It’s 2019: Scooby-Doo, Where Are You?!
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...
Two Attributes Every Investor Should Demand
Two Attributes Every Investor Should Demand With the S&P 500 down over 5% at one point in early October 2018, investors are once again worried about the end of the upward sloping markets. The volatility experienced over the past few weeks is not unusual for this...
Fed Wants to Keep Raising Rate Targets
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...
Crisis of Character?
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...
Hard to Forecast the Trifecta!
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...
#1 Reason We Sat Behind new Fed Chair Powell at U.S. Senate Testimony
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,...
How the “Three Little Pigs” relates to your investments
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...
In The Doghouse—Mutual Fund Models
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...
Your Investments & Global Conflicts
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...
Where in the World is Value?
Glenwood Financial Partners delivers advice and solutions for its clients in partnership with some of the world’s leading financial institutions, through their offerings of global research, vast databases, analytical tools, and securities specialists. 1. ...
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.
