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September Commentary: What are you afraid of?

GRWP Hot Points of Discussion: We have been heavily defensive long enough. It’s time to start looking optimistic and bullish, both in the near-term (next 6 months) and the long-term (over 3 years). The first half of this year was very challenging for markets, and while it had its own unique characteristics, it was not […]
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Our Thoughts on The State of Inflation

What We Know? One of the biggest stories of this year when it comes to the United States economy is inflation This week the Consumer Price Index showed a report of a 9.1% year over year increase in inflation, the highest we have seen in over 4 decades However the economy has continued to hold […]
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Investing With a Long Term Mindset

We are living in times of uncertainty and everyone from investors to the average person working is experiencing the overwhelming anxiety that comes with it. Since the start of this year, we have seen the Russian – Ukraine conflict and constant talks about recession in the news. It is very normal to be worried about […]
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Fear Strikes Wall Street, Should You Be Afraid?

When we are looking at the high points in the market, the word that gets thrown around is "euphoria". Euphoric investors buy too high, hang on thinking there is no ceiling, and are consummate bulls. On the flip side, when the markets are trailing lower, we look for "despondency", or when all hopes seem lost. […]
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Why Negative Sentiment is Positive

We just wanted to share a quick snippet to further explain some of the market sentiment and some extra insight. Headlines are most often more harsh than reality, so sometimes it’s nice to hear something with no political agenda. The market has been volatile the last few months and we have seen the market sentiment […]
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Biden Budget and Tax Changes Proposed

President Biden released his 2023 budget this Monday, March 28th, which included several significant tax changes.  The budget is a proposal and requires the blessing of Congress. To become law The House of Representatives, then moves to The Senate Often, these bills are modified during this process where items are added, deleted or modified in […]
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Forbes Article - Avoid These Five Reasons Investors Fail

Bobby Mascia, CEO and Founder of Green Ridge Wealth Planning, has released his second article as a Forbes Finance Council Member! In his latest article, Bobby reviews the five common reasons investors fail, and how to avoid making these mistakes yourself: Be sure to check back in the coming weeks, as we will continue to […]
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Market Perspective

Our last commentary discussed how the world has put us in a more defensive strategy for the time being to try to mitigate what is going on in the markets, but this doesn’t change our long-term philosophy when thinking about investments.  For those who like more information, here is a little historical perspective, although we […]
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Portfolio Update

I’m sure, by now, everyone is up to speed on what is going on globally, so I am not going to bore you with a in depth geopolitical and economic update.  I will, however, throw something in this commentary that some will hate, and others will gain perspective.  This is a normal pullback amount, we […]
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Chief Investment Officer Jordan Kaufman Recognized for His Philanthropy

We are so proud of the philanthropic work our Chief Investment Officer Jordan Kaufman, is involved in within his local community. Jordan is on the board of trustees for West Bergen Medical Healthcare, president of the Ridgewood A.M. Rotary, and is also involved in many other local civic organizations. Jordan’s personal touch and relationship building […]
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Forbes Article - Five Reasons For Advisors To Look Beyond Diversification

Bobby Mascia is not only the CEO and Founder of Green Ridge Wealth Planning - but he is also a Forbes Finance Council Member! Forbes Finance Council is an invitation-only organization for executives in successful accounting, financial planning, and wealth management firms. Check out Bobby’s latest Forbes article, where he covers the 5 reasons advisors […]
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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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