Innovation, 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 […]
Read ArticleGive 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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