Archive | October, 2015
loss aversion

Behavioral Finance: Loss Aversion

What is Loss Aversion? Find out in the behavioral finance video below. Understanding loss aversion and how it relates to you as an investor is a great Financial Strategy For Life!   PLEASE NOTE: The link(s) provided is strictly a courtesy. When you link to any of the third-party material provided here, you are leaving […]

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retirement estate planning

Beware the “Free” lunch or dinner!

There’s no such thing as a free lunch…or a free dinner   Guest Post by Lauren T. Millovitsch, Esq.   (learn more about Lauren at the end of this post)   If you’re retired or approaching retirement, you’ve probably received a few invitations in the mail for estate planning seminars. Generally, they reel you in with […]

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Martin Truex Jr. Foundation’s New Mission

The Martin Truex Jr. Foundation has a new mission for fighting childhood and ovarian cancer. This update comes from one of my clients, Sandy Plemmons. She is the Executive Director of the foundation and wants us to make a difference.  Martin and Sherry share their new mission in the video above and want you to […]

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