The 3 Reasons to Kick Start Your Retirement Savings
Kick-start your retirement savings by understanding the value of time, compound growth, consistent contributions, and building habits for long-term financial security.
Your 2022 Tax Preparation Checklist
Prepare for tax season with a 2022 tax checklist covering key documents, deductions, credits, retirement contributions, and filing considerations.
Protecting the People You Care About
Life insurance offers protection for one of your most important assets- your ability to earn money. If you were hit by a bus tomorrow, how would that affect the people who depend on you financially? On this podcast we discuss whether you need life insurance, how to calculate the coverage you need, the different types of life insurance, and strategies to help protect the people you care about.
What Should Investors Do During Periods of Uncertainty?
Learn what investors can do during periods of uncertainty, including staying focused on long-term goals, avoiding market timing, and maintaining an appropriate portfolio.
2021 Q4 Market Commentary
GreenUp Wealth Management reviews Q4 2021 market conditions, including corporate earnings, inflation, COVID-19, Fed policy, volatility, and GreenUp’s 2022 outlook.
What is Estate Planning and Why Is It Important?
Happy Holidays! As we gather with friends and family this time of year, many of us will reflect on who and what is important to us. This is a good time to think about estate planning and what persons and organizations we would want to leave our estate too. On this podcast we will discuss what estate planning is, why it is important, and what steps we at GreenUp recommend to ensure your wishes are carried out when you are no longer able to control your estate.
Why Chasing Returns Does Not Work and Why Asset Allocation Does
Avoid chasing returns with a disciplined asset allocation strategy designed around risk, goals, diversification, and long-term investment planning.
The Fix for the Broken Supply Chain
Understand the broken supply chain, what caused disruptions, how it affected inflation and markets, and what investors should keep in perspective.
The Five Ws of Infrastructure Spending and How to Invest For It
There is a lot of news coverage lately about infrastructure spending. On this podcast Daniel Greulich, Chief Investment Officer of GreenUp Wealth Management discusses the who, what, where, when, and why of infrastructure spending, and how to invest for it.
What is Sustainable/ESG Investing, and Is It Right for You?
Learn what sustainable and ESG investing means, including environmental, social, and governance factors, performance considerations, and values-based portfolio options.