Private Wealth Management Insights

Greenspring Advisors Financial Planning Insights Greenspring Advisors Investment Planning Insights

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.
Read More »
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.
Read More »
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.
Read More »
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).
Read More »

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.
Read More »

The Essential Elements for Successful Family Wealth Transfers

It is inevitable; we get older every day. The time to begin the planning for the next generation is now.
Read More »
Greenspring Advisors Corporate Retirement Legislation Insights

Post Brexit Referendum

Current headlines really should refer to the "post-Brexit referendum," because only the referendum is done. In it, a narrow majority of U.K. voters called for a disunion from the EU, but any actual Brexit is likely to be playing out for years to come. Only then will we be truly "post-Brexit."
Read More »
Greenspring Advisors Financial Planning Insights Greenspring Advisors Investment Planning Insights

How Many Clients Does Your Advisor Work With?

How Barron's Top 1,200 financial advisors effectively serve 521 clients? We have clients from these firms coming to our firm every month looking for a better solution.
Read More »

The Best Ways to Buy Happiness

A recent study by the University of Michigan economists Betsey Stevenson and Justin Wolfers, examining data from more than 150 countries using World Bank data, has shed new light on the interaction between happiness and the size of your bank account. Their first conclusion: the more money you have, the happier you tend to be, regardless of where you are on the income spectrum. They also concluded that multi-millionaires don't think of themselves as "rich."
Read More »