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The Greenard Index

Kevin Greenard: Good quality portfolio can help manage stock market fears

Kevin Greenard: Good quality portfolio can help manage stock market fears

World events impacting investor sentiment occur every year, but financial markets have always found a way to survive.
Kevin Greenard: What we can learn from 100 years of presidential elections

Kevin Greenard: What we can learn from 100 years of presidential elections

Regardless of who is elected U.S. president, our prediction is that the stock market will keep chugging along, with periods of volatility, and positive performance over time.
Kevin Greenard: Words of wisdom from decades of client discussions

Kevin Greenard: Words of wisdom from decades of client discussions

Here are the Top 10 words of wisdom that we have absorbed from client discussions over the years .
Kevin Greenard: Simplifying finances has many benefits

Kevin Greenard: Simplifying finances has many benefits

Have accounts at different institutions scattered across the city? Maybe it鈥檚 time to think about consolidating.
Kevin Greenard: Portfolio Managers and clients build mutual trust

Kevin Greenard: Portfolio Managers and clients build mutual trust

Kevin Greenard: Large savings to transition to direct holdings

Kevin Greenard: Large savings to transition to direct holdings

Kevin Greenard: Cash allocation and time horizon go hand-in-hand

Kevin Greenard: Cash allocation and time horizon go hand-in-hand

Kevin Greenard: Market weighted indexes are concentrated

Kevin Greenard: Market weighted indexes are concentrated

Kevin Greenard: Preparing a corporate tax package and keeping track of important dates

Kevin Greenard: Preparing a corporate tax package and keeping track of important dates

Kevin Greenard: Lifetime Capital Gains Exemption is a need to know for business owners

Kevin Greenard: Lifetime Capital Gains Exemption is a need to know for business owners