Managing the Marathon - John G. Ullman & Associates

Managing your financial life can feel like a sprint, but is often a marathon where every decision you make matters. At John G. Ullman & Associates, we value a long-term relationship with our clients that helps you manage that marathon from start to finish.

Led by Associate Advisor Lyndsey M.K. Payne, MBA, a former collegiate cross country and track athlete, this series of articles covers the marathon that is financial planning and the different strategies you can utilize to help you achieve your goals!

Managing the Marathon: Balancing the Miles of Your Financial Portfolio
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Managing the Marathon: Balancing the Miles of Your Financial Portfolio

Managing the Marathon, The Blog @JGUA

Managing the Marathon: Balancing the Miles of Your Financial Portfolio

By Lyndsey Payne, MBA|2023-12-21T09:48:04-05:00December 21st, 2023|Managing the Marathon, The Blog @JGUA|

Balanced running extends beyond sheer physical strength. It’s the art of harmonizing different aspects within running. For my mathematical enthusiasts, this all began with American exercise physiologist Jack Tupper Daniels and his formula to V.O2 max training. Jack’s findings tell us a 17:30 5k is the equivalent fitness to a 5:06 mile, along with various [...]

Managing the Marathon: Stages of the Financial Race
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Managing the Marathon: Stages of the Financial Race

Managing the Marathon, The Blog @JGUA

Managing the Marathon: Stages of the Financial Race

By Lyndsey Payne, MBA|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, [...]

Managing the Marathon: Rebuilding Your Base
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Managing the Marathon: Rebuilding Your Base

Managing the Marathon, The Blog @JGUA

Managing the Marathon: Rebuilding Your Base

By Lyndsey Payne, MBA|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 [...]

Managing the Marathon: A Guide to the Retirement Finish Line
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Managing the Marathon: A Guide to the Retirement Finish Line

Managing the Marathon, The Blog @JGUA

Managing the Marathon: A Guide to the Retirement Finish Line

By Lyndsey Payne, MBA|2023-04-14T09:25:58-05:00April 11th, 2023|Managing the Marathon, The Blog @JGUA|

It comes as no surprise that managing the marathon is about playing the long game. Here’s the thing about this sport: someone is out there making a comeback, someone is in the middle of a breakthrough, someone’s battling an injury, and someone is celebrating a win. The beauty of running is we’ve all been [...]

Managing the Marathon: Protecting Yourself On and Off the Course
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Managing the Marathon: Protecting Yourself On and Off the Course

Managing the Marathon, The Blog @JGUA

Managing the Marathon: Protecting Yourself On and Off the Course

By Lyndsey Payne, MBA|2023-03-24T09:48:06-05:00March 24th, 2023|Managing the Marathon, The Blog @JGUA|

One thing’s for certain, there’s no cheating in marathon training. The 5am wakeups, grueling mileage, and painful interval workouts all feel worth it when the taper hits and the light is shining at the end of the tunnel. For me, a mix of medium volume and high intensity consisting of double days, 60 mile weeks, [...]

Managing the Marathon: Winning Race Strategies
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Managing the Marathon: Winning Race Strategies

Managing the Marathon, The Blog @JGUA

Managing the Marathon: Winning Race Strategies

By Lyndsey Payne, MBA|2023-03-10T08:46:17-05:00March 10th, 2023|Managing the Marathon, The Blog @JGUA|

Strategically planning ahead goes a long way with running and finances. Time after time, Boston University’s David Hemery Indoor Invitational was always by far my favorite meet to go to in the long track season. With over 5,000 entries, the two day event is where many special BU magic moments happen for runners from [...]

Managing the Marathon: Goal Setting for the Finish Line
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Managing the Marathon: Goal Setting for the Finish Line

Managing the Marathon, The Blog @JGUA

Managing the Marathon: Goal Setting for the Finish Line

By Lyndsey Payne, MBA|2023-02-15T08:02:45-05:00February 15th, 2023|Managing the Marathon, The Blog @JGUA|

Goal setting is a vital component when it comes to running and finances. Defining what that goal entails gives us a starting line and the motivational drive to reach destinations big and small. I would always encourage my college teammates and the athletes I’ve coached to think long term. It’s not one week, not one [...]