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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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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

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...

Minimizing Unexpected Taxes

Minimizing Unexpected Taxes

Mutual funds often spin off a significant amount of dividends and capital gains at the end of the year, causing unexpected tax problems. What can you do to mitigate the impact of these distributions on your finances? On this podcast we will walk you through your...

2021 Q4 Market Commentary

2021 Q4 Market Commentary

period ending December 31, 2021 The Tug-of-War Between Growth and Inflation: Which Will Win? In every economic period there are a myriad of forces that pull the market in different directions. As we begin 2022 the most significant forces are corporate earnings...

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