Wealth Wise
with Jason Rericha

I venture to say every investor wants to have a good return on their portfolio.  But what is a good return, and how do you know?  As a financial advisor, this is one of the most challenging things for us to explain to a client in terms that are easy to understand and “feel” right

Make your plan, work your plan, and plan for the unexpected Unless you live under a rock, I think it’s safe you say you’ve noticed stock markets around the world have taken a significant drop recently, highlighted by the Liberation Day tariffs President Trump announced last week. While many of the pundits are eager to