Your Financial End-of-Year Checklist: Investment Accounts, Tax Planning, and Savings & Contributions

The end of the year is a crucial time to review your finances, as there are time-sensitive financial planning strategies to consider before the clock strikes midnight on December 31. We want to share an end-of-year financial checklist to help you get a head start.

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.

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!

Understanding the Investment Menu in Your Company’s 401(k) Plan

Gain insights into the intricacies of your 401(k) investment menu. Explore strategies to assess asset allocation and enhance your company’s retirement offerings with Greenspring Advisors.

Securing Retirement Futures: Strategies to Address Delayed Retirement

Delayed retirements can be costly. Explore effective solutions like in-plan annuities and HSAs to promote timely retirement in your Maryland company.

Employee Newsletter: Complete Financial Checklist

Stay on top of your finances with this proactive financial checklist. Reevaluate your financial goals, optimize taxes, and prepare for major life events with Greenspring Advisors

Investment Insights

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.

How Presidential Elections Impact Markets: A Historical Perspective 

Take a deep dive into historical data to see how the market has performed during election cycles.

Debunking the Myth: Why an Inverted Yield Curve Doesn’t Always Spell Recession

In the world of finance, few indicators strike fear into the hearts of investors quite like the dreaded inverted yield curve. It's often hailed as an ominous harbinger of economic downturns, sending shockwaves through markets and sparking widespread concern. But does an inverted yield curve truly signify an impending recession every time? Let's delve into this financial phenomenon and separate fact from fiction.

Video: (k)larity (k)lips™ | Understanding Taxes in the U.S.

Video: (k)larity (k)lips™ | Insurance Awareness

Video: (k)larity (k)lips™ | Navigating the Racial Wealth Gap