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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.
As you consider the results from the past quarter (Quarterly Market Review Here) – It can be easy to feel overwhelmed by the relentless stream of news about markets. Being bombarded with data and headlines presented as impactful to your financial well-being can evoke strong emotional responses from even the most experienced investors. Headlines from […]
Continuing Care Retirement Communities (CCRCs) are an attractive residential option for active older adults. CCRCs offer a full continuum of independent housing, assisted living, and skilled nursing care within a single campus setting.
There are so many investment-impacting behavioral biases, we could probably identify at least one for nearly every letter in the alphabet. Today, we’ll continue with the most significant ones by looking at: hindsight, loss aversion, mental accounting and outcome bias. Hindsight What is it? In “Thinking, Fast and Slow,” Daniel Kahneman credits Baruch […]
The US stock market has delivered an average annual return of around 10% since 1926. But short-term results may vary, and in any given period stock returns can be positive, negative, or flat. When setting expectations, it’s helpful to see the range of outcomes experienced by investors historically. For example, how often have the stock […]
Investment fads are nothing new. When selecting strategies for their portfolios, investors are often tempted to seek out the latest and greatest investment opportunities. Over the years, these approaches have sought to capitalize on developments such as the perceived relative strength of particular geographic regions, technological changes in the economy, or the popularity of different […]
Lessons from 2018
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…