Blog
A quick note on the Middle East and Markets
Recent headlines surrounding tensions involving Iran and the broader Middle East have understandably raised questions from investors. When geopolitical risks rise, markets can experience short-term volatility as participants assess...
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What a Well-Lived Life Teaches Us About Wealth
January has a way of slowing us down, even when everything else feels like it’s moving fast. It’s a month that invites reflection—on time, on people we love, and on what truly lasts. This January, those reflections arrived from two very...
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2026: Clear Thinking, Disciplined Investing, and Perspective
Happy New Year!We’re excited to begin 2026 with you. No matter what storms or blue skies we experience together, our role remains consistent: to help remain informed, disciplined, and confident as markets evolve.Our CommitmentsOur work...
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Mutual Funds: Know Your Costs, Risks, and Alternatives
Mutual Funds: Know Your Costs, Risks, and Alternatives. Many investors own mutual funds without fully understanding the fees, tax consequences, or alternatives available to them.
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The Art of Spending Money by Morgan Housel — A Fresh Look at How to Spend Wisely
The Art of Spending Money — by Morgan Housel At Glenwood, we often say that “Wealth management – it’s not just money. It includes values, traditions, knowledge, memories, and so much more.” Morgan Housel’s new book, The Art of Spending...
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Trump, Geopolitics, and Uncertainty
Markets today feel unlike any other. Politics, global tensions, and shifting economic winds create plenty of noise—and plenty of anxiety. At Glenwood Financial Partners, we believe uncertainty is not something to fear but something to...
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Glenwood Insights: Navigating What's Next
From “Vibes” to Vision: Navigating What’s Next for Your Wealth Are stocks on the edge of a major shakeout—or are they poised for another surge, with Big Tech again leading the way as in the late 1990s? Is the U.S. economy slipping...
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Family, Foundations, and a Farewell to a Remarkable Life
This June, we marked nine years since founding Glenwood Financial Partners—an idea born from the desire to serve others with authenticity and stewardship at the center. As co-founders, Rick and I set out to build something more...
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Balanced approach with optimistic outlook despite seasonality*
*Note: “Seasonality” refers to an old adage that the period from May through October has been a less reliable time of year for market growth Market Recap: Earnings Resilience, Policy Tailwinds, and a Constructive Outlook Lower...
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Trump 2.0 has begun…
Investors should always put an amount of safe money to the side for living, emergencies, and peace of mind. "Laws are like sausages; it is better not to see them being made." Thankfully, if you choose to participate in markets outside...
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Could Diversification Make a Comeback in 2025?
We believe clients should first protect hard earned assets—diversification is still key! As the S&P 500 continues its impressive rally, diversification strategies such as investing in dividend-paying stocks, value stocks, small-caps,...
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Are We Ready for a Small-Cap Comeback?
Are We Ready for a Small-Cap Comeback? Small caps have been sidelined for years. While post-pandemic rallies boosted many stocks, small caps missed out. The 2022 tech slump and broader market correction prolonged their drought. But a...
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Historical Reality: Economic Engines, Not Politics, Drive Stock Market
The contentious U.S. presidential election is over. Given the roughly even split among voters, it’s understandable that many of our readers are disappointed while others are elated. When it comes to investing, however, emotions often...
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Mastering the Market: Navigating Fed Policy, Inflation, and Customized Solutions
When will the Fed cut rates? Is inflation here to stay? Will inflation impact my investments? We’re here to guide you through these questions and many more. Glenwood’s portfolio management is led by Michael, now in his 31st...
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2024 Maximum Social Security Benefit
Steve Vernon, ContributorFeb. 16, 2024 What’s the most you can receive from Social Security? The answer is…it depends on your age, your work history, your marital status, and your retirement decisions. Let’s start with answering the...
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Learning Every Day – CPI vs. PCE
CPI* vs. PCE** The “CPI” (Consumer Price Index) gets major attention and is often cited in the headlines and among the media and talking heads as if it’s “the” measure of inflation. And market watchers often cite CPI movements as a...
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Believe Nothing You Hear…
“Believe nothing you hear, and onlyone half that you see.” – Edgar Allan Poe We’ve all heard financial commentators on TV and podcasts declaring, “The easy money has been made.” We strongly dislike that phrase because, first of all,...
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It’s About Time
(Time & Patience, that is) After peaking at the very start of 2022, the US equity market suffered a brutal bear cycle that also hit bonds and other asset classes. But now, almost two years after peaking, stocks are back to all-time...
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