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When it comes to wealth planning, knowledge is power. This financial planning content is available to you free of charge, whether you’re a client of ours or not.

December 2021 Market Update

Happy Holidays, and yes, it is December ALREADY! We wish nothing but the best for you all as 2021 winds down to a close. It has been an interesting year in terms of the markets, and we want to give you a bit of an update leading into the final month of the year. Here […]
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Client Letter | 3Q 2021 Recap & 4Q 2021 Outlook

Most often we don’t like to get too data heavy. This year has been something of an anomaly of sorts, but then again, not really.  So why an anomaly?  Inflation concerns sparked a push to raising interest rates, which hasn’t really happened. This has been partially due to the jobs numbers, which we go into more […]
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Equity Stock Options: Year End Housekeeping Tips

As end of year approaches, it is a good habit to set up at minimum an annual review of your equity compensation.  We encourage stock option and RSU holders to conduct a thorough inventory check, refresh awards and vesting schedules, make note of key price changes, estimate any potential tax liabilities, and assess current value […]
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Developing a Strategy for Your Employee Stock Options

Making decisions on how to capitalize on employee stock options may be one of the most complex financial challenges you will face.  By having a well-designed strategy that incorporates your overall financial plan, risk factors, tax implications, volatility in the underlying stock, and psychological issues that may arise from that volatility, the situation can become […]
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Job Opening - Investment Analyst

What is Green Ridge Wealth Planning (GRWP)? GRWP is a financial planning and business consulting firm that works with clients to help guide them into making the right financial decisions so they can reach all of their life goals. We consult business owners to create a self-managing business, we advise in investments, taxes, property, retirement […]
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Job Opening - Executive Assistant

What is Green Ridge Wealth Planning (GRWP)? GRWP is a financial planning and business consulting firm that works with clients to help guide them into making the right financial decisions so they can reach all of their life goals. We consult business owners to create a self-managing business, we advise in investments, taxes, property, retirement […]
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What Investors Need to Know About The Fed Right Now

Let’s start with a quick market update: The market has had a bit of a push and pull with new economy stocks (growth stocks, mostly tech-focused) and old economy stocks (financials, industrials, commodity companies). Much of this has been driven by three things: taxes, interest rates, and reopening. Taxes: we’ve talked about this in past […]
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Green Ridge Wealth Planning Announces Expanding Team

Danielle MacRae, MBA Joins as Financial Planning Coordinator Montville, NJ (June 18, 2021) – Green Ridge Wealth Planning, headquartered in Montville, recently announced the addition of Danielle MacRae, MBA as Financial Planning Coordinator to the Green Ridge Wealth Planning team. MacRae holds nearly 15 years of experience in the financial industry. In her new role, MacRae […]
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$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 […]
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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 […]
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Mid-May Update

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 […]
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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 […]
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“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 […]
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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 […]
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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 […]
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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 […]
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