financialplanning | Jeff Bernier

From Fear to Preparedness: Embracing the Normalcy of Recessions

If you visited the Dairy Queen restaurant in Fargo, North Dakota to see the world’s largest Dilly Bar in July, you would be welcomed by...

The Evolution of Behavioral Finance: Why Successful Investing is About More Than Just the Math

When I was a finance major at the University of Georgia, I studied the Capital Asset Pricing Model (“CAPM”). Early in my career I was...

Trusting Your Gut: 5 Questions to Ask When Choosing a Financial Advisor

No matter how perfect an advisor’s background, skills, and ethics may be, it’s important to trust your gut when it comes to your personal...

Three Lessons for New Year Goal Planning

If you visited the gym this week, you may have noticed larger crowds than normal. Yes, it’s new year’s resolution season! The turning of...

Financial Peace and Meaning in Tandem

Have you been working diligently in your profession and “counting the days” until you no longer trade your efforts for a paycheck? Have...

SUBSCRIBE