About Jason Lina

Jason Lina is a Partner, Lead Advisor, and Chief Investment Officer at Resource Planning Group where he advises clients in financial planning matters covering investments, taxes, estate planning, retirement planning, personal finance, education planning, and insurance. He is a Chartered Financial Analyst (CFA) charterholder and a CERTIFIED FINANCIAL PLANNER™ (CFP) with over 18 years of professional experience in the financial services industry. Jason earned his MBA from the Tuck School of Business at Dartmouth College, and received his undergraduate degree (BA, History) from Davidson College where he was captain of the golf team and a first-team Academic All-American. You can find Jason's personal biography and contact information here.

The Rewards of Fear

26 days into my professional career, something that had never happened before, happened.  And it was not an unprecedented event that largely went unnoticed – like the time, early in my career, when I inadvertently wore different dress shoes on my left and right feet.  While that remains memorable to at least one person, the [...]

Underwhelmed, Most of the Time

Investing in the stock market probably does not feel boring in December 2018.  Scary, volatile, unsettling, and capricious are terms that might be used to describe investing over the past few weeks.  But not boring. Yet successful investing is boring.  Beautifully boring.  Famous hedge fund investor George Soros summed it up well: "If investing is [...]

Things That Are Rare

Let's have an honest conversation about things that are rare. 1) A perfect game in baseball In over 210,000 Major League Baseball games spanning 140 years, there have been just 23 perfect games. 2) A full moon solstice  According to the Old Farmer's Almanac, there have been 10 full moon winter solstices and 8 full [...]

Why I Bonds May Be the Most Underappreciated Savings Vehicle

Your end of year to-do list is already overflowing.  You have to prepare and send holiday cards, put up lights, get the holiday-themed lawn ornaments up, make cookies for neighbors, prepare the guest bedroom for family, hide the elf, buy gifts, wrap gifts, mail gifts, and possibly then tackle any or all of the items [...]

Three Myths of Bonds

The two most important reasons to own high quality bonds in a portfolio are to provide diversification and to provide capital preservation.  A catchy opening line, if there ever was one.  Several big finance words (like diversification and preservation), an unexciting topic (bonds), and a subjective statement that may not seem to have actionable implications [...]

Make Informed Vehicle Purchase Decisions

In 1996, Thomas Stanley and William Danko co-wrote The Millionaire Next Door – an examination of millionaires in America and the common qualities that continuously appear among this demographic.  They spent nearly 20 years interviewing Americans with a net worth of at least $1 million and compared the behavior of what they termed “UAWs” (Under [...]

3 Suggestions for Purchasing 2019 Private Health Insurance

An estimated 20 million Americans do not have access to Medicare, Medicaid, or employer provided insurance and will be left to purchase their own health insurance in 2019.  If you’re among that 20 million, the news is relatively good.  In most states, premiums next year will be relatively flat (or even down in some states), [...]

Control the Controllables

Paul Azinger is described by many as the best Ryder Cup captain ever.  In 2008, he led what was arguably the least accomplished, least experienced, and least talented team of American golfers in the history of the Ryder Cup event – a 12-person team, missing the injured Tiger Woods and lacking a single player with [...]

What working parents can learn from the backpacking community

It is a late-April morning and you are standing at the rim of the Grand Canyon, ready to hike down to the Inner Canyon.  The temperature is a few degrees below freezing and an uncomfortably cold wind is blowing.  You have come prepared and dressed appropriately to fend off the bitterly cold wind as you [...]