By Jeff Bernier
It’s barely July and I’ve already had quite an adventurous summer! Ashley and I were no sooner back home from a trip to Italy when I left
By Jeff Bernier
My family lived in South Georgia when I was in high school, about 40 miles from Florida. Just over the state line, in Monticello, the
By Jeff Bernier, CFP®
Investment fads are nothing new.
Back in the mid-80s (when I was a fledging advisor!), everyone seemed to be investing in Government
By Jamie Stolz, CFP®
My son is 3 years old—an age that can be one giant test of patience for any parent. At the moment, my biggest parenting challenge is
By Jeff Bernier
With St. Patrick’s Day on the horizon (and with the search for a new strategic assistant on my to-do list!), I’ve been thinking a lot about
By Jeff Bernier
Years ago, Peter Lynch was famously quoted, offering this sage guidance for investors: “Buy what you know.” It’s a mantra that many investors
By Jeff Bernier
I was at a conference years ago when a speaker walked onto the stage, looked directly at the audience, and asked this question: “At what age
By Jeff Bernier
For pilots, the pre-flight checklist is 100% mandatory. To be sure everything is in working order before leaving the ground, pilot and co
By Jeff Bernier
Last week, I turned off my computer, turned off my cell phone, and headed out for a Desert Day. It’s the time when, once every quarter, I
By Jeff Bernier
Technology is changing our lives. And now it can potentially change your insurance rates. It’s all about the power of the ‘nudge.’
It’s no
