Dollar-Cost Averaging: A Disciplined Approach to Investing
If you have extra cash sitting in your investment and bank account, then you probably have asked yourself when is the right time to put the money to work. Is now the right time? Am I...
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Funding Your Child’s Future: Comparing 529 Plans and UTMAs
As you start a new chapter in life by becoming a parent, you quickly realize that this role brings with it a lot of responsibility. For some, that responsibility includes helping our children...
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Understanding Tax-Loss Harvesting: How Green Ridge Helps You Save on Taxes
Tax-Loss Harvesting: What is it & how do we use it at Green Ridge? Vanguard wrote a research brief in June of 2020 that attempted to quantify the value a financial advisor might bring to a...
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September Commentary
Wow! A lot has changed in a month! At the beginning of August, the stock market (S&P 500) was in the middle of what would become a 10% drop, and here we are at the end of the month back at...
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Paige Arnof-Fenn: Marketing is Everything (S1:E13)
Paige Arnof-Fenn: Marketing is Everything...
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Four Retirement Plan Options for Business Owners
Being a successful business owner is an extraordinary accomplishment. As our CEO, Bobby Mascia, likes to say, business owners wear many different hats. At Green Ridge, we like to unburden some...
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Cookie Empire & Life Balance: Bennett Maxwell’s Sweet Success (S1: E12)
Cookie Empire & Life Balance: Bennett Maxwell's Sweet Success (S1:...
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Understanding Your 401(k) Investment Options
Understanding the different categories of 401(k) plan investment options is extremely important and beneficial. Although these investment options might seem less significant compared to individual...
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