Aaron H. Parrish | Source | President at Level Wealth Management
Aaron H. Parrish
President at Level Wealth Management
and 1 other company
Recent Quotes
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My way to help people avoid emotions and think clearly about the situation is to ask, 'If you had the money in cash right now, would you buy that stock?' By framing it that way, people let go of what they previously bought the stock at and realize that there may be a better use of that money.
Media
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With Stocks Surging, Americans Are Saving at 12-Year Low
Surging stock prices and improving job prospects have set Americans off on a spending splurge that is cutting into how much they sock away for retirement and rainy days.
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It's not up to clients to protect themselves from irrationality: Advisor
Financial professionals generally take market swings in stride, so how can their clients protect themselves from their own emotional reactions?
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Employment
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Level Wealth Management (http://www.levelwm.com)
President
started Apr 2019 -
Triad Financial Advisors (http://www.triadfa.com)
Vice President & Senior Financial Advisor
started Jan 2012