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So far JGUA Advisors has created 18 blog entries.

Volatility in the Market – with Commentary from John G. Ullman

By |2019-01-10T11:45:30-05:00February 9th, 2018|Investment Management, The Blog @JGUA|

Market Drops…Now What?? *Spoiler alert…..no need to panic. It’s been a Volatile week in the Markets. Sharp declines, and the dramatic headlines that follow, can trigger panic and feelings of uncertainty, especially after the record breaking growth that’s been seen in the Market over the last year. What caused the drops seen in the Market [...]

Advisor Spotlight: Todd Brost, CFP®

By |2019-01-10T11:45:37-05:00February 5th, 2018|The Blog @JGUA|

As you likely know the 2018 Winter Olympics are approaching, to be held in PyeongChang South Korea Feb. 9-15. What you may not know, is that one of our very own, Todd Brost, Senior Advisor here at JGUA is an Olympian! As part of our Advisor Spotlight series we asked Todd to share his Olympic [...]

To Pre-pay or Not To Pre-Pay

By |2019-01-10T11:46:17-05:00January 2nd, 2018|The Blog @JGUA|

Questions linger in regards to Year-End Tax planning post passage of GOP Tax Bill... With the passage of the GOP Tax Bill, many questions are lingering about the impact to taxpayers heading into the New Year. The clock is ticking to make sure taxpayers take advantage of any opportunities to maximize deductions on their 2017 [...]

GOP Tax Bill Passes

By |2019-01-10T11:47:28-05:00December 20th, 2017|The Blog @JGUA|

 Its official…The GOP’s $1.5 trillion tax plan cleared the Senate early this morning. (...with a lump of coal provision in the end.) The bill passed the House earlier Tuesday, but due to a procedural snafu the chamber will vote again today before noon. The re-vote isn’t expected to change the outcome. The Tax Cuts and Jobs Act, [...]

Are You Prepared for a Disaster?

By |2019-01-25T10:29:53-05:00December 12th, 2017|Investment Management, Retirement, Starting Out, The Blog @JGUA|

Are You Prepared for a Disaster? Nora Smith, Information Services Manager This Holiday season, so many of us are watching the news helplessly as the fires rage in California and thousands have been forced to leave their homes. The ongoing natural disaster in the West comes on the heels of a horrific Hurricane season that [...]

Happy #GivingTuesday!

By |2018-11-21T12:27:23-05:00November 28th, 2017|Charitable Giving, The Blog @JGUA|

Your Guide to Charitable Giving this Holiday Season Sara Rolls, Associate Advisor What is #GivingTuesday? According to www.givingtuesday.org #GivingTuesday is celebrated on the Tuesday following Thanksgiving (in the U.S.) and the widely recognized shopping events Black Friday and Cyber Monday. #GivingTuesday kicks off the charitable season, when many focus on their holiday and end-of-year giving. [...]

Want to help your kids financially? Be the bank.

By |2019-01-10T11:48:15-05:00October 19th, 2017|The Blog @JGUA|

I want to help my (adult or young adult) kids (or grand kids) financially without just giving them money. Have you ever thought this? Have you wanted them to still have some accountability or teach them to manage some debt without it being such a burden to them? This is something we hear and get [...]

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