James Osborn, CPWA® www.envestam.com

Chasing Market Highs? – Behavioral Finance at Work - Envest Explore how behavioral finance explains investor FOMO, herd behavior, and loss aversion during market highs. Learn how to stay disciplined when markets surge and avoid costly mistakes

Financial advisor that believes in diversity, equity and inclusion.

When markets reach record highs, it’s natural to feel excitement and optimism.... suddenly the fear of missing out (FOMO) sets in. envestam.com/chasing-mark...

#cfp #financialplanning #bcorp #1percentftp

Don’t Let a Recession Catch You Off Guard: Steps to Secure Your Finances - Envest Learn how to financially prepare for a recession. Practical steps to secure your money, avoid panic, and build financial resilience.

Financial advisor that believes in diversity, equity and inclusion.

Here is out latest post on preparing for a recession. #cpwa #cfp #financialplanning #bcorp #1percentftp

envestam.com/dont-let-a-r...

Planning for The New Year - Financial Updates for 2025 and a Fraud Alert Reminder - Envest As we ring in the New Year, it’s time to think about how you can make strategic money moves that are effective in enhancing your personal finances as well as protecting those assets from fraud. Here i...

US Stock Market took some over the past four weeks. Investment losses bring up a strategy known as #taxlossharvesting. Here is a brief description of it in this blog we wrote. #cpwa #bcorp #1percentftp

envestam.com/planning-for...

Understanding Credit Reports and Scores: Why They Matter - Envest Your credit report and credit score are key indicators of your financial health. A credit report is a detailed record of your credit history, including accounts, payment history, and inquiries from le...

Financial advisor that believes in sustainability, diversity, equity, and inclusion. Here is our latest blog on Credit Reports and Scores. envestam.com/understandin...