Financial planning as opposed to investing
It’s common for clients to walk in because they want investment advice. However, what they really need even more than investment advice is financial planning. As we get older, the stakes of do-it-yourself investing get higher. First, we (hopefully) have more money...
Common estate planning mistakes: Part 2
In last week’s article, I covered five common estate planning mistakes, such as beneficiary errors, naming specific investments in your will, and more. Here are some more things to be aware of and to discuss with your estate planning attorney: 1. Not planning for the...
Common estate planning mistakes: Part 1
By Eric Reich When meeting with clients, the topic of estate planning comes up often. While the process can be simple in some cases, there are certain things you’ll want to look out for and mistakes you’ll want to avoid. Poor estate documents can lead to people...
Watch out for this gold bar scam
By Eric Reich This week, I want to bring to your attention an alarming scam that’s becoming increasingly common and sophisticated. It’s been widely reported in the news, and unfortunately, some individuals — particularly older adults — have fallen victim. The news is...
When stressed investors say this time is different
By Eric Reich This is the phrase that makes me cringe more than any other one. The reason is that investors truly believe it to be true, and I know that it absolutely is not. The phrase is a reflection that implies the belief of why the stock market is behaving the...
