$250 Billion To Battle China
If you are keeping up to date on our blogs, you know we’re constantly talking about innovation and technology. Well, now Congress is talking about it too, and this means a BIG opportunity is on the horizon for smart investors. A bipartisan approval of the U.S. Innovation and Competition Act changes two big things: how […]Read Article
Inflation: Should we be worried?
What is inflation and why is it a concern? Inflation is the rise in costs for products and services. Inflation is a concern when prices move up higher than wages, making things more costly. The Federal Reserve controls monetary policy. If The Fed jumps in too quickly, it will curb growth. If gone unrecognized, it […]Read Article
What makes May interesting is that there are several variables driving the market. We call this current environment a market rotation. It’s a rotation from growth stocks to value stocks. We saw this at the beginning of the year when we bought equal-weighted S&P, small caps, and structured buffered notes for clients as a hedge […]Read Article
The Future Just Happened. Did You Miss It?
In the show Stranger Things, they refer to their alternative mirror world as the “upside-down.” Because of how strange it’s been, we have been calling our new, post-covid world, the “leap forward.” The metaphorical “leap forward” is to identify how quickly the adoption of innovation and technology has come since last March. Per a recent […]Read Article
“I had no idea my investments were tanking.”
April is financial literacy month. And for us, being financially literate starts with knowing what you have and where you have it. If you don’t know where your accounts are, you probably have no idea how your investments are performing. Neglecting your investments is a great way to sabotage your long-term financial goals. The Hold-Up […]Read Article
Different Account Types and Taxation
There are a number of different types of accounts, and understanding them all, let alone choosing which one is right for you, can be tricky without the help of a financial advisor. Below, we have broken down different types of common accounts and the unique benefits they can bring to you. The Most Common Types […]Read Article
New Administration, New Taxes
Does your household make over $400k? If you are filing with a household income that exceeds $400k or has a large net worth with intentions of leaving a legacy, we want to share some perspective on the taxes that could impact your returns. Below we will get into where and what to look for to […]Read Article
April Monthly Update: Trade vs. Investment Strategy
Trade vs. Investment Strategy I am at an interesting point in life as a person and an investor. I am old enough to remember pulling over to make a call on the payphones when my beeper went off, sprinting to the bathroom during commercials, and humming to the tune of the dial-up internet sound when […]Read Article
Can Investing in Innovation Companies be a Hedge?
In the past month or so, we have seen a lot of volatility in growth companies and technology. There are a few main storylines that are carrying a short-term shift from some of the top performers with fast-growing revenues to older companies with limited future growth potential but trading at lower valuations: “Inflation is going […]Read Article
Market Update: March 2021
It is mind blowing to think that we are right around the one year mark before Covid 19 changed our world as we know it. While 12 months seems like a lifetime ago, it is worth putting some perspective on how things are different, how some things are the same, and just generally get a […]Read Article
Bubbles and Overvaluations??
We were all so happy to get out of 2020, we didn't realize that we stepped out of one crazy cab and into a train wreck! Can't we have a slow news cycle for 1 month? With a strong stock market that threw many for surprise in 2020, we think people are underestimating the return […]Read Article
Innovation, Tech, 2021 and your Money...even when the power goes out
The innovation fast forward button was pushed during Covid and we are in a position to capitalize....but how?Read Article
Join Us- 2021 And Innovation
Disruption: Capitalize on how a Global Pandemic is leading to Global Innovation Join us for a 30 minute discussion to go over what happened in 2020 and how it has altered the way we look at opportunity moving into the future Choose a date & time that works for you below and RSVP using the […]Read Article
GRWP December Update
2020 Quick Timeline (Excluding the deaths of Kobe & 007, plagues, murder hornets, politics, locusts, and wildfires) S&P continues upward pace in Jan and Feb Covid becomes a global pandemic Economy Shuts Down Markets plummet The race to a vaccine is in Operation Warp Speed Fed reacts quickly to give stimulus packages Stay at home […]Read Article
Why cash doesn't work anymore!
