Behavioral Finance Insights

Judith Gordon

Principal

Behavioral Finance

The Spirit of Giving

December 12, 2022   -   Mindful giving allows us to consider what we know of the recipient and to think about what that person might like to receive. Principal Judith Gordon outlines ways to think outside the box and bring mindfulness to holiday gifting.

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Katherine Willis

Partner

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Curious about learning more? Let’s talk.

Tell us about yourself and your current financial situation without cost or obligation. Receive an introduction to a wealth management colleague, have a personal conversation, and get your questions answered.

By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.