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The Greenard Index

Kevin Greenard: The gift of financial literacy

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
The Greenard Index: 10 things to prepare for as an Executor

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.
Kevin Greenard: Blended families need a blended Total Wealth Plan

Kevin Greenard: Blended families need a blended Total Wealth Plan

Opening the communication channels is key when helping couples in blended family situations.
Kevin Greenard: Do-it-yourself investing — 10 common mistakes

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.
Kevin Greenard: Template for getting second opinions

Kevin Greenard: Template for getting second opinions

Second Opinion Series, Part 3 of 3: Tips on getting another view on your investments
Kevin Greenard: Getting a second opinion: Where to go? Who to see?

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
Kevin Greenard: 14 reasons to seek a different perspective

Kevin Greenard: 14 reasons to seek a different perspective

Part 1 of 3 of the Second Opinion Series
Kevin Greenard: Simplify and consolidate accounts

Kevin Greenard: Simplify and consolidate accounts

Tips for consolidating your investment accounts
Kevin Greenard: Meeting frequency with clients

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.
Kevin Greenard: Pushing proprietary products

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.