By Jeff Bernier
If you’re lucky enough to work for a company that still offers a Defined Benefit Pension Plan—or DB pension plan—consider yourself lucky.
By Jeff Bernier
Healthcare costs in the US have skyrocketed over the past few decades, and there seems to be no end in sight to the rising expense for
By Jeff Bernier
When the Great Recession hit just over a decade ago, investors faced an immense challenge as the S&P 500 lost about 50% of its value and even
By Jeff Bernier
The fear of missing out. We’ve all experienced it. In fact, it’s so prevalent that it even has a popular acronym: FOMO. And while FOMO
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
