Nov 194 min readMarket ResearchWhy the S&P 500 Deserves a Higher P/E Multiple Than History SuggestsExecutive Summary Current Valuation Perspective : The S&P 500's current P/E of 27 may appear high historically, but it doesn't signal a...
Nov 121 min readFinancial PlanningLiving a Long and Fulfilling Life in RetirementIn wealth management, we are always focused on saving enough money to get through retirement, but relatively little effort is spent on...
Nov 81 min readInvestment InsightsThe importance of fees and taxesOne of the key characteristics of a good financial advisory firm is alignment with clients and minimal conflicts of interest. But what...
Oct 281 min readInvestment InsightsSimple beats complex: Buy and hold beats hedge funds after fees and taxesAt Greenline Partners, we leverage many invaluable lessons from our experience at the world’s largest hedge fund—not just about effective...
Oct 241 min readAt GreenlineGreenline: It started with DadMany 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...