Green Ridge Wealth Planning

***Breaking News!*** I am honored to announce that Green Ridge Wealth Planning has been named "Best Workplaces 2024" by Inc. Magazine. This award highlights GRWP's commitment to fostering a supportive and thriving workplace environment, distinguishing it as the only financial services firm in New Jersey to receive this recognition. The GRWP culture emphasizes unity, collaboration, and a shared dedication to pushing the company forward. In every sense of the word we are like a family. We admire and respect one another immensely, we want to see each other succeed. This culture of caring, support and excellence easily extends beyond our walls and into our client relationships. This award comes on the heels of Jordan Kaufman, CFA, CFP® and I being named Leaders in Finance 2024 by NJBIZ. It's been a good year! Read all about it here --> https://lnkd.in/eA3f8Eq4 Jordan Kaufman, CFA, CFP®Stacia Lupinacci Danielle MacRae, MBA Jessica Lascar Wendy Deer Sean Cole, WMCP®Kerry Langan Luciano Betman Steven DeCoite Leigh Buchmann Brandon Sisk, FPQP®

Being a successful business owner is an extraordinary accomplishment. As our CEO, Bobby Mascia, CFBS likes to say, business owners wear many different hats. At Green Ridge, we like to unburden some of those responsibilities from clients so that they can focus on the most important aspects of their businesses and lives. One way is by working with your other professionals, like your CPA, to ensure your retirement plans are best suited to your circumstances and needs. The information below breaks down retirement plans outside your 401(k) and the pros and cons of each. Check out our latest blog post, via the link below, for a breakdown on retirement plans for business owners outside of a 401(k) and the pros and cons of each. #financialplanning #retirementplanning #businessowners #entrepreneurs #wealthmanagement #blogpost #options #401k #prosandcons https://lnkd.in/eRfa_FAt

In case you missed our August 2024 Investment Committee webinar, watch the recording on our YouTube channel! These webinars are intended for all listeners who are interested in our take on the markets. Tune into the discussion between Bobby Mascia, CFBS, Jordan Kaufman, CFA, CFP®, Sean Cole, WMCP®, and Brandon Sisk, FPQP®. The webinar begins with a market update for the month of August, followed by relevant news stories, and concludes with some Q&A. Be sure to keep an eye out as we host these webinars monthly, often featuring different guest speakers relevant to your personal and professional needs. #webinar #monthlyupdate #marketrecap #financialplanning #wealthmanagement #mortgages #realestate #realestateinvesting https://lnkd.in/eJBVvrdB

REMINDER: Our monthly Webinar will be held tomorrow at 4:00 PM on Zoom and is open to all listeners interested in our take on the markets! Register here: https://lnkd.in/dhiXXY46 . #webinar #register #investments #financialadvisors #wealthmanagement #monthlywebinar #marketupdate #finance #invest #committee #panel

What a fantastic day on the green! ⛳️ Yesterday our team had the pleasure of hosting a great group of guys at Essex County Country Club for a day of networking and fun. A big thank you to everyone who joined us and made the event a success. It's days like these that reinforce the value of building strong relationships both on and off the course. Cheers to many more opportunities to connect and grow together! Bobby Mascia, CFBS - Adrian Taskin - Stephen Zywko - Jordan Kaufman, CFA, CFP® - Adam Hall, CPA - J. Michael Fischer Jr. - Tom Tyson - Donald Anfuso - Len Fox - Howard Chernin #wealthmanagement #relationshipbuilding #networking #golfevent

Register for our Investment Committee Webinar (details below)! The Investment Committee Webinar is open to all listeners who are interested in our take on the markets. When: Tuesday, August 20th at 4:00 PM. Where: Zoom (register below). REGISTER: https://lnkd.in/dhiXXY46 #webinar #register #investments #financialadvisors #wealthmanagement #monthlywebinar #marketupdate #finance #invest #committee #panel

Understanding the different categories of investment options in your 401(k) plan is extremely important and beneficial. Although the investment options within a 401(k) or retirement plan might seem less significant compared to individual accounts or those managed by an advisor, it is still crucial to understand how these investments work. In today’s blog, we will break down two main categories: the Target Date Fund, which represents a "set it and forget it" investment strategy, and Individual Funds, which involve a more "tactical investment strategy." Check out our latest blog post, via the link below, to learn more. #401k #retirement #401kplanning #retirementplanning #taxstrategies #wealthmanagement #blog #blogpost https://lnkd.in/e-VbYSAJ

Need some book inspiration to round out your summer reading? Here is what our team is loving this summer! Full list below. Brandon Sisk, FPQP®- All The Light We Cannot See by Anthony Doerr Wendy Deer - The Red Tent by Anita Diamant Bobby Mascia, CFBS- Mindset by Carol S. Dweck and Barbarian Days: A Surfing Life by William Finnegan  Stacia Lupinacci– Taylor Swift anything Jordan Kaufman, CFA, CFP®– The Mindful Athlete by George Mumford Donald Anfuso- An Unfinished Life - John F. Kennedy by Robert Dallek Kerry Langan- Close to Shore by Michael Capuzzo Luciano Betman– Think and Grow Rich by Napoleon Hill Jessica Lascar- Remarkably Bright Creatures by Shelby Van Pelt also The Women by Kristin Hannah Sean Cole, WMCP®– The Ivy Portfolio by Mebane T. Faber and Eric. W. Richardson Danielle MacRae, MBA- The Hotel Nantucket by Elin Hilderbrand

Sadly, its time to say goodbye to our wonderful interns (aka dragons) Kelly Heffernan and Devan Lalla. It was our pleasure to welcome you into our Green Ridge family 💚💚. Thank you for sharing your summer with us! We hoped you enjoyed being here as much as we enjoying having you (we are pretty sure that's the case 😉 ). It's clear you both have very bright futures ahead of you in business, life, and ping pong! We wish you a wonderful school year ahead! 🎓 📚

Had a great time at the New Jersey Investment Management Intersect Conference last Thursday! I want to thank my fellow panelists (Brian Carney, Chip Rosenthal, and Kevin Mahn) who tackled some tough questions around the optimal allocation mix and some of the changes and shifts we are seeing in the industry. I want to thank all the speakers and attendees for engaging in thoughtful and forward thinking discussions. During this fast pace and unique environment we find ourselves in, it was helpful to hear other Chief Investment Officer and professional perspectives on how to think about benchmarks, alternatives, and ideas for risk mitigation. I also want to thank David Hoffman for organizing and hosting! Great event! Below are my top 5 takeaways from the day: There is so much innovation in the financial industry! We heard from over 10 different companies and speakers that all head strategies that are really offering a different approach on how to add value to portfolios and shift risk. Left a lot to think about! There is no one “right” way to do things; there is more than one way to make money out there! I didn’t agree with every approach I heard at the conference, but I felt that they were all well thought out and competent approaches to how to manage money. The real trick is finding the one that makes the most sense for you. Reducing risk (in the form of volatility) continues to be a key theme in the industry. Many of the presentations focused on how to dampen volatility and source returns from somewhere other than traditional market beta (exposure). There isn’t a lot of “whistling past the graveyard” in the industry! Back in the financial crisis, the financial industry caught a lot of flack for not properly assessing risk and identifying where it might be hiding in the shadows. I sensed from the conference that the industry has a healthy appreciation for risk, and continues to evolve how it thinks about it. The general quality of professionals in the financial industry continues to improve! I was very impressed by the sophistication and quality of attendees. It has been a difficult industry since the financial crisis, and they say only the strong survive…..toast to the strong! #finance #investments #financialadvisor #assetallocator #panel #panelist