investor behavior

Jeff Bernier | Oct 30, 2024

investor behavior

Are markets really swayed by election results? See what decades of data have to say.

Jeff Bernier | Aug 15, 2024

investor behavior

Financial Plan

Facing market volatility can be challenging, but staying focused on your long-term goals is crucial.

Jeff Bernier | Jun 13, 2023

investor behavior

The most important thing about an investment philosophy is that you have one you can stick with. David G. Booth

Jeff Bernier | Jun 29, 2020

investor behavior

By: Jeff Bernier

Combine a VUCA (Volatile Uncertain Complex Ambiguous) world with 24/7 media, social media, and entrenched tribes and you get a lot of NOISE

Jeff Bernier | May 26, 2020

investor behavior

By: Jeff Bernier

"Are we there yet?" Ever notice how in the midst of experiences time seems to drag? Read on to learn how having clarity and confidence in

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No matter where you are in your journey, our goal is for you to be better able to navigate and have clarity and confidence in the future.