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Are You Anxious About Stock Market Volatility?

By |2019-01-10T11:42:11+00:00January 7th, 2019|Investment Management, The Blog @JGUA|

When reflecting on the performance of the markets over the last year what comes to mind?   Turbulence? Fluctuations? Uncertainty? All of the above?   If the answer is yes, you aren’t alone. According to CNBC* Nearly 40 percent of Americans said they were "anxious" about stock market volatility...and that was before the roller coaster [...]

Are Target Date Funds a Bulls-eye or off the Board?

By |2019-02-07T09:30:46+00:00January 3rd, 2019|Investment Management, Retirement, The Blog @JGUA|

Target Date Funds Explained By Mason Jones, CFP®   Target date funds (TDFs) have been around for over two decades. These funds are meant to help investors simplify their decision-making in how to allocate and diversify their assets, especially as they get closer to retirement age. The funds are created by a specific mutual fund [...]

No Pardon for Turkey

By |2019-01-10T11:42:55+00:00August 23rd, 2018|Investment Management, The Blog @JGUA|

It goes without saying, that the JGUA Investment Philosophy and our hands on, personalized approach to Investment Management is incredibly valuable to the clients we have the privilege of serving. One of our differentiating factors is our belief that research and due diligence are of paramount importance and therefore these functions are kept in-house as [...]

Is Your 457 Plan Leaving Money On the Table?

By |2019-01-10T11:44:57+00:00March 20th, 2018|Investment Management, Retirement, The Blog @JGUA|

Andrew Baron, CFP® Associate Advisor 457 plans, one of the lesser known retirement savings plans are a special kind of plan for non-profit organizations. The sponsor of the plan must be an employer that is either a state or local government entity or a qualifying 501(c)(3) organization. Federal employees are not covered under these plans [...]

Do you qualify to utilize a QCD?

By |2019-01-10T11:45:18+00:00March 8th, 2018|Charitable Giving, Investment Management, Retirement, The Blog @JGUA|

If you do, reviewing your QCD strategy this Tax Season should be a priority... Kathryn W. Gerwig, CFP® Senior Advisor As you complete your 2017 income tax returns, keep in mind some tax provisions that will possibly be more important for 2018 and future years’ tax planning.  In 2015, the Protecting Americans from Tax Hikes Act [...]

Spousal IRA — A Valentine’s Gift for your Spouse

By |2019-01-10T15:19:17+00:00February 13th, 2018|Investment Management, Starting Out, The Blog @JGUA|

Cynthia Rivera, JD Associate Advisor  Many of our financial decisions and future planning are borne out of love. To take care of those we love….is an ideal that permeates most of our daily thoughts and actions. So, on this Valentine’s Day, amid the flowers and chocolates you may want to consider a nonconventional gift for [...]

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

By |2019-01-10T11:45:30+00:00February 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 [...]

Want to reduce your Medicare premium? Your charitable contributions could be the answer.

By |2019-01-10T11:47:34+00:00December 19th, 2017|Charitable Giving, Investment Management, The Blog @JGUA|

Want to reduce your Medicare premium? Your charitable contributions could be the answer. Brandi Graham, CFP® What do Medicare premiums and charitable giving have in common? One may be able to save you money on the other… If you make gifts to charity and are required to take a required minimum distribution (RMD) from your [...]

Are You Prepared for a Disaster?

By |2019-01-25T10:29:53+00:00December 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 [...]