Designed to deliver comprehensive, objective information…
About Jacob Sadler
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In 50 Words Or Less: My family and friends call me Jake. When I’m not in the office I’m spending time with my wife and daughter, working around our house or mountain biking. I invested in my first mutual fund at the age of 15 with savings from my first job.
Credentials: I am a CERTIFIED FINANCIAL PLANNER™ practitioner; and an affiliate member of NAPFA, the National Association of Personal Financial Advisors.
Experience: I joined Woodstone Financial in 2011. As an associate advisor I take a lead role with our client service requests; and directly assist clients with financial planning, and investment management.
Education: I hold Bachelor’s degree from Appalachian State University and a Master’s degree from the University of Georgia. I studied human and economic geography (feel free to ask!) and I am also a published peer-reviewed author in this field of study. In addition, I completed the CFP Board-Registered Program at The American College of Financial Services. As a CERTIFIED FINANCIAL PLANNER™ practitioner, I complete at least 30 hours of additional continuing education courses annually.
Entries by Jacob Sadler
Bias and Financial Decision Making…
Market Review: 3rd Quarter 2017….
Fall 2017 Class Materials…
In our most recent Market Review, for the 2nd Quarter 2017 we provide a general report and perspective on global market activity during the most recent quarter, and also includes a message regarding long-term investing and relationship between rising bond interest rates and stock market results. Click the link below to read! Q2 […]
To many investors, the stock market is defined simply by the evening news – which reports daily on the ups and downs of the U.S. Indexes; the Dow Jones Industrial, the S&P 500, and the Nasdaq Composite. But what is an index, and what does it mean when a popular index like the Dow […]
As investors, we are consistently at odds…
We had a number of questions, and discussed some material…
As investors, we seek…the future?
Diversification plays a key role in minimizing…
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Woodstone Financial, LLC
30 Town Square Boulevard
Asheville, NC 28803