By David Geller | October 4, 2018
JOYN is on a mission to change the way America thinks about money – for this and future generations. Last week, JOYN leadership met with the future of the financial services industry at Georgia Tech to do just that.
And for two JOYNers, it was a collegiate homecoming celebration.
On September 25th, CEO David Geller joined Financial Advisor Tiffany Rosetti, Director of Marketing Jarrett Oakley, and Director of Investments John Steele for an engaging panel conversation on Behavioral Wealth Management.
The presentation was…
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By Matthew Geller | September 17, 2018
Atlanta Magazine has announced its 2018 “Five Star Atlanta Wealth Manager” award and seven of JOYN’s financial advisors earned this prestigious award.
The Five Star Atlanta Wealth Manager Award recognizes wealth management professionals who “show a commitment to clients, demonstrate strong industry credentials and are evaluated on the quality of their current practice.(1)”
Our seven JOYN advisors join just 9% of applicants honored with the Five Star Wealth Manager Award.
“At our core is a belief that the client’s well-being comes first,” said…
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By David Geller | September 17, 2018
Dear Elon,
After reading your candid interview in a recent NY Times article and observing several interviews, I have a window into why this year has been so trying for you.
It’s deeply unfortunate that society has pigeonholed you and minimized your difficult situation. As with other financially successful and high-profile business owners I’ve worked with, society tends to draw a common, and incorrect, conclusion: “they should be happy because they have so much money.”
We both know money doesn’t buy happiness.
After all,…
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By Jarrett Oakley | September 17, 2018
By the time you finish reading this, at least one person will have been diagnosed with Alzheimer’s Disease in the United States.
Our society faces a daunting challenge in our efforts to provide greater awareness for Alzheimer’s Disease – America’s sixth leading cause of death.(1) Within our client and staff community, we’ve experienced firsthand the destructive and debilitating power of this degenerative disease and the challenges of family caregiving.
One of our clients mentioned that “dealing with my parents’ aging and all…
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By Jason Eagle | September 17, 2018
A gamma ray burst turned Bruce Banner into the Hulk and transformed a group of astronauts on an expedition into the Fantastic Four. And though we aren’t talking about gamma rays, we believe a different type of gamma can be harnessed in your portfolio and your financial plan.
With respect to portfolio performance, we talk about: alpha (α), a measurement of excess return; beta (β), a measurement of relative risk; and delta (∆), a measurement of change. But there is little…
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By Jarrett Oakley | September 17, 2018
On August 24, JOYN gathered with over 100 other exhibitors to engage with Alpharetta citizens and business leaders at the Atlanta Marriott Hotel for the 2018 Alpharetta Business Expo. In all, over 900 people were in attendance.
The event, presented by the Alpharetta Business Association, featured new businesses and emerging tech start-ups from Tech Alpharetta, as well as an insightful healthcare panel from HIPnation entitled, “A Doctor’s View to Control Healthcare Costs.”
“It was a fantastic event and a great way to…
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Financial Times Names JOYN to FT300, one of just 16 Top Financial Advisors in Georgia
June 28, 2018
Atlanta, GA – June 28, 2018: JOYN, Atlanta’s Behavioral Wealth Management firm, has been named to the Financial Times 300 (FT 300) Top Registered Investment Advisers for the fourth time in five years. The ranking recognizes the top independent RIA firms across the United States based on assets under management and other factors.*
JOYN is one of just 16 RIAs named in Georgia, and it’s “the first time that Atlanta was home to the most FT 300 advisers, with 14. New…
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By David Geller | June 8, 2018
JOYN’s Behavioral Wealth Management Model
JOYN’s mission is to change the way America thinks about money. Recently, we took to the airwaves to do just that.
Last week, JOYN’s CEO David Geller joined Business Radio X’s Stone Payton for an in-depth interview to discuss how — by combining exceptional wealth and investment management with the wisdom of behavioral science – we help our clients live more fulfilling, joyful lives.
Their engaging conversation spanned a number of topics, from how we help clients navigate money messages that affect their decision-making, to…
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By David Geller | March 28, 2018
You’ve no doubt heard us say that above a certain threshold, additional money doesn’t generate a corresponding boost in happiness. But now, there’s a new study that drills down a bit more to explore what that means.
The seminal 2010 Princeton study, co-authored by two Nobel laureates[1], concluded that income and happiness are correlated, but only up to a point. Intuitively, that makes perfect sense because if you’re worried about paying for necessities, like having enough money to put a roof…
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The Real Cost of a Bear Market
By David Geller | February 14, 2018
Enough with the "reassuring" historical data about bear markets, corrections, blah blah. Numbers speak to your brain, & it may not be listening right now.
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