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Home
Blogs
The Greenard Index
The Greenard Index
Kevin Greenard: The gift of financial literacy
To have a little fun on a topic that might not be intuitive for every parent, we have created the financial literacy version of the 12 Days of Christmas
Dec 17, 2021 12:00 PM
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The Greenard Index: 10 things to prepare for as an Executor
Responsibilities range from securing the home the deceased lived in, making financial decisions, filing income tax returns, satisfying creditors, to making funeral arrangements.
Dec 11, 2021 12:45 PM
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Kevin Greenard: Blended families need a blended Total Wealth Plan
Opening the communication channels is key when helping couples in blended family situations.
Dec 4, 2021 12:01 PM
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Kevin Greenard: Do-it-yourself investing — 10 common mistakes
Although trading platforms have become easier, and news has become more plentiful, the management of money has never been more challenging.
Nov 27, 2021 12:00 PM
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Kevin Greenard: Template for getting second opinions
Second Opinion Series, Part 3 of 3: Tips on getting another view on your investments
Nov 20, 2021 6:00 PM
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Kevin Greenard: Getting a second opinion: Where to go? Who to see?
Second Opinion Series, Part 2 of 3: Tips on getting a second opinion on your investments
Nov 13, 2021 12:00 PM
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Kevin Greenard: 14 reasons to seek a different perspective
Part 1 of 3 of the Second Opinion Series
Nov 6, 2021 7:30 AM
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Kevin Greenard: Simplify and consolidate accounts
Tips for consolidating your investment accounts
Oct 29, 2021 12:00 PM
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Kevin Greenard: Meeting frequency with clients
When we first meet with potential clients, we will typically have four meetings in the first month. These meetings are done to gather information, share information, open accounts, and complete any required forms.
Oct 22, 2021 8:37 PM
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Kevin Greenard: Pushing proprietary products
Brokerage firms, banks, and insurance companies often create their own in-house product, referred to as proprietary products. They are proprietary because they can only be sold by the firm that created it.
Oct 15, 2021 12:00 PM
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