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Michael Bennicelli
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Join date: Jan 24, 2022
Posts (9)
Jun 27, 2024 ∙ 6 min
Don't
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, coached a...
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Jun 25, 2024 ∙ 1 min
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...
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Jun 2, 2023 ∙ 3 min
Holding Cash: Understanding the Pros and Cons
Stephen Weitzel and Joe Perdue discuss our perspective on the pros and cons of going to cash in the current favorable yield environment....
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