Insights
All articles are for educational purposes only and written personally by William Reynolds. Should you have a topic that you would like me to discuss, please reach out!
Insights
All articles are for educational purposes only and written personally by William Reynolds. Should you have a topic that you would like me to discuss, please reach out!
The Most Impactful Gift to Your Child
Want to know what is the most impactful gift you can give your child? A Roth IRA when they are young! Before I get into specifics, let me give you a little background. I’ve been volunteering as a...
A Case for Continued Low Interest Rates
One of the most frequent topics during my client meetings for the past few years has been interest rates and how low they have been. I often get asked questions like, “How much longer will interest...
Pokémon Go Proves the Stock Market is Inefficient and Irrational
I’m sure everyone reading this has witnessed the group of people walking around town staring at their phones and herding together in certain areas to play this new crazy Pokémon game. I have never...
Your Children Could be Forced to Pay for Your Care
I recently read an article in Investment News from their June 6, 2016 edition that was titled: “Children on hook for long-term care” and it was sobering. As a Wealth Manager, planning for the...
What Exactly Is a “Robo Advisor”?
I have decided to focus my blog this month on the topic of “Robo Advisors”. The term is starting to get thrown around more and more and I think many investors are confused as to what this exactly...
Wealth Inequality in the US
Wealth Inequality in America is Partly Due to Simple Math and the Savings Rate. I am always amazed at when I see certain authors or publications toss around the phrase “Wealth Inequality in America”...
The Hidden Truth about How Many Large Investment Firms Pick the Investments They Offer – Part 2: Revenue Sharing
This month’s blog is a continuation from last months in regards to how many of the largest investment firms try to maximize profit at the expense of the average investor. The topic today is one that...
The Hidden Truth about How Many Large Investment Firms Pick the Investments They Offer – Part 1: Company Products AKA Proprietary Products
This is going to be a mainly an opinion piece explaining about why when you walk into a certain company that you get certain investments presented to you. I may break this up into either two or...
Are Oil Prices Related to the Stock Market?
With all the recent headline news about oil prices and the stock market, I thought I should write this month about the correlation between the two. However, let me start out by talking about how the...
The Importance of Checking your Beneficiary
I want to share a personal story from last year that affected one of my clients, which illustrates the point of how important having current beneficiaries listed on your accounts really is. My...