Q1 2023 – Quarterly Market Update Webinar

When looking at the current state of the economy, it seems like for every two steps forward, we take one step back. Despite challenges, there are signs that we may experience an economic “soft landing.”

Watch GreenUp’s 2023 Q1 Quarterly Market Update Webinar with Chief Investment Officer Daniel Greulich and CEO Tony Schmitt as they review the Federal Reserve’s progress against inflation, corporate earnings, the effects of high interest rates on the banking system, and what to expect for the rest of 2023.

Market Minute: The Yield Curve

GreenUp Wealth Management explains the yield curve, what Treasury yields signal about economic growth, inflation, investor confidence, and Fed policy.

Should You Take Social Security Early?

GreenUp Wealth Management explains when taking Social Security early may make sense, including age 62 benefits, retirement income, longevity, and health considerations.

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.

Market Minute: The Federal Funds Rate

What is the Federal Funds Rate? How does it affect consumers and businesses? Watch this short video to learn about how the Federal Reserve uses the Federal Funds Rate to influence inflation and the economy.

The United States Debt Ceiling

GreenUp Wealth Management explains the U.S. debt ceiling, how it affects government borrowing, market volatility, investor confidence, and financial planning.