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.

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 […]
Read Article

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 […]
Read Article

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 […]
Read Article

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 […]
Read Article

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 […]
Read Article

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 […]
Read Article

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 […]
Read Article

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 […]
Read Article

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 […]
Read Article

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 […]
Read Article

Forbes Article - Avoid These Five Reasons Investors Fail

Bobby Mascia, CEO and Founder of Green Ridge Wealth Planning, has released his second article as a Forbes Finance Council Member! In his latest article, Bobby reviews the five common […]
Read Article

Market Perspective

Our last commentary discussed how the world has put us in a more defensive strategy for the time being to try to mitigate what is going on in the markets, […]
Read Article

Portfolio Update

I’m sure, by now, everyone is up to speed on what is going on globally, so I am not going to bore you with a in depth geopolitical and economic […]
Read Article

Chief Investment Officer Jordan Kaufman Recognized for His Philanthropy

We are so proud of the philanthropic work our Chief Investment Officer Jordan Kaufman, is involved in within his local community. Jordan is on the board of trustees for West […]
Read Article

Forbes Article - Five Reasons For Advisors To Look Beyond Diversification

Bobby Mascia is not only the CEO and Founder of Green Ridge Wealth Planning - but he is also a Forbes Finance Council Member! Forbes Finance Council is an invitation-only […]
Read Article

December 2021 Market Update

Happy Holidays, and yes, it is December ALREADY! We wish nothing but the best for you all as 2021 winds down to a close. It has been an interesting year […]
Read Article
linkedin facebook pinterest youtube rss twitter instagram facebook-blank rss-blank linkedin-blank pinterest youtube twitter instagram