Logan Jones joined Everhart Advisors in 2015 after completing his degree in business finance from The Ohio State University and leading the varsity golf team as a captain. He became partner in 2019 and now serves as head of wealth management at Everhart. He has pursued additional education opportunities at Yale, Chicago Booth School of Business, and Indiana Wesleyan University where he obtained designations in financial planning. In his time with Everhart, Logan has advised hundreds of individuals on their personal finances. Logan is a CERTIFIED FINANCIAL PLANNER™ professional, a Certified Investment Management Analyst® professional, a Certified Private Wealth Advisor® professional and a Certified Exit Planning Advisor.
“I’ve had a lot of worries in my life, most of which never happened.” – Mark Twain Few behaviors (if any) are more destructive to wealth accumulation than acting based on emotions. Whether the emotions are euphoric or pessimistic in nature, investors don’t want to miss out on potential earnings or participate in potential losses. […]
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In the last 12 months congress has passed several pieces of legislation intended to provide relief to individuals and businesses. One such law, the American Rescue Plan (ARP) of 2021, was enacted last month. It contained some important changes that we highlight here. Child Tax Credit Under prior law, individuals received a $2,000 tax credit […]
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Refinancing is the process of amending or revising your mortgage loan agreement, often resetting the interest rate, term length, and balance of your mortgage loan. There can be significant benefits to refinancing, such as lower interest over the life of your loan, improved cash flow and even debt consolidation. However, refinancing is not always the […]
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