Jesse Stacy, CFP Financial Advisor

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.

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

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

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

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

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

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

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

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

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]

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

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]

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

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