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…

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5 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)…

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Charity, Charitable Contributions, Donate, Gratz Park Private Wealth, Lexington, Kentucky

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.   …

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College Expenses, 529 Plans, Gratz Park Private Wealth

  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…

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