Summary: This week on the Wise Investor Show, the group discusses how too many investors get caught up in the daily noise of their portfolio performance and market happenings and lose sight of more important big picture estate and planning-related issues. They highlight a client who recently passed away leaving behind a tangled mess for his heirs. They also offer some myths in retirement for retirees and those near retirement to consider. To reach Simon Hamilton, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.
