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A Look at the Market – April 2024 Update

By |2024-05-06T12:46:05-05:00May 6th, 2024|Investment Management, The Blog @JGUA|

The S&P 500 had a total return of -4.1% for the month of April. This was its worst monthly return since September last year and is being driven by interest rate movements that have turned higher, once again. 10-Year Treasury Yield Increases to 4.6%. Source: Bloomberg Investors are now weighing the risk/reward scenarios from [...]

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 [...]

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 [...]

A Look at the Market – December 2023 Update

By |2024-01-08T11:07:56-05:00January 8th, 2024|Investment Management, The Blog @JGUA|

Market Factors and the Year Ahead While overall interest rates dictate the price paid to borrow money, the change in interest rates have been driving stock market returns with rates having reached an inflection point this past quarter. The yield earned on 10-year Treasury bond which reached a high of 4.99% in October only to [...]

Exploring the Role of Cryptocurrencies in Modern Investment Strategies

By |2023-12-19T14:55:05-05:00December 19th, 2023|Investment Management, The Blog @JGUA|

The investment world is continuously evolving, and cryptocurrencies have emerged as a notable topic of interest. Digital currencies such as Bitcoin and Ethereum are increasingly catching the eyes of investors, raising questions about their place in a well-rounded investment portfolio. This blog post explores the dynamics of cryptocurrencies as part of a diverse investment [...]

The New Investment Strategy That You Should Consider

By |2023-12-13T08:16:22-05:00December 12th, 2023|Investment Management, The Blog @JGUA|

Have you ever heard the phrase “What’s old is new again?”  Well, if you haven’t, now you have.  To be honest, titling this article in the spirit of what it is about would likely have you scroll right by it.  Two whole sentences in and I still have you wondering what the actual topic [...]

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 [...]

A Look at the Market – October 2023 Update

By |2023-11-06T10:10:30-05:00November 6th, 2023|Investment Management, The Blog @JGUA|

October has historically been a poor month for equity investors with major stock market crashes in the Octobers of 1929, 1987 and 2008. This past October, the S&P 500 stock index fell by 2.8% weighed down by… The uncertainty that comes with a new Middle East war Political infighting even within singular parties as witnessed [...]

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