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 Article12-1 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 ArticleNovember 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 […]
Read ArticleGreen 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 ArticleGive 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 ArticleYour Guide to Financial Planning for Divorced Women
No one can fully understand how you feel while going through a divorce, from the emotional turmoil to the fear of uncertainty—it’s a living nightmare. What is important to remember is that you do not have to go through the divorce process alone. From financial planning to counseling, there are many organizations offering help lighten […]
Read ArticleWhat Causes Financial Problems?
Nobody wants financial problems. Unfortunately, however, circumstances out of our control, such as job loss, are what cause financial problems. For many people, this is a serious concern that is more than financial hardships. Think about this statistic from the United States Census Bureau for a minute when it comes to what causes financial problems: […]
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