Reich Asset Management, LLC

07/16/2026

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...

07/14/2026

Curious about what’s happening in the market right now? Check out this week's edition of the Market Week video! If you would like to receive these in your inbox, check out our website to sign up for our emails.

https://www.reichassetmanagement.com/marketweek

07/09/2026

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...

07/08/2026

⏰ Our July Women & Wealth with Jodie workshop is almost here!

If you've been meaning to prioritize your financial well-being, this is your sign. 💗

Join us as we discuss:

✨ Know Your 5 Financial Vital Signs

Plus, hear from special guest speaker Erika-Leigh Kelley, Esq. of Cooper Levenson Attorneys at Law, on the essential documents every woman should have.

Here's what you can expect:

✓ Practical financial education
✓ Actionable tools and resources
✓ Meaningful conversations
✓ A supportive community of women

📅 Tuesday, July 14th
⏰ 9:00 AM
📍 Reich Asset Management
💵 Complimentary

Spots are limited—reserve yours today!

🔗 https://www.reichassetmanagement.com/events/women-wealth-monthly-workshop-july-14th

07/06/2026

Check out this week's edition of the Market Week video with Eric, Braiden, and Floyd to see what happened in the market last week and more! If you would like to receive these in your inbox, check out our website to sign up for our emails.

https://www.reichassetmanagement.com/marketweek

07/04/2026

Happy Independence Day!

This Fourth of July, we join communities across the nation in celebrating 250 years of American independence.

As we reflect on our country's rich history, we honor the courage, resilience, and vision of those who helped shape the freedoms and opportunities we enjoy today.

From all of us at Reich Asset Management, we wish you and your loved ones a safe, joyful, and meaningful Independence Day. Here's to celebrating our nation's past, present, and future.

❤️🤍💙

07/02/2026

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...

As retirement approaches, your investment portfolio should align with your time horizon and income needs. Those within five years of retirement may want to reduce risk and consider setting aside several years' worth of expenses outside the stock market to help manage sequence of

07/01/2026

Think about your annual wellness checkup, but for your finances.

Which of these financial vital signs could use a little attention?

💰 Emergency savings
📊 Cash flow
💳 Debt management
🏖️ Retirement readiness
📋 Essential legal documents

If you're not sure where to start, you're not alone—and that's exactly why we created our Women & Wealth with Jodie workshop series.

Join us for an educational, supportive conversation designed to help women feel more confident about their financial future.

📅 Tuesday, July 14th
⏰ 9:00 AM
📍 Reich Asset Management
💵 Complimentary

🔗 Register here: https://www.reichassetmanagement.com/events/women-wealth-monthly-workshop-july-14th

06/29/2026

Today we're celebrating our company's 14th anniversary!! We couldn't be more grateful for all of the support we've received from our clients, families, colleagues in the community, and our dedicated team! Cheers to many more years of continued success and helping our clients "life fully and retire confidently"!!!