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.

Join 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 […]
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GRWP 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 […]
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Why 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 […]
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The 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 […]
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12-1 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”.  […]
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November 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 […]
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Green 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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Give Yourself a Tax Advantage

If your income is pie, then the federal government takes a hefty slice each year. A 2020 report from the Tax Foundation found a single average wage earner in the […]
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5 Great Questions to Ask When Interviewing an Advisor


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Debunking Retirement Plans


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Diversification Myths


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Investing DIY Mistakes


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Pros and Cons of Mutual Funds


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Truth About Financial Advisors


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What to Know About Prepping for Retirement


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Do I Need A Financial Planner?


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