Investing
Women Investors: Planning for More
No Matter Where You Are or Where You’re Going Successful businesswoman, entrepreneur, artist, mother, wife, mentor, leader, community activist: Whether for your education, career, or family, you probably had a plan to help you reach your goals. And as a woman, you have likely faced unique financial challenges, challenges that make proactive planning and investing…
Read MoreSee How We Give the Information You Need – When You Need It
In addition to a carefully constructed long-term financial plan, working with Gratz Park Private Wealth gives you ready access to vital information. Whether it’s logging in to Client Access to track all of your accounts in one secure place or reviewing important investment disclosures, you can get the information you need – when you need…
Read More5 Ways to Get the Power of Dividends to Work for You
Everyone likes to get paid. Did you know that you can get paid as an investor, too? How? Through the power of dividends. When a company earns a profit, there are two main places where the money can go: The profits can be put back into the company to expand operations (by purchasing additional equipment)…
Read MoreCharitable Contributions: Where, Why, and How
A new year (and decade) is upon us. As we look forward to the new year, we are filled with thoughts of new possibilities and possibly even some resolutions. As such, you may be wondering what more you could do to increase your charitable contributions in 2020, or feel ready to make some donations. …
Read More529 Qualifying Expenses: Demystified
Education costs can be costly. There are many pieces to consider, such as tuition, books, room and board, and other smaller expenses that can burn through any savings like a wildfire. If you are planning ahead on education costs, it may be wise to look into getting a 529 Plan. What is…
Read MoreWhat This Year’s Kentucky Derby Can Teach You About Your Investment Strategy
The first Saturday in May is always an exciting time in the Bluegrass state. With the pageantry of derby hats, colorful ensembles, spring flowers and the singing of “My Ol’ Kentucky Home” culminating in the run for the roses, you know you’re in for a wild ride! The running of the Kentucky Derby has been…
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