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 […]Read Article
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 […]Read Article
$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