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 [...]

Managing the Marathon: Stages of the Financial Race

By |2023-06-02T06:50:56-05:00June 2nd, 2023|Managing the Marathon, The Blog @JGUA|

Often times I hear many associate running a marathon as two races: the first half with your head and the second half with your heart. However, in my practice, races are made up of many parts regardless of the distance. While no race is the same, some you may find a rhythm immediately. Others, [...]

Aging in Place: Independence, Comfort & Community Support

By |2023-06-07T09:28:27-05:00May 30th, 2023|Retirement, The Blog @JGUA|

On a daily basis, I seem to be having conversations my clients, my own family members and friends about ageing. My baby boomer Mother is constantly lamenting about her various woes and fears as she edges towards her golden years. The general theme amongst many I know is avoidance, fear and talk of taking [...]

How to Protect Your Identity: A Guide to Safeguarding Your Financial Future

By |2023-06-07T09:38:24-05:00May 26th, 2023|Retirement, Starting Out, The Blog @JGUA|

The 21st century has ushered in a digital revolution that has made our lives more connected and convenient than ever before. In the age of Internet banking, online shopping, and digital currencies, we've embraced a new level of accessibility to our finances. However, as our lives become increasingly entwined with the digital world, the [...]

A Look at the Market: April 2023 Update

By |2023-05-12T10:06:42-05:00May 12th, 2023|Investment Management, The Blog @JGUA|

In the ever-changing world that surrounds the stock market and economy in general, the team at John G. Ullman & Associates is committed to keeping you informed and up to date on the latest news and events that could affect you! Each month, Mark Abdalla, CFA®, MBA, will recap the news and events that [...]

The Formula for Your Perfect Car

By |2023-05-09T07:04:26-05:00May 9th, 2023|Starting Out, The Blog @JGUA|

Whenever I see one I’m caught off guard. I’m driving somewhere, minding my own business, and there it is. A forest green Mazda Miata with a tan rag top and tan leather seats (Standard transmission of course. Why would you have such a car with an automatic transmission?) My dream car. But I don’t own [...]

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 [...]

Managing the Marathon: Rebuilding Your Base

By |2023-04-28T10:17:34-05:00April 28th, 2023|Managing the Marathon, The Blog @JGUA|

“It’s never too late to be what you might have been.” Whether its life, money, or running, we’ve all been there. For the majority of the past decade, I’ve been the person that many would recognize first and foremost as a runner. Yet, after ten years of year round double training days, nobody was as [...]

Laid Off: How to Respond With Confidence

By |2023-04-25T09:56:38-05:00April 25th, 2023|Retirement, Starting Out, The Blog @JGUA|

My dad spent his working career as a salesman for several notable companies in the grocery industry. 25 years ago company management decided their sales force was costing them too much and over several years cut it in half. My dad survived several rounds of layoffs but eventually his boss came to him with [...]

Introducing Bill & Penny Otis: A Series Showcasing How Our Team Could Help You!

By |2023-04-18T09:22:15-05:00April 18th, 2023|Meet Bill & Penny: A Series Showcasing How Our Team Can Help You!, The Blog @JGUA|

I’m David Plante, the Director of Relationship Development here at John G. Ullman & Associates and I wanted let you know a little about what my team and I do, as we introduce an exciting new initiative that could help provide you some context about our process here at the firm. We understand that [...]

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