Welcome to Greenspring University, an online resource center to provide perspective and insight into the issues we navigate in providing excellent service in the financial world. We hope perusing these examples gives you a valuable glimpse into how we think, and encourages you to check back frequently for updates.
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Featured Webinar
Playing the Odds
In this short webinar we’ll discuss the some simple strategies that have been proven to outperform the broad market over extended periods of time. Time – 5 minutes and 49 seconds.
View NowThe Conflicted World of Financial Services
In this brief webinar we’ll review some of the examples of conflicts of interest embedded in the brokerage industry’s compensation models and how Greenspring has attempted to overcome these conflicts by aligning the interests of the client and advisor.
View NowInsights
Greenspring Pathfinder Report – Q1 2012
by J. Patrick Collins Jr., CFP®, EA
The Pathfinder Report provides Greenspring’s outlook on the markets and a review of performance of major indices as of March 31, 2012.
Institutional Client Alert – DOL Issues Final Fee Disclosure Regulations
by Joshua P. Itzoe, CFP®, AIF®
On February 2nd, the Department of Labor (DOL) released the final regulation related to fee disclosure.
The Greenspring Pathfinder Report – Q4 2011
by Joshua P. Itzoe, CFP®, AIF®
The Pathfinder Report provides Greenspring’s outlook on the markets and a review of performance of major indices as of December 31, 2011.
Workshops
Webinar – The 7 Secrets Your 401(k) Advisor (or Provider) Doesn’t Want You To Know
by Joshua P. Itzoe, CFP®, AIF®
May 17, 2012
1:00pm-2:00pm
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