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White Papers

Whitepaper: Best Practice Financial Advice for Physicians

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Please find our most recent whitepaper, "Best Practice Financial Advice for Physicians" by clicking the link below.

Physician White Paper

03/10/2017 Tagged , , ,


2017 IRS Indexed Qualified Plan Limits

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The IRS recently released indexed dollar limits to qualified retirement plans for 2017.

10/28/2016


Moments of (k)larity® – Q2 2015

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In this edition of Moments of (k)larity – Q2 2015, Greenspring's newsletter for 401(k) participants, we cover:

  • Happy 6th Birthday Bull Market!
  • Investors Are Still Their Own Worst Enemies
  • The Most Powerful Statements You Can Tell Yourself
  • Why Didn't

04/27/2015


The Jelly Bean Experiment

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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 …

12/04/2014


Moments of (k)larity® – Q4 2013

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In this edition of Moments of (k)larity – Q4 2013Greenspring’s quarterly newsletter for 401(k) participants, we cover:

  • A Review of Market Performance
  • Simple Investing Trumps Complex Investing
  • How Politics Can Negatively Impact Portfolio Performance
  • The Benefit of Diversification

11/12/2013


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