Jon Bock Earns Certified Exit Planning Advisor Designation
July 31, 2024
Impact Advisors Group is pleased to announce that Jon Bock, CPA/PFS has earned his Certified Exit Planning Advisor (“CEPA”) designation.
Impact Advisors Group is pleased to announce that Jon Bock, CPA/PFS has earned his Certified Exit Planning Advisor (“CEPA”) designation.
Four self-inflicted biases that knock a number of investors off-course are anchoring, blind spot, confirmation and familiarity bias.
According to The National Institutes of Health, 59% of adults between the ages of 85 and 89 receive a family caregiver’s help.
When we look at history, generally in a bear market riskier asset classes like Small Cap Stocks decline more than Large Caps.
Thomas Deans, the author of Every Family’s Business, often asks business owners a question that they find quite polarizing and IMPACTful.
Legendary economist Benjamin Graham once stated that ‘your own behavioral biases are often the greatest threat to your financial well-being.’
Without a will or trust, the state chooses how your estate is divided and who will take care of your minor children.
Most investors believe that the cornerstone of an investment portfolio is based upon researching individual stocks and actively trading them.
Business owners and independent contractors have unique opportunities and challenges when it comes to their personal financial planning.
In the final installment of our Evidence-Based Investment Insights Series, let’s review the key take-home messages from each installment.
Arguably, the most significant factor in your evidence-based investment strategy is the human factor.
Your financial goals are the lead for your financial plans. Poor planning is unlikely to take you where you want to go.
Continued research has helped us identify additional market factors at play, with additional potential premiums.
Grounding your investment strategy in rational methodology strengthens your ability to stay on course toward your financial goals.
In the final installment of our ‘Bringing Order to Your Investment Universe’ Series, let’s talk about optimizing your organized investments.