Greenbelt Investment Advisors

Newsletters

Wealthy Colleges Face Expanded Endowment Tax

A new tiered tax rate on the endowments of wealthy colleges and universities could affect spending on financial aid, research, and other college programs.
HOT TOPIC: Will Tax Law Changes Impact Your Giving Strategy?

New tax rules will determine the deductibility of donations in 2026 for better or worse, which means taxpayers may want to rethink the timing and amount of their donations for 2025 and beyond.
Keeping Cool in Volatile Markets

Overreacting to market movements or trying to “time the market” by guessing its future direction can create additional risk that could negatively affect long-term portfolio performance.
Media Trends: Where Have All the Readers Gone?

The majority of Americans read few books over the last year, while the number of weekly podcast listeners has been rising.

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.
Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.
IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.
Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.