For Property Managers, Real Estate Investors, Collateralized Loans, Non-Profits, Foundations, ESOP's, Corporate Cash Reserves. Gone are the days of fair interest rates on cash reserves. The Federal Reserve has signaled that interest rates will remain low in the future. The new administration has appointed Janet Yellen as Treasury Secretary, who is popular for her dovish […]Read Article
The Bitcoin Craze!!
Bitcoin and other cryptocurrencies have been all the rage and have come back into the spotlight after a steep increase in value, edging close to $20k per coin for the first time since 2017. The blockchain technology that it is based on is been said to be almost unhackable, but storage on the wallet used […]Read Article
12-1 Trend Update
Market Trend update from Jordan Kaufman, CFA, CFP: Over the last month, and especially over the last few weeks, we have seen increasing shifts in sentiment towards the “reopening trade”. The market has seemed to favor sectors of the market that benefit from a “return to normal” versus a long-term shift to the “stay at […]Read Article
Post-Election Note to Clients, November 2020 I hope everyone is staying healthy as COVID-19 continues to grab headlines both home and abroad. While this holiday season doesn’t seem to have the same family time and cheer as other years, there are some positive things to look forward to as vaccine hopes and a boiling recovery […]Read Article
Green Ridge Wealth Planning Adds Chief Investment Officer, Jordan Kaufman, CFA, CFP
I am noted for saying the 2 most important components of a strong relationship are communication and transparency. The heart of that statement is the relationship that I build with my clients. As the business continues to grow in all the right ways, I want to make sure I stick to my mantra. I have […]Read Article
Give Yourself a Tax Advantage
If your income is pie, then the federal government takes a hefty slice each year. A 2020 report from the Tax Foundation found a single average wage earner in the United States pays about 29.8 percent of their income in federal taxes. That’s about $18,368 in federal taxes and does not include state and local […]Read Article
5 Great Questions to Ask When Interviewing an Advisor
Debunking Retirement Plans
Investing DIY Mistakes
Pros and Cons of Mutual Funds
Truth About Financial Advisors
What to Know About Prepping for Retirement
Do I Need A Financial Planner?
Financial Planning with Green Ridge Wealth Planning
Your Guide to Financial Planning for Divorced Women
No one can fully understand how you feel while going through a divorce, from the emotional turmoil to the fear of uncertainty—it’s a living nightmare. What is important to remember is that you do not have to go through the divorce process alone. From financial planning to counseling, there are many organizations offering help lighten […]Read Article
What Causes Financial Problems?
Nobody wants financial problems. Unfortunately, however, circumstances out of our control, such as job loss, are what cause financial problems. For many people, this is a serious concern that is more than financial hardships. Think about this statistic from the United States Census Bureau for a minute when it comes to what causes financial problems: […]Read Article
Don't Fall Short on Your Goals
3 Considerations for Choosing between a ROTH and Traditional IRA
When planning not to run out of money in retirement, there is a lot more to consider than the current year’s tax deduction, which is the most common method for people preparing for retirement. What are the vehicles and how do they work? Individuals who are determining how invest for retirement are often proposed 2 […]Read Article
Elections and The Market
Historically, how does a presidential election fare on the markets? We have all been told that buy and hold is the long term strategy. Through different Presidential Elections, the US has been through a number of landmark events. Some tend to forget, fearing that the present is different then the past. Let's take a look […]Read Article
July 2019 Newsletter
Welcome to the first GRWP Quarterly Newsletter I hope you are enjoying your summer! To add more value and color to our communications, I look forward to providing you with a quarterly update that we will email, post on our site, as well as add them in with your quarterly statements. These are to keep […]Read Article
Business Owners and the Value of Their Business
Do you really know the value of your business? It’s OK if the answer is “no.” When it comes to smaller business owners and the value of their business, value is a broad term that focuses more on the customer, while the big corporations are concerned about their market worth and share. This is not a knock […]Read Article
Your Guide to Planning for a Divorce Financially
Going through a divorce is unquestionably a stressful and emotional situation. However, planning financially for a divorce helps protect your well-being as you move forward. Preparing for divorce in advance can help you to save time and money, ultimately removing some of the stress involved. How to Financially Plan For a Divorce Seek Out Advice – […]Read Article
5 things to keep your money in check – What kind of pandemic spender are you?
