ABCs of Behavioral Biases (H to O)
In the latest installment of our Behavorial Biases Series, let’s look at hindsight, loss aversion, mental accounting and outcome bias.
ABCs of Behavioral Biases (F to H)
In the latest installment of our Behavorial Biases Series, let’s tackle fear, FOMO (greed), framing and herd mentality.
Jon Bock Earns Certified Exit Planning Advisor Designation
Impact Advisors Group is pleased to announce that Jon Bock, CPA/PFS has earned his Certified Exit Planning Advisor (“CEPA”) designation.
ABCs of Behavioral Biases (A to F)
Four self-inflicted biases that knock a number of investors off-course are anchoring, blind spot, confirmation and familiarity bias.
Financial Planning: Taking On the Role of A Caregiver
According to The National Institutes of Health, 59% of adults between the ages of 85 and 89 receive a family caregiver’s help.
Investment Planning: The Market – Breaking All the Rules
When we look at history, generally in a bear market riskier asset classes like Small Cap Stocks decline more than Large Caps.
Business Planning: Crucial Question for Every Family Business Owner
Thomas Deans, the author of Every Family’s Business, often asks business owners a question that they find quite polarizing and IMPACTful.
Introduction to the ABCs of Behavioral Biases
Legendary economist Benjamin Graham once stated that ‘your own behavioral biases are often the greatest threat to your financial well-being.’
Financial Aid Guidance for Divorced or Separated Families
If you file tax returns separately AND are separated from your partner, colleges consider you a two-household family.
13 Ways to Successfully Pay Your College Bill
Take some time to map out how to pay for all four years before your student gets the bill for freshman year.