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Read our latest commentary from Managing Partner Stephen Weitzel , CFP, at our Peachtree City, GA office on the current disregard for diversification and the perils of indexing. I’m a big believer that it is easiest to learn lessons from other people’s mistakes, but that we as human beings somehow need to experience the pain of that error on our own before we really internalize and believe what we could have learned simply by listening. For many of us who have raised children
Jun 27, 2024
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Bugle Notes (Podcast): EP 3 - Behavioral Finance and Consensus
Your emotions and biases may have a greater impact on your decisions than you think... Our Managing Partners Stephen Weitzel and Joe...
Jun 25, 2024
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Against the Grain
By Michael J. Bennicelli , II, CFA You may have wondered while watching financial media why many financial advisors , analysts, talking heads, and pundits seem to have similar opinions about the direction of the markets, interest rates, and even individual stocks . The news can sometimes become an echo chamber of the popular takes, especially as markets trend towards extremes. You may have also observed that many of these opinions are often judged against the broader “ consen
May 8, 2024
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