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Total: 30 results found.

Don't be Fooled by The January Barometer

Created on Wednesday, 20 January 2016. Posted in Main Content/Grecu Capital Management Blog

... gets there financial insights from CNBC you might be convinced that as January goes, so goes the year.  Listening to CNBC earlier this week, the news reporters kept referring to something called ...

Benchmarks, Divergency and Volatility Impact

Created on Tuesday, 15 December 2015. Posted in Main Content/Grecu Capital Management Blog

... to December 31, 2005 Lastly, let’s look at the 2-year period following the financial crisis of 2008.  Again, the S&P 500 lagged behind all but one of the major global equity asset classes as ...

Timely and Trusted Forecasts!??

Created on Wednesday, 05 March 2014. Posted in Main Content/Grecu Capital Management Blog

... a disciplined buy-and-hold strategy but a source of exasperation for many investors who trust in the advice and business forecasts of large financial publications such as Kiplinger Magazine.  Kiplinger's ...

Who Has the Midas Touch?

Created on Thursday, 08 March 2012. Posted in Main Content/Grecu Capital Management Blog

... but the underlying principles of reinvestment and compound interest require no special knowledge. Every financial professional can point to individuals who have accumulated substantial real wealth from ...

Will you work with our CPA, attorney and other professional contacts?

Created on Thursday, 04 August 2011. Posted in Main Content/faq

Absolutely. Working with your professional team is critical to your financial plan’s success. Many of our clients look at us as quarterback or CFO of their financial team, making sure that the various ...

Our Clients

Created on Tuesday, 02 August 2011. Posted in Main Content/about

... objective fee-only advisor Could manage their own financial affairs, but know that time is better spent enjoying life and doing what they do best Desire a long-term professional relationship Know ...

About Grecu Capital Management, Inc.

Created on Wednesday, 20 July 2011. Posted in Main Content/about

Founded in 2001, Grecu Capital Management, Inc. is an independent 100% fee-only wealth management firm providing investment management and financial planning for high net-worth individuals and families, ...

A Political Circus, Not a Financial Crisis

Created on Tuesday, 19 July 2011. Posted in Main Content/Grecu Capital Management Blog

... you to know is that this is more a political crisis than a financial crisis. But what surprises me more is the dire predictions, just like early 2009, of a financial Armageddon if US debt is downgraded ...

Important Disclaimer

Created on Thursday, 30 June 2011. Posted in Main Content/main

Advisory Services are offered through Grecu Capital Management, Inc. (GCM).  GCM does not render or offer to render personalized investment advice or financial planning advice through this web site. Advice ...

Medical Professionals

Created on Thursday, 09 June 2011. Posted in Main Content/who we serve

... than any professional, the need for independence in their financial advisor and have found a trusted home with Grecu Capital Management, Inc.  At GCM, we recognize that many successful medical professionals ...

Step 6

Created on Friday, 03 June 2011. Posted in Main Content/process

Step 6: Ongoing Wealth Management Financial Planning should always be viewed as an ongoing, lifelong process.  Upon completion of the implementation phase, the client's Financial Plan is maintained ...

Step 5

Created on Friday, 03 June 2011. Posted in Main Content/process

Step 5: Plan Implementation Implementation of the Financial Plan is accomplished through the Wealth Management Process.  The Wealth Management Process is administered through regular progress ...

Step 4

Created on Friday, 03 June 2011. Posted in Main Content/process

Step 4: Plan Presentation Your Financial Plan and Wealth Management Assessment are delivered.  Recommendations are discussed and implementation steps are reviewed.  Investment philosophy ...

Step 3

Created on Friday, 03 June 2011. Posted in Main Content/process

Step 3: Analysis and Plan Preparation Your original financial documents are organized and placed in a Personal Financial Organizer binder for convenient future reference.  Using our Wealth Management ...

Step 2

Created on Friday, 03 June 2011. Posted in Main Content/process

Step 2: Information Gathering and Assessment At the second meeting, your financial documents (tax returns, investment and retirement plan statements, insurance policies, loan documents, wills, trust, ...

Step 1

Created on Friday, 03 June 2011. Posted in Main Content/process

Step 1: Initial Interview The purpose of the initial interview is twofold; to provide valuable perspective on your current financial condition and to define the scope of the engagement.  Through ...

Is it mandatory to begin with financial planning services?

Created on Thursday, 02 June 2011. Posted in Main Content/faq

Yes, unless detailed planning work has been done just prior to engaging Grecu Capital Management, Inc. We consider financial planning to be a core feature of our wealth management offering.  In order to ...

What is the difference between an RIA and a traditional stock broker?

Created on Thursday, 02 June 2011. Posted in Main Content/faq

... similar titles used by Brokers such as financial advisor, financial consultant, or financial planner. The nature of a Broker's compensation and his/her relationship with his/her employer might seriously ...

What is a Fee-Only Financial Advisor?

Created on Thursday, 02 June 2011. Posted in Main Content/faq

Fee-only financial planners are compensated by their clients exclusively. They are not paid commissions or trail fees, nor do they receive any other form or compensation from third-party vendors. Fee-only ...

401(k) Retirement Plans

Created on Thursday, 02 June 2011. Posted in Main Content/services

... done on-site at your company and at your convenience, cover retirement planning, investment management and financial planning.  Our workshops are generally every six-months, but could be more frequent ...