What is loss-aversion bias? Here’s some examples to help explain what loss-aversion bias is; chances are, you’ve experienced one of the following scenarios at […]
Staying true to financial plans in turbulent times Why is it — that when we are referring to the city just south of Jacksonville on Florida’s Atlantic coast […]
Planning for post-retirement Have you ever noticed how anti-climactic birthdays can be? The slow build-up all year long, only to eventually turn the […]
Socially responsible and green investing: a primer Restaurant menus are the worst nowadays — the calories are posted right there in your face! The salad can have […]
ESG: Environmental, Social and Governance Investing It’s a good idea to be conscious of the environment and value social responsibility. Your portfolio can be invested in […]
How Technology has Changed the Markets As a Financial Advisor, I can’t usually make any promises. But there is one thing about this industry that remains […]
Aging In Place In this episode, we discuss the very important topic of how to plan for aging, just as we do plan for college...
It’s not all about timing the market My son has picked up a new 4-year-old thing where he tells a joke that makes absolutely no sense and […]
Stocks, bonds, and flight-to-quality If you’re an investor or researching your first steps into investing, you’ve likely noticed the stock market (specifically the S&P […]
