Derek Jobe, CFP®

Investment, Behavioral Finance

Why Smart Investors Make Dumb Mistakes: The Hidden Biases That Shape Our Financial Decisions

Investing is often seen as a logical exercise – analyzing information, comparing risks, and making...
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Risk Management, Insurance

The Science of Insurance Underwriting

The world of insurance underwriting can feel like a black box, complex and often misunderstood....
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Tax, Insurance

Death and Taxes…Are You Certain?

While considering your own mortality is never a pleasant thought, death is a reality for everybody....
4 Minute Read
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