Jeff BernierMay 8, 20234 minThe Evolution of Behavioral Finance: Why Successful Investing is About More Than Just the MathWhen I was a finance major at the University of Georgia, I studied the Capital Asset Pricing Model (“CAPM”). Early in my career I was...
Jeff BernierMay 4, 20232 minBeyond the Material Matters: How I Found Deeper Purpose in Helping Clients Live Happier LivesBy 2005 I could see that my business was going to thrive. So why wasn’t I satisfied? My first epiphany came that same year when I went...
Jeff BernierApr 23, 20231 minTrusting Your Gut: 5 Questions to Ask When Choosing a Financial AdvisorNo 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...
Jeff BernierOct 15, 20222 minFinancial Peace and Meaning in TandemHave you been working diligently in your profession and “counting the days” until you no longer trade your efforts for a paycheck? Have...