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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.

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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Pros and Cons of Mutual Funds


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Truth About Financial Advisors


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What to Know About Prepping for Retirement


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Do I Need A Financial Planner?


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