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
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 […]Read Article
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 […]Read Article
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 […]Read Article
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 […]Read Article
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 […]Read Article
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 […]Read Article