Eric Birch, CFP - ClearView Wealth Management

Eric Birch, CFP - ClearView Wealth Management At Clearview Wealth Management, we help pre-retirees, retirees, and business owners take the guesswork out of financial planning.

Our mission is to simplify your financial life so you can focus on what matters most. Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA www.finra.org / SIPC www.sipc.org . Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which I am/we are registered to do business, please visit www.cwmadvisors.com

08/03/2023

Roth accounts may make more sense for people just starting out in their careers, when their salaries — and tax brackets — are relatively low

08/03/2023

Bogle, Ellis, the history of manias and the psychology of money can get new investors on the right track

07/01/2022

It’s way too easy to run afoul of punitive tax rules when you do an IRA rollover.

06/12/2022

Nothing like keeping the long-term in perspective. Appreciate this from of the worst 20-year returns for a 60/40 portfolio...

"The Worst Years Ever For a 60/40 Portfolio" https://buff.ly/3aIscWm

06/02/2022

A "June swoon", or summer bear market, now looks unlikely after stocks snapped a long string of losses, according to LPL Financial.

05/19/2022

Financial guru Suze Orman says its time to take stock of your investing strategy, especially if you're making one or more of these three unwise moves.

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58111 Van Dyke Avenue
Washington, MI
48094

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+15864044335

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