James Osborn, CPWA® www.envestam.com
@jamesoenvestam.bsky.social
Financial advisor, business owner, 1% for the Planet Member, Certified B Corp. Believes in sustainability, diversity, equity, and inclusion. Matching personal finances with your values.
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
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
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
envestam.com
August 26, 2025 at 3:18 PM
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
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
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...
Here is out latest post on preparing for a recession. #cpwa #cfp #financialplanning #bcorp #1percentftp
envestam.com/dont-let-a-r...
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.
envestam.com
April 7, 2025 at 3:22 PM
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...
Here is out latest post on preparing for a recession. #cpwa #cfp #financialplanning #bcorp #1percentftp
envestam.com/dont-let-a-r...
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...
envestam.com/planning-for...
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...
envestam.com
March 12, 2025 at 4:46 PM
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...
envestam.com/planning-for...
Financial advisor that believes in sustainability, diversity, equity, and inclusion. Here is our latest blog on Credit Reports and Scores. envestam.com/understandin...
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...
envestam.com
March 11, 2025 at 12:53 PM
Financial advisor that believes in sustainability, diversity, equity, and inclusion. Here is our latest blog on Credit Reports and Scores. envestam.com/understandin...