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...
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....
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 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...
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...
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...
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...
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...
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...
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...
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