Private Wealth Management Insights

Greenspring Advisors Investment Planning Insights

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.
Read More »
Greenspring Advisors Financial Planning Insights Greenspring Advisors Investment Planning Insights

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.
Read More »
Greenspring Advisors Investment Planning Insights

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?
Read More »
Greenspring Advisors Investment Planning Insights

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.
Read More »
Greenspring Advisors Financial Planning Insights

IRS Extends 2020 Tax Filing Deadline to May 17th

On March 17th, the IRS announced they would be extending the 2020 tax filing deadline for individuals from April 15th to May 17th to accommodate the ongoing challenges presented by the COVID-19 pandemic.
Read More »
Greenspring Advisors Financial Planning Insights Greenspring Advisors Investment Planning Insights

2020 Investment Year in Review Webinar

Greenspring Advisors's 2020 Investment Year in Review webinar takes a look at returns by style and more.
Read More »
Greenspring Advisors Financial Planning Insights Greenspring Advisors Investment Planning Insights Greenspring Advisors Retirement Planning Insights

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.
Read More »
Greenspring Advisors Financial Planning Insights Greenspring Advisors Investment Planning Insights Greenspring Advisors Retirement Planning Insights

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.
Read More »

Coronavirus Related Distributions – Webinar

Depending on the size of your distribution, you may need to evaluate your ability to qualify for programs such as CHIP, SNAP, ACA premium subsidies, and HUD programs.
Read More »