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Rose Greene, CFP®
HONESTY, INTEGRITY, & OBJECTIVE ADVICE. Securities offered by LPL Financial. Member FINRA/SIPC
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Rose Greene, CFP® Mar 22
The profit you make from the sale of your home may be tax exempt. Restrictions and limits apply. Here's why.
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Rose Greene, CFP® Mar 20
Replying to @nam88811
dropped by to say hi, it looked like you can use some company :)
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Rose Greene, CFP® Mar 14
The you’ve made in your life so far have helped prepare you for the future. We can help, too.
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Rose Greene, CFP® Mar 8
Empower women, empower humanity!
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Rose Greene, CFP® Mar 7
Replying to @nam88811 @kylegriffin1
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Rose Greene, CFP® Mar 7
Replying to @nam88811 @kylegriffin1
How did Tim Cook not crack up when Trump called him Tim Apple.
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Rose Greene, CFP® Mar 6
“It is beyond arrogance for American businesses or individuals to boast that they have ‘done it alone,’ The tidy rows of simple white crosses at Normandy should shame those who make such claims.” - Warren Buffett
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Rose Greene, CFP® Mar 5
Replying to @nam88811
Talk about high risk!
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Rose Greene, CFP® Mar 5
Replying to @ReformedBroker
talk about reflections
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Rose Greene, CFP® Feb 28
Replying to @businessinsider
Smart. Hopefully it's made out of eco-friendly raw materials.
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Rose Greene, CFP® Feb 28
As you near retirement age, playing defense becomes more and more important. We can help you determine a risk and tax management approach with the potential to preserve your portfolio assets and your estate.
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Rose Greene, CFP® Feb 27
As advisors we have remarkable connections, intelligence, experience & technology to help you plan for the future & invest for retirement but it is compassion that is the most important trait you should look for - a concern for others’ well-being.
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Rose Greene, CFP® Feb 27
“Cooperation comes from friendship, friendship comes from trust & trust comes from kindheartedness. Once you have a genuine sense of concern for others, there’s no room for cheating, bullying, or exploitation; instead, you can be honest, truthful, & transparent in your conduct."
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Rose Greene, CFP® Feb 27
A good mini-documentary about stock trader Jesse Livermore (a.k.a. Boy Plunger)
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Rose Greene, CFP® Feb 25
Oops, we forgot to post on Twitter last Friday. There was a crisp chill in the air but when skies are clear and blue you can see the Hollywood sign all the way from Santa Monica (not our pic but you get the picture).
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Rose Greene, CFP® Feb 25
You've accumulated years of retirement savings in your 401k & you're about to retire. Preserve the tax-deferred status of your assets w/o paying taxes or early withdrawal penalties by opening a Rollover IRA w/ us. Whether your goal is growth or income we can help.
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Rose Greene, CFP® Feb 25
Replying to @ReformedBroker
you are right about that, we're all getting so played.
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Rose Greene, CFP® retweeted
Dalai Lama Feb 22
The source of a happy life is within us. Troublemakers in many parts of the world are often quite well-educated, so it is not just education that we need. What we need is to pay attention to inner values.
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Rose Greene, CFP® Feb 22
haha
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Rose Greene, CFP® Feb 15
Happy Friday! Another beautiful day in Santa Monica. Hopefully most of you will get to enjoy the long weekend. U.S. financial markets will be closed on Monday, in observance of Washington's Birthday. The NY Stock Exchange & Nasdaq will resume normal trading hours on Tuesday.
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