Lessons from 2018
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
Let’s continue our alphabetic tour of common behavioral biases (See A-F here) that distract otherwise rational investors from making best choices about their wealth. Today, we’ll tackle F-H: fear, framing, greed and herd mentality. Fear What is it? You know what fear is, but it may be less obvious how it works. As […]
A simple formula for a complicated market…
Designed to deliver comprehensive, objective information…
Embarking on a financial plan is like sailing around the world…
Defining Continuing Care Retirement Communities…
Every investor wants to buy low and sell high…
An overview of key changes in recent tax reform bill…
Bias and Financial Decision Making…
Lessons on Market Crisis and Recovery….
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