About Jakob Brost, MS

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So far Jakob Brost, MS has created 8 blog entries.

The Tax-Conscious Investor: Maximizing Returns by Minimizing Taxation

By |2024-04-02T12:22:15-05:00April 2nd, 2024|The Blog @JGUA|

In today’s complex financial landscape, savvy investors understand that building a portfolio shouldn’t just be about maximizing your return for a certain level of risk. More and more people are starting to realize that you must consider the tax components of your investments, as it can have a big effect on what you are actually [...]

Retirement Income Strategies: Maintain Your Lifestyle Without Compromising Financial Security

By |2024-02-20T10:39:25-05:00February 20th, 2024|Retirement, The Blog @JGUA|

Retirement is a significant milestone for many, but it can be a scary adjustment to go from a steady income to living off of your retirement assets. Now that you will no longer be able to rely on your working income, it is very important to strategically plan your retirement. In this article, we [...]

A Year-End Portfolio Review: Key Considerations for Portfolio Health in 2024

By |2023-12-04T13:49:30-05:00December 4th, 2023|Investment Management, The Blog @JGUA|

As we approach the close of another year, now is the perfect time to review your financial portfolio and make sure you are prepared for the potentially volatile market that the New Year will bring. This has become particularly important this year given all of the recent instability we have seen in the markets [...]

Navigating Your Retirement: Common Pre- and Post-Retirement Pitfalls

By |2023-10-17T13:05:33-05:00September 26th, 2023|Retirement, The Blog @JGUA|

Retirement is a very significant milestone that requires careful planning to ensure you are comfortable in your golden years. Whether retirement is coming up in the next few years or you have already retired, avoiding common mistakes can save you a lot of headache and sleepless nights. In this article, we are going to [...]

Understanding Risk Tolerance and Diversification: Keys to Successful Investing

By |2023-06-07T09:21:19-05:00June 7th, 2023|Investment Management, The Blog @JGUA|

A common misconception that some people make is that gambling and investing are the same. This idea can become amplified during hard market times or economic downturns. No matter the reason, there are significant differences between the two, particularly in the ability to manage and mitigate your risk. Two essential investment concepts that deal with [...]

Financial Stress & Anxiety: Causes and Strategies For Dealing With Them

By |2023-05-02T15:19:17-05:00May 2nd, 2023|The Blog @JGUA|

Financial stress and anxiety have become increasingly prevalent today as a result of an abundance of information right at our fingertips. This was especially evident during the Covid-19 pandemic, as many people were affected financially due to various regulations. However, it is important to recognize that financial stress and anxiety cannot always be resolved by [...]

How to File a Tax Return Extension

By |2023-04-14T13:11:03-05:00April 14th, 2023|The Blog @JGUA|

Even though tax season comes around year after year, filing taxes can still be a daunting task for many taxpayers. If you need more time to file your tax return, you can apply for a tax extension. However, there are some important things to keep in mind when applying for an extension. In this [...]

Tax-Wise Charitable Giving

By |2023-03-20T09:13:04-05:00March 20th, 2023|Charitable Giving, The Blog @JGUA|

Every year as April comes around, many of us find out very quickly how easy it is for your tax burden to add up and eat away at your take-home pay. The worst part is that when you realize it, it is sometimes too late to give yourself that much deserved tax break. While [...]

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