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Get market commentaries quarterly that provide an overview and perspective on previous activity.


Find information and education on investing to understand how it works in conjunction with financial planning.

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Learn the components of financial planning and why each one can be part of building personal wealth.

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Explore the options for protecting and preserving personal wealth for future generations.


Read the latest information on how taxes can affect investing and personal finance decisions.

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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

The ABCs (and Ds) of Medicare

Healthcare costs are a major concern in retirement, but Medicare can help. With nearly 97% of seniors covered by Medicare, understanding your options is crucial whether you’re already retired, planning ahead, or helping family members. This informative video...

2021 Q1 Market Commentary

2021 Q1 Market Commentary

period ending March 31, 2021 “Time in the market beats timing the market.” – investing adage What Happened in the First Quarter? The US stock market continued to climb, reaching new highs, while the MSCI index (an index of international stocks) reached levels not...

Will Your Taxes Go Up?

Will Your Taxes Go Up?

Over the past several years the federal government has been on a spending spree, while at the same time cutting taxes. Does this mean you will be paying more in taxes soon? Modern Monetary Theory vs. Conventional Thinking If you borrow money, you have to pay it...

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