Navigating Philanthropy: A Guide to Charitable Giving Options
When it comes to philanthropic giving, understanding the different methods and their implications can help you make informed decisions that align with your financial goals and charitable intentions. Below, we’ll […]
Read ArticleNotable Trends Entering Year End: 4th Quarter Commentary
The stock market has performed well so far this year, and with an upcoming election and global uncertainty, people are wondering what will happen next. Many tend to believe that gravity […]
Read ArticleDollar-Cost Averaging: A Disciplined Approach to Investing
If you have extra cash sitting in your investment and bank account, then you probably have asked yourself when is the right time to put the money to work. Is […]
Read ArticleFunding Your Child’s Future: Comparing 529 Plans and UTMAs
As you start a new chapter in life by becoming a parent, you quickly realize that this role brings with it a lot of responsibility. For some, that responsibility includes […]
Read ArticleUnderstanding Tax-Loss Harvesting: How Green Ridge Helps You Save on Taxes
Tax-Loss Harvesting: What is it & how do we use it at Green Ridge? Vanguard wrote a research brief in June of 2020 that attempted to quantify the value a […]
Read ArticleSeptember Commentary
Wow! A lot has changed in a month! At the beginning of August, the stock market (S&P 500) was in the middle of what would become a 10% drop, and […]
Read ArticleFour Retirement Plan Options for Business Owners
Being a successful business owner is an extraordinary accomplishment. As our CEO, Bobby Mascia, likes to say, business owners wear many different hats. At Green Ridge, we like to unburden […]
Read ArticleUnderstanding Your 401(k) Investment Options
Understanding the different categories of 401(k) plan investment options is extremely important and beneficial. Although these investment options might seem less significant compared to individual accounts or those managed by […]
Read ArticleMonthly Commentary: Looking Back at July
The market was clearly taken for a loop this Monday. For our take on that, please click HERE. Here's our take on July. We can’t believe it is already August! […]
Read ArticleJordan Kaufman (CIO) Speaks at NJ Investment Management Intersect Conference
Chief Investment Officer, Jordan Kaufman, CFA, CFP was invited to speak at the New Jersey Investment Management intersect Conference on Thursday, July 18th. Jordan covered the following topics: Asset Allocation: […]
Read ArticleGRWP Reacts to Tumultuous Market
Hi Green Ridge Family! If you saw today's news, you probably noticed a down market with a lot of red. What’s going on? Today's actions, combined with some selling that […]
Read ArticleOptimizing Asset Location for Tax Efficiency
When investing, it's common to think about diversifying within both your overall portfolio and each individual account. While this approach can work, we believe in going a step further and […]
Read ArticleMid-Year Commentary: Navigating the Market
Summer is upon us, and with that comes graduation parties, family vacations, and BBQs with friends. It also marks the year’s midpoint, which is a good time to look around and […]
Read ArticleMaximizing Retirement: The Benefits and Strategies of Roth Conversions
Roth conversions offer a valuable strategy to enhance the diversity of your retirement assets and potentially minimize tax obligations in your retirement years. While not universally applicable, this approach merits […]
Read ArticleGreen Ridge Wealth Planning Recognized Among the Nation’s “Best Workplaces for 2024” by Inc. Magazine
Distinction Awarded to Companies Demonstrating Excellence in Cultivating Exceptional Workplaces and Culture For Immediate Release June 18, 2024 (Montville, NJ) - Green Ridge Wealth Planning (GRWP), a leading financial planning […]
Read ArticleJune Commentary
After a tough April (down 4.2% on the S&P 500), markets had a huge recovery in May. The S&P 500 rose 4.8% in the month. As of the end of […]
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