by Reece Epstein | Dec 6, 2017 | Investing
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by Reece Epstein | Aug 10, 2017 | Investing
Case Study: 39% Increase in Expected Retirement Income with Two Small – and Unusual – Changes to the Balance...
by Reece Epstein | Aug 10, 2017 | Investing
Most people focus exclusively on risk and reward when evaluating an investment. In reality, there are a total of five factors to consider before investing in an asset. Watch the video below to learn how! Most people evaluate investments through three dimensions: risk,...
by Reece Epstein | Jun 25, 2017 | Investing
Do you read about investing? I’ve read dozens of books about investing over the years. A commonly recurring theme is that if you want higher returns, you have to accept exposing yourself to more risk. Why? Because the market prices-in expected growth before you have...
by Reece Epstein | Jun 25, 2017 | Investing
A lot of investors are starting to feel uncomfortable in the stock market. “The stock market has gone up so much already… could it really go higher? How much higher could it even go before the next crash?” With low interest rates making it harder to get a...
by Reece Epstein | Jun 25, 2017 | Investing
Everyone thinks that the way to retire is to invest in a 401(k) or IRA and wait. Meanwhile, there are bills to pay, kids to get through college, and that lingering question after all is said and done: “When do I start to enjoy all this money I’m making?” The problem...
by Reece Epstein | Jun 25, 2017 | Investing
There is a lot of debate about whether to raise taxes, lower taxes, or keep them as they are. Whether you are a Democrat, Republican, or neither, you’re also an investor. One of the biggest choices many investors make is whether to put their money into a 401k or an...
by Reece Epstein | Jun 25, 2017 | Investing
Most people evaluate investments through three dimensions: risk, reward, and fees or costs. We can all agree that risk, reward, and cost are important to understand before you get into an investment. The problem is that an investment is about a lot more than its...
by Reece Epstein | Jun 25, 2017 | Investing
Have you ever been disappointed with one of your investments? If so, it may be that you were fed the wrong expectations. At Wealth Apex we believe that investors should be accurately informed and well-educated. Unfortunately, too many investors wake up one day and...
