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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.
Make Lemonade: Offsetting Gains with Losses
Investment losses offer an opportunity to make lemonade. In this video, Kyle Barclay, Senior Vice President and Wealth Advisor at GreenUp Wealth Management explains how to offset capital gains with capital losses- a valuable strategy for investors to reduce their...
2021 Q3 Market Commentary: P/E Compression
Period ending September 30, 2021 An Expensive Market? On the surface, the U.S. stock market seems expensive, but is it really? The price-to-earnings ratio (P/E ratio) is used to determine the relative value of stocks and is calculated by taking a company’s stock...
The Five Ws of Infrastructure Spending and How to Invest For It
There is a lot of news coverage lately about infrastructure spending. On this podcast Daniel Greulich, Chief Investment Officer of GreenUp Wealth Management discusses the who, what, where, when, and why of infrastructure spending, and how to invest for...
What is Sustainable/ESG Investing, and Is It Right for You?
When sustainable investing represents 36 percent of all professionally managed investments worldwide, it is certainly something worth learning about. In 1995 sustainable assets totaled $639 billion and just 15 years later, by the beginning of 2020, that amount...
Should You Invest in Cryptocurrency?
On this podcast we answer the question: Should You Invest in Cryptocurrency? We discuss what cryptocurrency is, how it works, and the pros and cons of this relatively new asset...
Should You Worry About Inflation?
INFLATION! The financial news media has latched onto a recent rise in inflation creating concern among some investors. The question is: should you worry? The answer depends on long term trends, your financial situation, and your overall financial plan....
2021 Q2 Market Commentary: What a Difference a Year Makes
period ending June 30, 2021 Reflecting back to 2020 Q2 Is the market really up 41% in a year? At the end of June 2020, the S&P 500 Index closed at 3050.20 with many lingering questions around a global pandemic, the economic impact of the pandemic’s global...
What You Need to Know About Taxes in Retirement
Your retirement income affects more than just taxes. We'll discuss what you need to know about taxes in retirement, and share strategies that will let you keep more of your hard-earned...
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?
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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