The One Big Beautiful Bill Act and Its Impact on Your Investments
Explore how the One Big Beautiful Bill Act may affect markets, taxes, deficits, inflation, interest rates, and investment portfolios.
The Leading Economic Indicator (LEI)
The Leading Economic Indicator (LEI) is a tool to predict the direction of the economy and navigate financial markets. Discover why the LEI is not always reliable and why at GreenUp Wealth, we believe in a diversified approach to economic indicators to mitigate risk and identify opportunities.
Will a Roth IRA Conversion Reduce Your Taxes?
What is a Roth IRA Conversion, and should you consider it? Three tax benefits of a Roth Conversion are reducing future income taxes, leaving retirement savings to heirs tax-free, and reducing the percentage of your Social Security benefits that are taxed. Watch the video to learn more about what a Roth IRA Conversion is and how it may save you money.
When is the Right Time to Invest?
With the volatility of investments, when is the right time to invest? Should you delay investing because of negative current events? Should you wait for a pullback in the market? Brad Tatar, Senior Vice President at GreenUp Wealth Management, reviews reasons people delay investing and reasons why you shouldn’t.
Investment Hierarchy (Which Accounts to Fund First)
When a person gets started with investing, it can be a challenge knowing where to begin. What type of accounts should you consider and in what order should you fund them? Watch this video to learn some general guidelines for the “investing hierarchy” that can help you decide which accounts to fund first.
What Are Asset Classes?
What do a Great Dane and a Toy Poodle have in common? At first glance, seemingly nothing. Side by side these two animals will look comical together. Yet we still categorize them both as dogs because, despite the dramatic difference in appearance and stature, these breeds have similar characteristics shared by all domestic canines. In the world of investing, investments that share similar characteristics are organized into groups called Asset Classes. Asset classes can appear and act as differently as the Great Dane and Toy Poodle.
What is Diversification and How Does it Help?
Learn how diversification can help manage investment risk by spreading assets across companies, sectors, and asset classes within a portfolio.
What is a Stock
Learn what stocks are, how shareholders participate in company growth, the difference between common and preferred stock, and how stocks fit into a portfolio.
What is a Bond and How Does It Work
Learn how bonds work, including interest payments, maturity dates, credit quality, price changes, and the role bonds can play in a portfolio.
The Importance of Rebalancing
GreenUp Wealth Management explains the importance of portfolio rebalancing, including asset allocation, risk management, disciplined investing, and long-term strategy.