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JOYN CEO Takes to the Airwaves to Discuss Innovative Behavioral Wealth Management Model
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JOYN CEO Takes to the Airwaves to Discuss Innovative Behavioral Wealth Management Model

JOYN's Behavioral Wealth Management Model JOYN’s mission…
Show Me the (Latest Study on) Money!
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Show Me the (Latest Study on) Money!

You’ve no doubt heard us say that above a certain threshold,…
Talk to Your Heart Because Your Head’s Not Listening
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Talk to Your Heart Because Your Head’s Not Listening

Enough with the "reassuring" historical data about bear markets, corrections, blah blah. Numbers speak to your brain, & it may not be listening right now.
JOYN CEO Quoted in Timely Wall Street Journal Article
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JOYN CEO Quoted in Timely Wall Street Journal Article

Most wealthy parents feel conflicted talking to their children about family money, Read a summary of David Geller's advice in Feb 12's Wall Street Journal.
Mind-Bending Markets Play “Red LightGreen Light
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Mind-Bending Markets Play “Red Light/Green Light"

Many news media sensationalized the market pullback by focusing on the DJIA's "biggest single-day point decline" (-1,175). Yet the percentage decline (-4.6%) was only its 100th worst single trading day. Then on Feb 6, the market changed direction 29 times before the Dow ultimately closed up 567 points (2.3%).
A Message of Hope
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A Message of Hope

I have so much to be thankful for this holiday season, yet I find myself feeling frustrated and sad. In today’s world, it’s easy to feel discouraged. But it doesn’t have to be that way. We can choose a different path, one of hope and resilience.
2017 Tax Bill Highlights & Year-End Tax Planning Opportunities
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2017 Tax Bill Highlights & Year-End Tax Planning Opportunities

On Wednesday Dec. 20, Congress passed the 2017 tax bill. Here are the highlights along with important tax planning opportunities to consider before year-end.
The Real Cost of Caring for Your Loved One
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The Real Cost of Caring for Your Loved One

Caregivers are America’s underappreciated heroes. When…
Eleven JOYN Financial Advisors Named Atlanta Top Wealth Managers
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Eleven JOYN Financial Advisors Named Atlanta Top Wealth Managers

Eleven JOYN Financial Advisors earned the 2017 "Five Star Atlanta Wealth Manager" award, a prominent distinction given to only 13% of applicants.
Comparing Your Wealth is Stealing From Yourself
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Comparing Your Wealth is Stealing From Yourself

Despite our undeniably high standard of living, it’s easy to feel poor next to people with more, and that can affect us in surprising ways. Remember: Your net worth doesn’t measure your self-worth.
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Hurricane Harvey: Impact on the Market & Investment Managers

Concerned about Hurricane Harvey's market impact and your investments? We believe the market impact will be more transitory and smaller than this storm might suggest.
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New Atlanta Caregiver Workshop Takes on One of Most Avoided Issues of our Time

Caring for elderly parents or spouses can be tremendously expensive and stressful—and even create significant health issues for caregivers.

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Financial Benefits of Behavioral Advising

Better Advice. Better Decisions. Better Life.

There are significant financial benefits focusing on your behavior and making better decisions. Vanguard research and other academic studies have concluded that behavioral advising can add 1% to 2% in net return. (Source: Vanguard, 2016

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