Access The Guidance &
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.
Saving & Investing
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.
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.
Read the latest information on how taxes can affect investing and personal finance decisions.
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.
While probate is an important part of the legal system, there are several reasons why it can be undesirable or problematic. Watch this video to learn why probate can be bad for beneficiaries and an estate.
Life is a journey filled with changes and transitions that can be opportunities for growth and personal development. On this podcast, we talk about transitions with Executive Coach Julie Maloney who explains the three-step pattern that all transitions follow, and...
Transcript: Hello, I’m Daniel Greulich, Chief Investment Officer at GreenUp Wealth Management. Today, we’ll take a look at the Federal Reserve's balance sheet and how it impacts inflation. The Federal Reserve's balance sheet is a record of its assets and...
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...
Cosmetic or Structural? Like many of you, I have lived in multiple houses. One of these houses was old. So old in fact, that on the county property assessor’s website, the property was listed as "Built in: Old" (as public records in the area only went back to...
Transcript: Hi, I’m Tony Marquez, Senior Vice President and Wealth Advisor with GreenUp Wealth Management. You may have heard that it’s best to delay taking Social Security benefits if you can afford to. In this video I’m going to cover the differences between...
Transcript: Hello. I’m Daniel Greulich, Chief Investment Officer at GreenUp Wealth Management. As the Federal Reserve debates whether to raise short term interest rates, I would like to take some time to talk about all treasury yields or the yield curve. In simple...
Transcript: Hi, I’m Tony Marquez, Senior 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...
Subscribe to get helpful financial resources sent straight to your inbox: