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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.
In previous installments of our “How To Be Positively Skeptical” series, we covered the many forces that tease us into falling for misinformation. Bottom line, our brains are hardwired to lead with fight-or-flight instincts ahead of rational resolve. As such, our critical thinking often plays second-fiddle to rash reactions such as fear, excitement, overconfidence, and […]
Whether you’re considering an investment opportunity or simply browsing various media for insights and entertainment, it has become increasingly obvious: You cannot believe everything you see, hear, or read. Much of it is “overdramatic.” Too much of the rest is just plain wrong. Thus it falls on each of us to be positively skeptical […]
Designed to deliver comprehensive, objective information…
Clearly, there is a lot to think about when planning for retirement. While we have a degree of control over many of the choices involved, there’s one big wild card called sequence risk. Sequence risk is the risk that you’ll encounter negative investment returns in early retirement. This is an important consideration, because the […]
Some investors favor a dollar-cost averaging (DCA) approach to deploying their investment capital. Unlike lump-sum investing, in which the full amount of available capital is invested up front, DCA spreads out investment contributions using installments over time. The appeal of DCA is the perception that it helps investors “diversify” the cost of entry into the […]
How do you know when an investment recommendation is worth heeding? Red tape and legal jargon aside, it’s about finding an advisor who exemplifies a few simple ideals: “There’s no confusion in the minds of investors as to what they want. They’re very clear. They want somebody they trust who makes recommendations that […]
It’s almost Election Day in the US once again. While the outcomes of the elections are uncertain, one thing we can count on is that plenty of opinions and prognostications will be floated in the months to come. In financial circles, this will almost assuredly include any potential for perceived impact on markets. But should […]
The last set of behavioral biases in our series
For better or worse, many of us have had more time than usual to engage in new or different pursuits in 2020. Even if you’re as busy as ever, you may well be revisiting routines you have long taken for granted. Let’s cover eight of the most and least effective ways to spend your time […]
Evidence in the Face of Uncertainty We continue to watch with concern the spread of the new coronavirus. The uncertainty is being felt around the globe, and it is unsettling on a human level as well as from the perspective of how markets respond. It is a fundamental principle that markets are designed to handle […]
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fax: 828.225.1731
Woodstone Financial, LLC
30 Town Square Boulevard
Suite 208
Asheville, NC 28803
