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Articles


Mar 44 min read
Decoding the Roth IRA Conversion: Is It Right for You?
There's a lot of buzz around Roth IRA conversions, and for good reason. Converting your traditional IRA can be a powerful financial move,...
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Feb 182 min read
Rethinking Defensive Equities: Valuation Matters
For decades, investors have sought "defensive" equities—stocks that hold up during market downturns. Traditional thinking favors stable,...
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Jan 151 min read
Why it is so hard to outperform the stock market
Our founder and Chief Investment Officer is interviewed about why it is so hard to outperform the stock market. At Greenline Partners,...
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Nov 19, 20244 min read
Why the S&P 500 Deserves a Higher P/E Multiple Than History Suggests
Executive Summary Current Valuation Perspective :Â The S&P 500's current P/E of 27 may appear high historically, but it doesn't signal a...
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Nov 12, 20241 min read
Living a Long and Fulfilling Life in Retirement
In wealth management, we are always focused on saving enough money to get through retirement, but relatively little effort is spent on...
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Nov 8, 20241 min read
The importance of fees and taxes
One of the key characteristics of a good financial advisory firm is alignment with clients and minimal conflicts of interest. But what...
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Oct 28, 20241 min read
Simple beats complex: Buy and hold beats hedge funds after fees and taxes
At Greenline Partners, we leverage many invaluable lessons from our experience at the world’s largest hedge fund—not just about effective...
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Oct 24, 20241 min read
Greenline: It started with Dad
Many friends and clients ask about the origin of our company, below is how it all started over 12 years ago. It started with Dad. His...
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