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...
Fiduciary Work in the Trenches
Work in the Trenches There are no days-off for the advisors of Glenwood Financial Partners during the Coronavirus turbulence. See important disclosures.
Under the Cloud of the Coronavirus
Market History for COVID-19 Under the Cloud of the Coronavirus: Control What You Can Control With age comes experience. We have seen our share of great times and bad times. These experiences have definitely shaped our perspective as fathers, husbands, and wealth...
Getting a Grip on the Situation
While the Coronavirus (officially COVID-19) matter is, of course, new and serious, the initial anxiety phase of program-driven computer trading and a barrage of media hype appears to be giving way to calmer, more rational thinking. Initial phases such as this are...
2019: The Year of Resolve
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...
The 6 Ds of Tech Disruption: A Guide to the Digital Economy
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...
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 Kingswood Wealth Advisers, an SEC registered investment advisory firm. Glenwood Financial Partners may only conduct business with residents of the states for which they are properly registered.
