Discover helpful financial education on our Point Wealth Management blog.
Do I Have Too Much In One Stock?
By Jeremy Reif, CRPS®, Financial Advisor and Owner of Point Wealth Management If you work for a large company, you likely have the opportunity to take advantage of employee stock...
Are You Trying To Keep Up With The Joneses?
By Jeremy Reif, CRPS®, Financial Advisor and Owner of Point Wealth Management Have you ever noticed that you become like the people you spend time with? The longer you’ve had...
You Go To A Doctor For Surgery, So Why Not Work With A Professional For Your Finances?
By Jeremy Reif, CRPS®, Financial Advisor and Owner of Point Wealth Management If you are sick and in need of surgery, you usually don’t think twice about seeing a doctor...