Insights - Greenspring Advisors

Private Wealth Management Insights

Financial Planning

Taxes

Education Savings

Investment Planning

Retirement

Estate

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?

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.

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.

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Corporate Retirement Insights

Plan Administration

Compliance

Legislation

Investments

Fees

Fiduciary Governance

Stretching the 401(k) Match Contribution – A Good Idea?

"Stretching the match" means raising the employee contribution threshold to receive the full employer match. Is it a good idea?

Employee Financial Wellness: Part 2

We view employee financial wellness as a critical benefit to your employees and to the health of your organization. In part two, we look at trends in employer financial wellness programs and discuss Greenspring’s solution.

Employee Financial Wellness: Part 1

An effective financial wellness program can power the success of your company while building deeper employee engagement and loyalty.

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