by Eric Reich | Jul 23, 2026 | South Jersey, Atlantic County, Cape May County, Editorial, Finance
The debate between active vs. passive investing has been raging on for decades. The majority of the time, passive tends to be the winner in that debate, with some notable exceptions. The truth, however, is that both win at different times. Typically, in times of...
by T. Eric Reich | Jul 16, 2026 | South Jersey, Atlantic County, Cape May County, Editorial, Finance
Since the passage of the Big Beautiful Bill (OBBBA), we have received a lot of questions about Trump Accounts. We first discussed these accounts back in January when they were initially proposed, but now that they are officially available to open, we wanted to revisit...
by shorelocalnews | Jul 9, 2026 | Atlantic County, Features, Finance, South Jersey
“We may be the only county in the state, if not the country, that is able to claim 27 consecutive years of perfect audits,” stated Atlantic County Executive Dennis Levinson in announcing the results of the annual review of financial transactions of Atlantic County...
by T. Eric Reich | Jul 9, 2026 | South Jersey, Atlantic County, Cape May County, Editorial, Finance
Last week, a question came up about how a client should title an account. Account titling can be extremely important for estate planning purposes. What struck me as we were discussing it was all of the different types of account titling possible. It can be completely...
by T. Eric Reich | Jul 2, 2026 | South Jersey, Atlantic County, Cape May County, Editorial, Finance
Welcome to your 50s! You’re officially halfway to age 100, and you’re starting to feel like it too! I always say that when everything starts to hurt, it’s a good time to reassess your finances. This week, let’s review some of the more important considerations for...
by Eric Reich | Jun 25, 2026 | Finance, Atlantic County, Cape May County, Editorial, South Jersey
Investors who are nearing retirement all want to know one thing: Will my money last as long as I do? This is the question that causes pre-retirees a lot of sleepless nights. Not knowing the answer to this question also causes many pre-retirees to delay retirement out...
