Rivers Edge Wealth Partners

Rivers Edge Wealth Partners At River’s Edge Wealth Partners, we are here for you through the expected and unexpected, advising

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

As many people observe today’s federal holiday, we hope our clients, colleagues, and neighbors have an opportunity to pa...
10/12/2026

As many people observe today’s federal holiday, we hope our clients, colleagues, and neighbors have an opportunity to pause and spend time with the people who matter most.

At River’s Edge Wealth Partners, community is an important part of who we are. We are grateful to serve individuals, families, professionals, retirees, and business owners throughout Red Bank and the surrounding area.

We remain committed to helping our clients approach important financial decisions with greater clarity, preparation, and confidence.

Wishing our Red Bank community a safe and meaningful day.

10/10/2026

Why cheap stocks are not always value investments—and how catalysts, management incentives, and capital allocation separate opportunity from a value trap.

A financial plan should reflect more than what is happening in the markets.It should reflect your family, your responsib...
10/09/2026

A financial plan should reflect more than what is happening in the markets.

It should reflect your family, your responsibilities, your concerns, the transitions you are navigating, and the future you are working toward.

That is what “Taking Care, Beyond Investments” means to us.

It means beginning with your full financial picture, explaining complex decisions clearly, and helping you understand how the different parts of your plan work together.

Swipe for a closer look at the values that guide our work at River’s Edge Wealth Partners.

At roughly $1.0 trillion this fiscal year, interest costs now exceed what the government spends on defense or Medicaid. ...
10/07/2026

At roughly $1.0 trillion this fiscal year, interest costs now exceed what the government spends on defense or Medicaid. The Congressional Budget Office (CBO) expects net interest to climb from 3.3% of GDP to 4.6% over the next decade. That projection was built on a 10-year yield averaging 4.1% this year and settling around 4.4% longer term, and we are above that path. By the CBO's own estimate, rates one percentage point above its baseline would push debt to 222% of GDP by 2056 instead of 175%.

Read the full here: https://www.riversedgewealth.com/weekly-market-commentary

10/06/2026

🌶️ Fresh from Tony’s garden! 🌶️

Tony brought in quite the pepper harvest to share! If you’re in the area tomorrow, feel free to stop by the office and grab some to take home!

FYI….Some of these have a SERIOUS kick! 🔥🌶️😅

First come, first served — come get them while they’re fresh!

Healthcare decisions can affect much more than medical coverage.Our latest blog outlines several healthcare planning are...
10/06/2026

Healthcare decisions can affect much more than medical coverage.

Our latest blog outlines several healthcare planning areas to consider, including open enrollment, Medicare, HSAs, FSAs, provider networks, and healthcare expense records.

At River’s Edge Wealth Partners, we believe these decisions should be considered alongside your retirement, tax-aware planning, cash flow, and long-term financial goals.

Read the blog for a helpful overview of the healthcare decisions that may deserve your attention before year-end.
https://www.riversedgewealth.com/blog/healthcare-deadlines-and-year-end-financial-planning-what-red-bank-familie

10/03/2026

The stock market is starting to expand again after years of shrinking — and potentially at a scale not seen since the dot-com era.

September is ending, which makes this a natural moment to ask:What still needs your attention before Q4 picks up speed?F...
09/30/2026

September is ending, which makes this a natural moment to ask:

What still needs your attention before Q4 picks up speed?

For many people, the answer includes more than they expected — retirement contributions, tax strategy, healthcare elections, giving decisions, estate updates, or simply taking the time to get more organized.

The good news is there is still time. A thoughtful plan now can create a much calmer and more strategic final quarter.

Go into October with clarity, not catch-up.

The latest developments in the Iran conflict have shaken the fragile consensus view that disruptions to the Strait of Ho...
09/30/2026

The latest developments in the Iran conflict have shaken the fragile consensus view that disruptions to the Strait of Hormuz and the Red Sea would soon be cleared. U.S. military bases and naval escorts in the region have been fired upon. Read the full here: https://www.riversedgewealth.com/weekly-market-commentary

As the year moves into its final stretch, having a simple checklist can make everything feel more manageable.That’s espe...
09/29/2026

As the year moves into its final stretch, having a simple checklist can make everything feel more manageable.

That’s especially true for people balancing a lot at once — business decisions, family schedules, healthcare choices, tax questions, and the many loose ends that tend to show up before year-end.

Our Top 10 Financial Decisions to Consider Before Year-End resource is a strong place to start if you want a practical overview of what may deserve attention.

Download the checklist and use it to guide your planning over the next few months.

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65 Mechanic Street
Red Bank, NJ

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