Tax-Loss Harvesting
Pros and Cons of Tax-Loss Harvesting Successfully managing wealth in the stock market is much more than just making the right stock or ETF selection. It requires a thorough understanding [...]
Inflation Market Volatility and Long Term Goals
Every morning as I enjoy my coffee before getting ready for work, I put on CNBC and listen to what the “experts” have to say about what is moving the [...]
Strengthening of the U.S. Dollar and its Impact
As many of us have seen, the United States dollar has been strengthening in relation to many of the other global currencies. Typically, when people see the dollar strengthening, they [...]
Market Psychology
What is the psychology of the market and why should investors care? In the current period of higher volatility, higher inflation, higher interest rates, higher prices (for what seems like [...]
Read our 1st Newsletter for Recapping Quarter 1 of 2022
FROM THE OPENING DAYS OF 2022, investors were taken on a wild ride during a first quarter that featured wide swings in stock, bond, and commodity markets around the [...]
The beginning of the end of globalization
The end of World War II marked a new beginning for the global economy; it propelled transnational trade into new heights and paved the path for major global trade agreements [...]
How To Get Big Tax Breaks and Large Contributions for Retirement Savings
Defined benefit retirement plans allow high income, self-employed professionals, and owners of small businesses to make the largest IRS approved tax-deductible contributions each year, often $150,000 or more. These plans [...]
DBusiness’ Top Corporate Culture Award Finalist
Greystone Financial Group was nominated and a finalist for the DBusiness' Top Corporate Culture Award and we are so proud to be recognized as one of metro Detroit's best places [...]
Market Corrections and Why They can be Healthy
Two of the hot-button topics you hear every time you turn on CNBC these days or read your favorite stock market blog are “market corrections” and “are we in the [...]
The Importance of Investing as a Young Professional
Today’s world is filled with young professionals looking for instant gratification or get rich quick ideas. However, with increased media coverage focused on the stock market more than ever we [...]
Kristie Guadiano Crain’s 2020 Notable Women in Finance
Kristie Guadiano Divisional Director, Employer Retirement Plans, Greystone Financial Group LLC “Kristie Guadiano is a thought leader with a reputation for being on the leading edge of her industry,” [...]
The Greystone Financial Team Sponsors a Wish For Emma
Greystone Financial is generously sponsoring wish child Emma! On sunny days, 5 year old Emma can be found enjoying the great outdoors. She especially loves riding her bike! Not [...]
Charitable Giving
In 2021 the standard deduction1 is $12,550 for single filers and married filing separately, $25,100 for joint filers and $18,800 for head of household. Due to the high standard deduction, [...]
Bubbles…
Bubble. A bubble is a word used to refer to a good or fortunate situation that is isolated from reality or unlikely to last. As applied to an investable asset, [...]
What is a Safe Withdrawal Rate for Retirees?
Retirement is very different today than it was even just a decade ago. In many ways, it’s far richer and much more fulfilling. People are staying healthier and living longer. [...]