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Featured Insights

Check out the latest articles, videos and podcast content curated by JGUA Financial Advisors, Research Analysts and more below. Topics covered include retirement, investment management, estate planning, financial planning and beyond.

Latest Insights

Scott Townsend, CFP®

Playing the Credit Card Shuffle

Alex Chacho

Breaking Down 401(k) Rollovers: Pre-Tax, Roth, and After-Tax Explained

Derek Doyle

The Golden Buy Signal

Jakob Brost, CFP®, MS

Making the Most of Social Security in Retirement Planning

Latest Podcasts

Career Blueprint Series: Doctors

Career Blueprint Series: Doctors

June 12, 2025

Career Blueprint Series: White Collar Corporate Office Workers

Career Blueprint Series: White Collar Corporate Office Workers

May 29, 2025

Should I Be Aggressive With My Investments?

Should I Be Aggressive With My Investments?

May 1, 2025

JGUA Community Education
Series Presentations

Playlist

4 Videos

JGUA Q-1 Investment & Market Update Webinar

19:02

Not Dead Yet! Guiding My Retirement

1:07:38

JGUA Community Education Series: Active vs Passive Investment Management

40:18

Lunch & Learn: Empower Your Giving

23:39

Up to Speed

Episodes

38 Videos

Inflation, The 2024 Election, Interest Rates & More!

An Interest Rate Cut, Leading Economic Indicators, Flights To Safety & More!

The Job Market, Leading Economic Indicators, GDP Revisions & More!

Unemployment, Hurricane Milton, Middle East Conflicts, Earnings Reports & More!

CPI, PPI, Oil Demand Cuts, Financial Sector Growth, The 2024 Election & More!

Retail Prices, Mortgage Rates, The Housing Market, Stock Indices & More!

Market Performance, Q3 Economic Data, Inflation Trends, Election, Fed Decisions & More!

The Presidential Election, Stock Market, Inflation, & More!

Inflation Trends, Market Valuations, Housing Updates & Post-Election Speculations

Market Volatility, Housing Trends, Bitcoin's Surge & Impending Economic Outlook

Unemployment, Stock Indices, Look Ahead to 2025 Policies & More!

Labor Market Trends, Inflation Watch, Tech Earnings & Market Milestones

Housing Market, Inflation, Stock Indices, Interest Rate Cuts & More!

Fed Cuts, Market Sell-Off, Inflation, Government Shutdown Avoided & 2025 Outlook

Housing Trends, Unemployment Shifts, 2025 Outlook & Crypto Declines

Manufacturing Slumps, Housing Costs Rise, Labor Market Trends & Economic Uncertainty

Consumer Credit Surprises, Tight Labor Market & Inflation Watch

Budget Deficits, Inflation Trends, Earnings Highlights & Inauguration Day

Inauguration Moves, Market Reactions, Earnings Surprises & Economic Signals

Is An Interest Rate INCREASE On The Horizon?

Trade Wars & Inflation: What's Next for the Economy?

Trade Tensions & Rising Prices - What it Means For You

The Market’s Big Questions: The Housing Market, Inflation, Tariffs & Growth

Spending Cuts & Tax Reform - What's Next?

Navigating Tariffs, Stagflation Concerns, and Economic Uncertainty

Tariffs, Inflation, The Fed's Next Move & The Market's Reaction

Interest Rate Decision, Market Swings & The Road to April 2nd

Tariff Turmoil, Market Jitters & Key Jobs Market Developments

"Liberation Day" Sends Market Shockwaves ... What's Next?

From Record Gains to Recession Fears ... What's Next?

Signs of Strain ... Is The Slowdown Beginning?

Markets at a Crossroads: Job Losses, GDP Dip, and Rate Decision Ahead

Markets Rebound, But Will Tariffs Derail Momentum?

Tariffs, Tension & Tipping Points: Markets React to Economic Pressure

Tariff Whiplash & A Sigh of Relief: Markets Search For Stability

Tariffs, Jobs & NVIDIA: What's Really Moving the Markets?

Market Moves: Inflation Eases, Fed in Focus, Tariffs Return

Stagflation Risks Rise | Fed Holds Rates, Tariffs Expand, Market Jitters

All Insights

July 8, 2025

Playing the Credit Card Shuffle

Scott Townsend, CFP®

July 1, 2025

Breaking Down 401(k) Rollovers: Pre-Tax, Roth, and After-Tax Explained

Alex Chacho

June 17, 2025

The Golden Buy Signal

Derek Doyle

June 10, 2025

Making the Most of Social Security in Retirement Planning

Jakob Brost, CFP®, MS

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