Deneault & Greyard

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Understanding credits and deductions is one of the critical building blocks to making the tax code work for you.
07/17/2026

Understanding credits and deductions is one of the critical building blocks to making the tax code work for you.

When you take the time to learn more about how it works, you may be able to put the tax code to work for you.

Medicare doesn’t have to be a complicated topic. Here we break down the basics of Medicare, and what you need to know to...
07/15/2026

Medicare doesn’t have to be a complicated topic. Here we break down the basics of Medicare, and what you need to know to qualify. Read more here:

Learn all about Medicare basics in this informative and insightful article.

Rebalancing = restoring a portfolio to its original risk profile. Are you feeling a little off balance?
07/13/2026

Rebalancing = restoring a portfolio to its original risk profile. Are you feeling a little off balance?

Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.

What’s the difference between a General Obligation bond and a Revenue bond?
07/10/2026

What’s the difference between a General Obligation bond and a Revenue bond?

Gaining a better understanding of municipal bonds makes more sense than ever.

Markets posted solid second-quarter gains as investors responded to upbeat economic reports, continued diplomatic effort...
07/09/2026

Markets posted solid second-quarter gains as investors responded to upbeat economic reports, continued diplomatic efforts in the Middle East, and strong first-quarter corporate numbers. The S&P 500 rose 14.87%, the Nasdaq gained 21.41%, and the Dow picked up 12.90%, while Canada’s S&P/TSX Composite added 6.37%. Looking ahead, markets may continue to react to Middle East updates, oil prices, inflation trends, and the pace of global commerce through the Strait of Hormuz. From U.S. home price growth to Canadian housing forecasts, this quarter’s by-the-numbers highlights the data behind one of North America’s most closely watched markets.

Stocks saw solid gains in the second quarter, riding a wave of enthusiasm over upbeat economic reports, ongoing diplomatic efforts in the Middle East, and strong first-quarter corporate numbers.

Medicare takes a little time to understand. As you approach age 65, familiarize yourself with its coverage options, cost...
07/08/2026

Medicare takes a little time to understand. As you approach age 65, familiarize yourself with its coverage options, costs, and limitations.

How Medicare can address health care needs in your retirement strategy.

Currency has been around for a long time. Here's a quick history lesson.
07/06/2026

Currency has been around for a long time. Here's a quick history lesson.

There are many factors to consider before tapping retirement money to pay for college.
07/03/2026

There are many factors to consider before tapping retirement money to pay for college.

There are three things to consider before dipping into retirement savings to pay for college.

Even if you’re young and single, you should still consider protecting yourself with insurance.
07/01/2026

Even if you’re young and single, you should still consider protecting yourself with insurance.

Even if you’re young and single, you should still consider protecting yourself.

07/01/2026

Financial freedom is freedom.

It's the freedom to have options.

If you could no longer work tomorrow, it's having the savings and investments to cover your expenses.

It's not having to constantly worry about money.

Happy 4th of July! 🇺🇸

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5950 Fairview Road, Suite 250
Charlotte, NC
28210

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