This pandemic has changed the social habits of many. According to Digital Commerce, there has been a 49% increase in online spending from March to April. USPS and FedEx have reported an increase in deliveries and 58 million Americans are spending more money during the pandemic than they were pre-COVID 19. Entertainment and alcohol lead […]Read Article
Corona-Diet! Post Pandemic Investment Strategy
Markets Are Up...What's Next?
What Legal Docs are Important in a Pandemic and Post Pandemic World?
What do you think is the most important legal document to have in a crisis like the one we are currently in? Bobby Mascia, CFBS, CEO and Founder of Green Ridge Wealth Planning hosts the first session of Advisors in Jeans. We are breaking through the news and internet noise to give you the cold […]Read Article
Price Gouging Rules in COVID-19
Damien Conforti, Esq - We had Damien on because he knows his stuff, has a great team, and can speak using every day language, not getting caught up in legalese and jargon. This is an IMPORTANT topic for everyone - CONSUMERS AND DISTRIBUTORS What we spoke about: Items in the pandemic - Where are […]Read Article
Should I use a 529?
How to Plan Out of The Pandemic
I hope you and your loved ones are well and safe. As I sit here, self-quarantined and social distancing, I have been reflecting, reading and processing all the things that are going on around us. A lot of “noise” in the news leads to overload and confusion. I thought it beneficial to share my perspective […]Read Article
Stay Home & Let's Get Through This
Wall Street Sighs
It's Not The End, Nor The End Of The Week
Crazy Markets: Expect The Best
Financial Planning for Business Owners
Starting a business is one of the most exciting times in your life. It is the realization of a concept to provide a necessary service to people either within your local area or beyond. However, there are risks and the failure rate is high—approximately 50 percent of new businesses close within the first five years […]Read Article
6 Ways to Value Your Company
I had a prospective client come to me the other day. His question: How much can I get for my company? However, it isn't that simple and a company is only worth what someone is willing to pay. So, you may find yourself in 6 scenarios with 6 different ways to sell your company. Here […]Read Article
What is Wealth Diversification?
Wealth diversification may sound like a complicated term and practice. Watching TV business programs, financial experts drop these and other terms, making you believe that you’re illiterate when it comes to financial literacy. The reality, though, diversification, or in this case wealth diversification, is very simple. Just focus on the word diversity. Chances are you’ve […]Read Article
Your Retirement Approach Free of Tax
Planning for retirement is not like it used to be. Today, people live longer after they retire. As a result, saving for retirement is more critical than ever. The benefit of this new reality is that there are more qualified experts to help you prepare for retirement. Some of these financial planners are well-versed at […]Read Article
7 Most Overlooked Things in Divorce
The divorce process sucks! It can be a whirlwind of emotions with many decisions that have to be made. Separating the emotions with the decision making is typically the hardest. Studies show that women often make out financially worse than their male counterparts, and more of the costs often fall on the women then the […]Read Article
Q1 2020 Newsletter
Happy New Year! I hope everyone had a great end of the year and are geared up for a new decade! Every year I like to reflect on the past to appreciate where I am and gain clarity on what I want for the year ahead. This past year for us has been very similar […]Read Article
Q4 2019 Newsletter
I hope you’re back in the swing of things and out of that post-summer blues. There are a few things I would like to address in this newsletter as we gear up toward the end of the year. GRWP: By now, most of you have been able to view your accounts online. I have heard […]Read Article