ason Voss, CFA, and Ron Rimkus, CFA, delve into the realms of behavioral finance over coffee and discuss why getting beyond the diagnosis of behavioral finance to a prescription for it is so important for investment professionals. Voss and Rimkus also share their tried-and-true prescriptions for “using your brain better to see reality for what it is.”

Categories: Investing 101

Daniel L. Bishop CFP© CEPA©

Daniel L. Bishop is a Advice-Only Comprehensive Financial Planner that has experience in education funding from cradle to career: His deep expertise is in optimizing Late Stage College Funding into a Master Financial Plan for people with complicated situations, like business owners who are nearing retirement and need to prepare for a business exit on their own terms. He founded Black Swan Advisors LLC in 2016, so that he could pursue his passion of real, honest, financial planning advice for families. He loves working virtually with clients across the Heartland of America. Daniel and his wife modernized a century-old, lakefront farm house in southern Illinois. After work, you can often find tpaying with their 2 kids, preferably in the water.