Notable Trends Entering Year End: 4th Quarter Commentary
The U.S. Stock Market has been roaring this year, up more than 20% year to date. The Federal Reserve has kicked off a rate-cut cycle with a half a percent cut in September. The market is...
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Navigating Philanthropy: A Guide to Charitable Giving Options
When it comes to philanthropic giving, understanding the different methods and their implications can help you make informed decisions that align with your financial goals and charitable intentions....
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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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