The Future Just Happened. Did You Miss It?
In the show Stranger Things, they refer to their alternative mirror world as the “upside-down.” Because of how strange it’s been, we have been calling our new, post-covid world, the […]
Read Article“I had no idea my investments were tanking.”
April is financial literacy month. And for us, being financially literate starts with knowing what you have and where you have it. If you don’t know where your accounts are, […]
Read ArticleDifferent Account Types and Taxation
There are a number of different types of accounts, and understanding them all, let alone choosing which one is right for you, can be tricky without the help of a […]
Read ArticleNew Administration, New Taxes
Does your household make over $400k? If you are filing with a household income that exceeds $400k or has a large net worth with intentions of leaving a legacy, we […]
Read ArticleApril Monthly Update: Trade vs. Investment Strategy
Trade vs. Investment Strategy I am at an interesting point in life as a person and an investor. I am old enough to remember pulling over to make a call […]
Read ArticleCan Investing in Innovation Companies be a Hedge?
In the past month or so, we have seen a lot of volatility in growth companies and technology. There are a few main storylines that are carrying a short-term shift […]
Read ArticleMarket Update: March 2021
It is mind blowing to think that we are right around the one year mark before Covid 19 changed our world as we know it. While 12 months seems like […]
Read ArticleBubbles and Overvaluations??
We were all so happy to get out of 2020, we didn't realize that we stepped out of one crazy cab and into a train wreck! Can't we have a […]
Read ArticleInnovation, Tech, 2021 and your Money...even when the power goes out
The innovation fast forward button was pushed during Covid and we are in a position to capitalize....but how?
Read ArticleJoin Us- 2021 And Innovation
Disruption: Capitalize on how a Global Pandemic is leading to Global Innovation Join us for a 30 minute discussion to go over what happened in 2020 and how it has […]
Read ArticleGRWP December Update
2020 Quick Timeline (Excluding the deaths of Kobe & 007, plagues, murder hornets, politics, locusts, and wildfires) S&P continues upward pace in Jan and Feb Covid becomes a global pandemic […]
Read ArticleWhy cash doesn't work anymore!
For Property Managers, Real Estate Investors, Collateralized Loans, Non-Profits, Foundations, ESOP's, Corporate Cash Reserves. Gone are the days of fair interest rates on cash reserves. The Federal Reserve has signaled […]
Read ArticleThe 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 […]
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”. […]
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 […]
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 […]
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