used by a company whose funds we are extremely fortunate to use on our clients' behalf ---Dimensional Fund Advisors (DFA).
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Five Things to Consider for Financial Success

The desire to achieve financial success is universal, but the way to accomplish it is unique to every individual. Identifying your objectives and creating the path to achieve them takes time, discipline and courage. However, the rewards for doing so can ultimately be true financial security and peace of mind.
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