Q3 2023 Market Commentary “(Sittin’ On) The Dock of the Bay”
GreenUp Wealth Management reviews Q3 2023 market trends, interest rates, inflation, consumer strength, economic uncertainty, and portfolio positioning.
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.
What is Estate Planning (and Why is it Important)?
Estate planning is an essential aspect of your overall financial plan, and it can give you peace of mind knowing that your affairs are in order, your loved ones are provided for, and your wishes will be carried out after you are gone. Watch this video to learn how an estate plan impacts the future, your finances, and your family.
2023 Q2 Quarterly Market Update Webinar
The economy is significantly better today than what was expected at the beginning of 2023. Wage growth has led to continued consumer spending. Inflation remains an issue although it is much improved. How will this affect the Federal Reserve’s interest rate policy for the rest of the year? Is the economy still on track for a “soft landing?”
Watch GreenUp’s 2023 Q2 Quarterly Market Update Webinar with Chief Investment Officer Daniel Greulich and CEO Tony Schmitt as they review wages, consumer spending, interest rates, fixed-income investing, and market valuations.
Q2 2023 Market Commentary “Inflation, Inflation, Inflation”
GreenUp Wealth Management reviews Q2 2023 market trends, inflation, interest rates, recession risk, consumer strength, and portfolio positioning.
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.
Wage Inflation
Wage increases allow workers to increase or maintain their standard of living, which is usually good for the economy. However, wage increases can also contribute to inflation. How can this happen? Watch this latest video by GreenUp’s Chief Investment Officer Daniel Greulich to learn about a wage-price spiral and how it affects the economy.
Why You Should Never Write a Check to Your Favorite Charity
Why should you never write a check to your favorite charity? Because there are better ways to support the causes that you care about. Watch this video to learn about two strategies that will mutually benefit both you and the organizations that do good for others.
Make Lemonade: Offsetting Gains with Losses
Investment losses offer an opportunity to make lemonade. In this video, Kyle Barclay, Senior Vice President and Wealth Advisor at GreenUp Wealth Management explains how to offset capital gains with capital losses- a valuable strategy for investors to reduce their tax bill.
Spousal Social Security Benefits
Spousal Social Security benefits provide financial support to married individuals who may not have earned enough Social Security benefits on their own, or have lower benefits compared to their spouse’s. In this video Tony Marquez, Senior Vice President and Wealth Advisor at GreenUp Wealth Management, explains how these benefits work and discusses spousal benefit claiming strategies that can help married couples maximize their combined Social Security benefits over their lifetimes.