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Compound Growth: Build Your Wealth Exponentially

By |2024-03-12T07:52:14-05:00March 12th, 2024|Retirement, The Blog @JGUA|

One common misconception many of us have when it comes to investing is that it is too late to start. Whether you’re thinking about retirement, buying a new home, or even assisting your kids through college, it is never too late to start. One of the main reasons it is never too late to start [...]

A Look at the Market – February 2024 Update

By |2024-03-08T11:53:15-05:00March 8th, 2024|The Blog @JGUA|

February proved to be another good month for the stock market as the S&P 500 stock index rallied 4% driven by investor excitement on Generative Artificial Intelligence and optimism on the overall economy. The strong market rally was across all sectors from Consumer Discretionary and Energy to Industrials and Technology. This market rally was [...]

New Year, New Budget: How to Refresh Your Financial Plan

By |2024-03-05T08:31:37-05:00March 5th, 2024|The Blog @JGUA|

The Budgeting Process Summary: The beginning of the New Year is the perfect time to budget for this upcoming year. To start planning your budget, begin by calculating the after-tax income of your yearly salary. After-tax income is calculated by subtracting the amount you receive after automatic deductions for a 401(K), health insurance, and [...]

What Does Being a “Fiduciary” Really Mean?

By |2024-03-04T08:34:53-05:00February 28th, 2024|The Blog @JGUA|

In the financial world, "fiduciary" is a term thrown around like confetti, often losing its true meaning and raising eyebrows instead of trust. Let’s dive into what it truly means to be a “fiduciary”! What is a Fiduciary’s Duty? At its core, fiduciary duty is a solemn vow. It's a legal and ethical commitment [...]

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 [...]

Love & Money: Navigating Financial Conversations With Your Partner

By |2024-02-13T13:17:17-05:00February 13th, 2024|Investment Management, Retirement, The Blog @JGUA|

Perhaps you saw the recent article that draws a connection between merged finances and marital bliss. Researchers at Indiana University’s Kelly School of Business compared newly married couples who kept their finances separate with couples who merged their finances. They followed these couples for two years and concluded that those who merged their finances were [...]

A Look at the Market – January 2024 Update

By |2024-02-06T11:27:19-05:00February 6th, 2024|Investment Management, The Blog @JGUA|

Mixed Sector Returns in a Strong Labor Economy The stock market was up overall in January but there were material discrepancies in performance returns from the different market sectors. The Russell 3000 index that covers the 3,000 largest publicly traded companies had a monthly performance of 1.1%. However, the market sector performances had investment [...]

Coping with Market Volatility: Building a Resilient Investment Strategy

By |2024-01-31T09:12:10-05:00January 31st, 2024|Investment Management, The Blog @JGUA|

There is an ancient story of a man who has three servants. He calls them all to him one day and announces he is going on a long trip and wants them to watch over some of his money while he is gone. To one servant he gave five coins, to another two coins, and [...]

Estate Planning Essentials: Crafting the Important Documents

By |2024-01-23T10:39:35-05:00January 22nd, 2024|The Blog @JGUA|

Perhaps your mom had a passion for cleanliness and organization as my mom did. “You created this mess, you need to clean it up” was a refrain I often heard. I’ve tried to carry this principle through my adult life. I don’t want to leave a mess for my wife, children, or co-worker to [...]

Financially Savvy Resolutions for the New Year

By |2024-01-09T14:06:05-05:00January 9th, 2024|Investment Management, Retirement, Starting Out, The Blog @JGUA|

As the festive holidays come to an end, we look forward to the New Year. Welcome to 2024, the year in which setting financial goals will guide you toward reaching financial freedom. While everyone's definition of financial freedom is unique, there are a few objectives that can give you a solid foundation for the New [...]

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