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...
A Memo for Heirs
Estate planning can be a long and exhausting task, but it doesn't have to be. Thankfully, we've made our very own document to keep every detail of your estate planning all in one place. Check it out!
Financial Checklist for Fall
Financial Checklist for Fall It’s not just the end of the year holidays that come with a list to check. Now is the time to get your end of year finances together and we’ve put together your very own checklist. However, should you wait until good ole Saint Nick checks...
How to Career Hunt for the Recent Grad
For many college graduates, finally leaving school and entering the job world is a time of great excitement. The prospect of getting out there, snagging that dream job and carving a future for themselves is likely to get anyone pumped. But with that excitement can...
Election Chaos?
Clean Election? Legal Challenges? Gridlock? ???? ELECTION CHAOS? ???? Anything is possible in 2020! ???? Humility is key: That's why we often start the discussion by pointing out the three BIG UNKNOWNS shown above and by stating our principled view that we'd...
We Shih Tzu Not: Coronavirus Investing
SERIOUSLY—Rewards will come to those able to patiently withstand volatility and uncertainty. Leading up to 2020, client portfolios were already benefiting from a basket of disruptive ideas and themes built-in to complement core holdings like corporate and municipal...
Private Clients, Attorneys, CPAs, and Community Members look to us for proprietary
Reward-to-Risk investing disciplines, over 50 years of combined service in the "financial trenches,"
and authentic care and concern for real people.
Glenwood Financial Partners is an independent financial advisory
firm located in Raleigh, North Carolina.
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.
