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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.

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 […]
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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 […]
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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 […]
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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?
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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 […]
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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 […]
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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 […]
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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 […]
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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 […]
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November Update

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 […]
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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 […]
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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 […]
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5 Great Questions to Ask When Interviewing an Advisor


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Debunking Retirement Plans


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Diversification Myths


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Investing DIY Mistakes


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