Glenwood Financial Partners, a wealth management firm based in Raleigh, hosted a Year of Resolve luncheon for clients and friends of the firm. The interactive discussion covered the firm's history as fiduciaries and counselors, its focus on stewardship and...read more
Technology disruption fills our worlds with opportunities and threats to career, business, and retirement investments. Your ability to be forward-thinking and gain an edge of understanding is critical. Please enjoy the below permissioned article from one of our...read more
Happy New Year, 2019! Fifty years ago this September, Hanna-Barbera Productions brought life to a cartoon featuring a Great Dane named Scooby-Doo. The charismatic, Scooby Snack loving pup traveled around with four teenage companions in a green van known as "The...read more
Glenwood’s chief strategist is a professional Fed Watcher! In a highly telegraphed action by the United States central bank, the Federal Reserve again raised its targeted fed funds interest rate by a quarter-of-one-point or 0.25% on Wednesday. The Federal Open Market...read more
Character: It has to be a core value. On August 8th, Michael Hakerem, our chief strategist sent a very personal message to a community of professional friends. He also reached out to three organizations...read more
Tough to consistently outguess all three. A Note from Our Chief Investment Officer Been aware for 25 years of professional investing; however, the past two years reinforce for me that extrapolation & mean-reversion occur but are not viable investment strategies and...read more
Glenwood's chief investment officer, Michael Hakerem, keeps watchful eye on new Federal Reserve Chairman (Michael just over Powell’s left shoulder) #1 Reason: True Advocacy for Clients Must Contain First-Hand Experiences Newly appointed Federal Reserve Chairman,...read more
The Wolves of Wall Street are in the news, blowing volatility into our ears and onto our doorsteps! So, this is a good time to talk about risk management. By managing risk, you create strategies that help your portfolio weather drops in financial markets. No matter...read more
Tucker, an actual client, values his hard-earned assets! The S&P 500 and Dow Jones Industrials continue to register new all-time highs. Glenwood Financial Partners continues to urge investors to know the risk profile of their investment portfolios, or at the very...read more
BETTER WAYS TO ADDRESS RISK AND REDUCE FEAR In view of the recent tough talk between the U.S. and North Korea about military might, we thought right now presents a good time to comment further on risk and fear. We cherish long-lasting collaborative relationships with...read more
Glenwood Financial Partners is a fee-based financial advisory firm located in Raleigh, North Carolina that specializes in goals-based wealth management and custom portfolio building.
Advisory services offered through Eudaimonia Partners LLC, an SEC-registered investment advisory firm. Glenwood Financial Partners may only conduct business with residents of the states for which they are properly registered.