The Greenard Index

Learn all about switch trades, when a position is simultaneously sold from a model portfolio and another position is bought with the proceeds.

A model portfolio is a basket of holdings – cash, fixed income, and equities – that an advisor combines to achieve an investment objective or risk tolerance level.

Get a grip on settlement terms, to help interpret your own investments.

In our experience, as many individuals age they focus on their retirement planning and ensuring that they have enough funds invested to support their desired lifestyle throughout their retirement.

Estate planning articles often focus on how to estate plan for yourself. They seldom address that as our parents age, we may be required to provide care for them, and by extension of that ensure that their affairs are in order.

A Personal and Household Effects Memorandum is a more flexible alternative to itemizing every specific small asset in your will.

The third in a series of estate planning information and tips from Kevin Greenard.

The second in a series of estate planning information and tips from Kevin Greenard.

The first in a series of estate planning information and tips from Kevin Greenard.