Senior Associate Logan Daniel, CFP®, CRPC®, delves into the fascinating realm of behavioral finance, exploring the intricate ways in which personal emotions and cognitive factors can sway financial decision-making.
Managing Associate K.C. Smith, CFP®, CEPA, Associate Adam Stadalius, CFP®, and Chief Investment Officer Troy Harmon, CFA, CVA, provide insight for a widow whose late husband took out a reverse mortgage on their home nearly 15 years ago. They discuss what a reverse mortgage is and what it means for her assets and estate going forward.