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 ArticleMarket 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 ArticleSeptember 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 ArticleOur 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 ArticleInvesting 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 ArticleFear 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 ArticleWhy 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 ArticleBiden 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 ArticleForbes 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 ArticleMarket 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 ArticlePortfolio 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 ArticleChief 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 ArticleForbes 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 ArticleDecember 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 ArticleClient Letter | 3Q 2021 Recap & 4Q 2021 Outlook
Most often we don’t like to get too data heavy. This year has been something of an anomaly of sorts, but then again, not really. So why an anomaly? Inflation […]
Read ArticleEquity Stock Options: Year End Housekeeping Tips
As end of year approaches, it is a good habit to set up at minimum an annual review of your equity compensation. We encourage stock option and RSU holders to […]
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