What is a CCRC?
Defining Continuing Care Retirement Communities…
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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.
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….
Should stock investors worry about changes in interest rates…
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…
As investors, we seek…the future?
Diversification plays a key role in minimizing…
phone: 828.225.1730
fax: 828.225.1731
Woodstone Financial, LLC
30 Town Square Boulevard
Suite 208
Asheville, NC 28803