The latest thinking from Greenspring Advisors.


In the News

Related Resources:

Greenspring Advisors named to the 2020 Financial Times 300 Top 100 Registered Investment Advisers

Greenspring Advisors Ranked in Top 100 Largest RIA List by Financial Advisor | Ranked #1 in Maryland


Greenspring Advisors Named a 2020 Best Places to Work for Financial Advisers by InvestmentNews

Greenspring Advisors named 2020 PLANADVISER Top 100 Retirement Plan Adviser

BusinessWeek: Do You Have an Age-Appropriate Portfolio?

Investors age 45 to 55 should continue to focus on diversification, pros say, and keep a healthy dose of equities in their accounts

by David Bogoslaw

People who have hit their middle years may be used to taking flak from their friends and children for not behaving or dressing appropriately for their age. (Picture a teenager rolling her eyes when she sees a track from one of her favorite bands on Dad’s iPod.) But is there such a thing as an age-appropriate investment portfolio?

There’s no one-size-fits-all approach to financial planning. Two investors who are the same age may have different time horizons in terms of retirement or different financial requirements for things like their children’s education. Folks in the 45-to-55 bracket, like other investors across the age spectrum, are best served by focusing first on tried-and-true portfolio principles such as diversification and balance.

Read the full article.