News & Commentary

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.

Green Ridge Wealth Planning Welcomes Jessica Lascar as Director of Marketing & Communications and Amy Early as Executive Assistant

October 25, 2023 (Montville, NJ) - Green Ridge Wealth Planning, a financial planning and investment management fiduciary, has hired Jessica Lascar as Director of Marketing & Communications and Amy Early as Executive Assistant.
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October Commentary 2023

Why does it feel like we keep talking about the same stuff?  Because the lead news and narrative remain unchanged. Why should we care? Well, because as news and variables […]
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Roth IRA Versus Traditional IRA, Which is Right for You?

3 things to consider when deciding between a Roth IRA, Traditional IRA and a Roth Conversion When planning not to run out of money in retirement, there is a lot […]
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2023 Mid-Year Commentary

5 Things to know about the Market at mid-year: Our industry tends to create optimists (bulls) or pessimists (bears).  Both are looking for opportunity in one direction or the other. […]
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Executive Assistant

Green Ridge Wealth Planning Montville, NJ Green Ridge Wealth Planning is an independent financial planning and business consulting firm of licensed fiduciaries who work keeping our client’s best interests in […]
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April Commentary

April 2023 Commentary As the second quarter of 2023 gets underway, we thought some commentary highlighting the current state of the market would be helpful. We find it useful to […]
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Cash Management: How to Make the Most of your Savings in the Current Environment

It is no secret that the stock market has experienced a great deal of volatility since the start of 2022. The declines we have seen in the markets recently have […]
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Now Hiring: Staff Accountant

Job Role:  We are looking for a detail-oriented Staff Accountant to complete general accounting and financial tasks, including assisting in the development of processes, for the organization.  In addition to […]
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NOW HIRING: Financial Advisor

Green Ridge Wealth Planning, LLC, a financial planning and investment management firm delivering Wall Street experience, with a Main Street mindset, is seeking an experienced Financial Advisor to join our […]
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Market Commentary 2/23

Wow, what a start to 2023!!  After an extremely challenging year, we are seeing a very different type of market as we shed some of the concerns that drove the […]
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September Commentary: What are you afraid of?

GRWP Hot Points of Discussion: We have been heavily defensive long enough. It’s time to start looking optimistic and bullish, both in the near-term (next 6 months) and the long-term […]
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Our Thoughts on The State of Inflation

What We Know? One of the biggest stories of this year when it comes to the United States economy is inflation This week the Consumer Price Index showed a report […]
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Investing With a Long Term Mindset

We are living in times of uncertainty and everyone from investors to the average person working is experiencing the overwhelming anxiety that comes with it. Since the start of this […]
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Fear Strikes Wall Street, Should You Be Afraid?

When we are looking at the high points in the market, the word that gets thrown around is "euphoria". Euphoric investors buy too high, hang on thinking there is no […]
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Why Negative Sentiment is Positive

We just wanted to share a quick snippet to further explain some of the market sentiment and some extra insight. Headlines are most often more harsh than reality, so sometimes […]
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Biden Budget and Tax Changes Proposed

President Biden released his 2023 budget this Monday, March 28th, which included several significant tax changes.  The budget is a proposal and requires the blessing of Congress. To become law […]
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