Jesse Stacy, CFP Financial Advisor

07/10/2024

Why DO we overspend? The psychology of overspending reveals that social influence, lifestyle creep, emotional spending and easy credit access lead us to spend more than we should. Understanding these factors can help you take control of your finances and make smarter choices.

09/06/2023

If you are preparing for end of year tax planning strategies and want a second opinion send me a DM or give me a call at 614-545-1526 and let's talk.

“The beauty of empowering others is that your own power is not diminished in the process.” – Andrew Carnegie

08/07/2023

"I not only use all the brains I have but all that I can borrow." - Woodrow Wilson

04/04/2023

"The individual investor should act consistently as an investor and not as a speculator." - Benjamin Graham

03/01/2023

"If I really want to improve my situation, I can work on the one thing over which I have control - myself." - Stephen R. Covey

02/06/2023

"You cannot escape the responsibility of tomorrow by evading it today." - Abraham LIncoln

01/20/2023

"A problem defined, is a problem half-solved" - Albert Einstein

07/23/2021

For a review of last week's market and guidance for the week ahead, take a look at this report.

A summary of last week's market highlights and economic news.

07/21/2021

An interesting phenomenon is starting to take hold – in April, more than 700,000 workers in the professional and business services fields left their job—the highest monthly number ever. Are you thinking about leaving? Let's talk about the plan for your long-term savings, and how I can be of help.

[EDJ2021]

More Americans are telling their boss to shove it. Is the workplace undergoing a revolution—or just a post-pandemic spasm?

07/20/2021

Do you know how your company-provided retirement plan fits in your overall financial strategy? Let's talk to build a complete picture of your financial goals.

[EDJ2021]

07/17/2021

Check out our weekly market update for news on last week's market and guidance for the week ahead.

A summary of last week's market highlights and economic news.