Access The Guidance &
Education You
Empowering investors at all stages in life to “think” about their “wealth” and plan for their financial futures by providing educational resources on a variety of topics. If you have questions or would like to discuss your finances with a professional, we’re always here to help.
Resources for
Getting Started
Resources for
Saving & Investing
Resources for
Nearing &
In-Retirement
Insights
Market Updates
Get market commentaries quarterly that provide an overview and perspective on previous activity.
Investing
Find information and education on investing to understand how it works in conjunction with financial planning.
Financial Planning
Learn the components of financial planning and why each one can be part of building personal wealth.
Legacy & Estate Planning
Explore the options for protecting and preserving personal wealth for future generations.
Taxes
Read the latest information on how taxes can affect investing and personal finance decisions.
Additional Insights
Looking for more? Get educational articles on a variety of topics that provide the guidance you deserve.
The GreenUp Possibilities Podcast
Our financial podcast was built to empower listeners with information about what is possible, improbable, and nearly impossible with money, brought to you by GreenUp Wealth Management.
All Resources
Should You Take Social Security Early?
Transcript: Hi, I’m Tony Marquez, Vice President and Wealth Advisor with GreenUp Wealth Management. Have you ever thought about taking Social Security early instead of waiting until full retirement age? In this video I’m going to discuss what you should...
What’s So Special About Tax Planning?
Transcript Hi, I’m Kyle Barclay, Senior Vice President and Wealth Advisor at GreenUp Wealth Management. It’s that time of the year when just about everyone in America is busy doing what just about everybody in America hates to do: preparing and filing tax returns....
Market Minute: The University of Michigan Consumer Sentiment Survey
Transcript Hello. I’m Daniel Greulich, Chief Investment Officer of GreenUp Wealth Management. Today, we’ll be examining how individuals feel about the U.S. Economy, specifically consumer sentiment. Consumer sentiment is a vital aspect of the economy, as it...
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...
Achieving Wellness – Improve Your Health & Live Your Best Life
What is wellness? Why is it important to your life? How can you set goals and develop healthy habits to achieve physical wellness? Our special guest is Jeremy Mullins, registered dietician at 1st Phorm and the Kentucky National Guard with over two decades of...
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. Transcript: Hello, my name is Daniel Greulich and I’m the...
The United States Debt Ceiling
Transcript: Hello. I’m Kyle Barclay, Senior Vice President and Wealth Advisor at GreenUp Wealth Management. In this video we’re going to discuss the U.S. Debt Ceiling. Let’s imagine a scenario: Your income just doesn’t cover all of your expenses and you have...
Market Minute: The Conference Board Leading Economic Index
The Conference Board Leading Economic Index pairs together multiple economic indicators in an attempt to forecast the health of the U.S. economy. Is the index predicting a recession? Transcript: Hello, my name’s Daniel Greulich, Chief Investment Officer of GreenUp...
Quarterly Market Update Q4 2022 Webinar Replay
2022 was a challenging year for investors, even though market fundamentals remained strong. GreenUp’s Chief Investment Officer Daniel Greulich discusses the “rolling recession,” inflation, recent FED policy on interest rate hikes and when they might stop, as well...
Focusing on Your Financial Wellness
Financial wellness is an important but often overlooked component of personal success. Many people believe that wealth and financial freedom are impossible to attain, but it doesn't have to be this way. With the right knowledge and tools, anyone can become...
Subscribe to get helpful financial resources sent straight to your inbox: