Refreshing Perspective

Greenspring is an independent, fee-only firm specializing in wealth management and retirement plan consulting services.

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Articles

DOL Provides Relief for 2013 Annual Participant Fee Disclosures

The DOL recently issued Field Assistance Bulletin (2013-02) regarding the date for furnishing the required annual fee disclosure  notices under the 404a-5 participant disclosure rules.  Under 404a-5, the 2013 notice must be furnished no later than 12 months after the first notice was furnished (the deadline was August 30, 2012).  The Bulletin permits the 2013 […]

Whitepaper

The Jelly Bean Experiment

Many of you who attended our client appreciation event in September participated in an experiment we held to demonstrate stock market efficiency and the wisdom of crowds. In this whitepaper we reveal the results of our experiment and how jelly beans and the stock market have more in common than you may have originally thought. […]

Blog

Shrinking The Gap, Part 4- Rebalancing

We continue in our series of "Shrinking The Gap".  Today we are going to cover the value added disciplined of rebalancing.  Anyone that has an interest in investing has heard the term rebalancing- the act of bringing a portfolio back to its target weighting in various asset classes.  It typically involves selling the asset classes that […]

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