Our Blog
Insights & perspectives.
Financial insights, planning perspectives, and practical guidance from the Glenn Financial team.
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Your Business as an Asset
As tax season is right around the corner, you may be walking out of your accountant’s office with a tax bill you’re not too happy…
It's Not All Roses
As the year winds down, I always find myself slowing the pace a bit. There’s something about December that invites reflection—almost like tying a bow on the past twelve months before stepping into a…
Planning Is Not Strategy
This past week, my business partner Todd and I spent a few days planning our business strategy for 2026. Every year, we take time to step back, think about how we’re doing, and decide where we want…
Your Baby Is Ugly
Dear reader, thank you for sticking with me as I begin to build a base of readers. It’s been nearly a year since I’ve started this newsletter, and I have yet to get tired by it. I enjoy sharing…
Three Practices for Financial Contentment
A question I hear on a surprisingly regular basis is, “How are we doing compared to other people like…
Ways to Give to Charity
This past weekend, my family and I spent some time in Colonial Williamsburg. It’s really one of our favorite places to visit as the historical society has done a very good job of keeping the history…
Is My Portfolio Reflective of My Goals and Values?
For every investor, the purpose an investment plays in their life is different. The twenty-year-old has a significantly different outlook on their portfolio than an individual nearing retirement does…
Memo: "The Buffett Blueprint"
While recent headlines have focused on the sharp decline in tariffs, a much bigger shift in the investment world is quietly taking shape. Warren Buffett, the longtime CEO of Berkshire Hathaway, has…
One Percent Better
Many of my clients, and you, my readers, are not what I would consider new investors. Before working with me, many of you have had decades of working with other professionals along your financial…
Memo: "How Do We Move Past Our Financial Mistakes?"
That’s never a question you want to be asking yourself. But let’s be honest—we all have. It’s a gut-punch moment, one that can shake your confidence and make you second-guess everything. I know…