Federal Reserve, Banking Concerns, Risk Management Take Center Stage
Federal Reserve, Banking Concerns, Risk Management Take Center Stage It’s been quite a week. Things seemed fairly normal on Tuesday, March 6, as our Chief Investment Officer, Michael, was in Washington to witness first-hand the testimony of Federal Reserve Chairman,...
Mutual Fund Models: Ask Questions & Know Your Alternatives
Mutual Fund Models: Ask Questions & Know Your Alternatives Operational Basics For engaged investors, a description of mutual funds may not be needed, but for the less engaged, we begin with the basics. Mutual Funds have been a resource to investors since the...
Glenwood Market Insights: Breaking Bad
Glenwood Market Insights: Breaking Bad One of our great mentors always talked about how “the market” puts flesh (explanations) on the bones (true factors) of any given day’s market price action. The narrative (flesh) regarding Monday and Tuesday’s stock market...
What is Cryptocurrency?
WHAT IS CRYPTOCURRENCY? The terms “Bitcoin, Ethereum, XRP, NFTs, and Doge” are being used a lot lately. These are, of course, all examples of “cryptocurrency” (or “crypto” as it’s casually known). You’ve, no doubt, been asked by multiple clients what the heck “a...
10 Tips for Women to Keep in Control of Their Finances
In honor of Women’s History Month, we’ve put together a list of tips women can use to help keep in control of their finances. It’s important for women to stay in the know of their financial situations, especially if they’re married to a man, because women tend to...
Do I (Should I) Have All the Tax Documents I Need?
Like it or not, it’s tax season once again.
Lifevesting: A Memo for Heirs
Our Lifevesting: Memo for Heirs is the perfect way to make sure your assets fall into the correct hands once you’ve passed. Each section goes into detail about every asset, where it goes, the passwords to access each account and even what you want to happen at your...
Stocking Stuffer Tips
The holiday season has begun and we’ve got some helpful tips to stuff your stockings to the brim...with financial advice of course. Whether it be with crypto, required minimum distributions (RMDs), estate planning, or funding your retirement and the like, we’ve got...
The 411 on Crypto Currency
Don’t let the "crypt" in the name fool you, it’s not “graveyard money.” Cryptocurrency has had a huge amount of buzz in financial circles these past few years. But is it a passing fad, or here to stay? Joe McQuaid is here with a little history lesson on why...
Teaching Kids About Finance
One of the most important and valuable gifts you can give to your children is financial literacy! The sooner they have a functional understanding of how things like spending, investing and credit work (and how to utilize them responsibly), the sooner they can start...
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