Finances

Measuring the Value of a Financial Professional

These relationships can make a difference for investors.

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Building a Healthy Financial Foundation

How many pieces do you have in place?

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Jeffrey P. Kendall, CFP®

How Soon Might the Stimulus Arrive?

A shot in the arm of a different kind.

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Jeffrey P. Kendall, CFP®

2020: The Year that Wasn’t

By

Jeffrey P. Kendall, CFP®

As we are coming to year-end, I wanted to share a few thoughts on the crazy market events of 2020, and also expectations for 2021. Maybe all this will help us be prepared for the next bubble, pandemic, government shutdown, etc… because you know there is always something. Even though none of us want to relive 2020, I think we can always learn something from 2020.   

Do Our Biases Affect Our Financial Choices?

Even the most seasoned investors are prone to their influence.

Provided by

Jeffrey P. Kendall, CFP®

Investors are routinely warned about allowing their emotions to influence their decisions. However, they are less routinely cautioned about their preconceptions and biases that may color their financial choices.