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Reid Schmidling

Portfolio Analyst

Reid Schmidling

Portfolio Analyst

Biography

Reid joined Plancorp in 2018 after a successful year as a Financial Services Rep at Scottrade then TD Ameritrade. In that time working as a broker, Reid gained extensive knowledge of the financial markets which is helping him work efficiently and bring a new perspective to the Portfolio Management team here at Plancorp. Additionally, Reid was able to see first-hand how important it is to have a solid financial plan, so you can realistically reach your financial goals.

In Reid's free time he enjoys cheering on the St. Louis Blues, backpacking, hiking, reading, investment research, and spending time with nearby family.

Community Involvement
  • Supports Heather's Camp inc.
Education
  • Kansas State University, Finance

Insights

Are Your Retirement Plan Fees "Prudent and Reasonable"?

In 2006, Jerry Schlichter, a St. Louis plaintiff lawyer, began suing 401(k) fiduciaries.  His contention was that retirement plan fiduciaries were not properly overseeing their plans – particularly the duty to make sure fees were “prudent and reasonable.” 

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What You Need to Know about Estate Planning

Developing and executing an estate plan is rarely at the top of anyone’s to-do list, but it’s one of the most important pieces of anyone’s financial plan. And by anyone, yes, that includes you!

Regardless of how you feel about the amount of assets you have or whether or not you think estate plans are only for really rich people, the fact is you need one to protect you, your family, and your stuff.

Estate planning is a process designed to help you manage and preserve your assets during your lifetime. Estate plans also conserve and control the distribution of your assets after your death in a way that aligns with your goals and objectives.

Here’s how to tackle this topic and what you need to do to get your own plan in order.

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Daniel Lee Wins UC Berkeley Teacher of the Year Award

Congratulations to Daniel Lee on receiving the UC Berkeley Extension “Tim Kochis Award for Teaching Excellence.” Daniel, the lead wealth manager of our Bay Area office, teaches several Financial Planning classes and also serves on the school’s advisory board.

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