Greenbelt Investment Advisors

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Consumer Sentiment: Do Americans See Brighter Days Ahead?

Why do policymakers pay attention to how consumers are feeling, and what’s behind Americans’ lack of confidence?
Investor, Know Thyself: How Your Biases Can Affect Investment Decisions

While traditional economic models assume that people make rational decisions, most humans don’t think like robots. This article summarizes some common biases that can influence financial decisions.
How a Family Limited Partnership Can Power an Estate Plan

A family limited partnership is a legal agreement that enables business owners and their heirs to address succession, estate, and tax planning needs, all at once.
HOT TOPIC: Real Estate Roundup: Feeling the Impact of Higher Rates

This article discusses why the values of U.S. commercial property and homes have performed differently and how lingering weakness in the real estate sector could affect the economy.

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.
Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.
Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.