Beyond the Headlines: Lessons from the Magnificent 7
Throughout history, there always seems to be a new grouping of stocks receiving a fancy name after performing well. When hearing headlines about stocks like this, a common question that arises is: why not just buy those select stocks? Here at Greenspring, we believe in utilizing pooled investment vehicles like mutual funds or ETFs, where you still get exposure to popular stocks but are much more diversified and face less risk.
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Fleeting Fad or Future Fortune – The New Bitcoin ETFs are Here
While Greenspring likes some alternative assets and has included them in our client portfolios over the years, we do not think Bitcoin merits a dedicated portion of an investment portfolio. Bitcoin is almost pure speculation with little intrinsic value. Unlike stocks and bonds, there are no profits, dividends or interest, and the price is based only on what a buyer is willing to pay.
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Tax Drag: Picking Up Nickles
“Picking up nickels in front of a steamroller” is an old saying in the investment world to describe a strategy that has small, positive, and fairly regular returns, with the occasional huge risk that can wipe you out. Tax planning around your investments gets half of the saying right, in that tax planning is like picking up nickels, which can generate small, positive, and fairly regular returns – if you do it right.
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Retirement Planning: Not One Size Fits All
The best way to achieve any goal is by implementing a plan. Whether you are 20 years or two years from retirement, it is never too early or too late to put a plan in place to achieve your retirement goals. We want to share with you some of the key considerations for a successful retirement.
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