Schedule A Meeting

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

Abby Thomas

Are You Taking the Right Amount of Risk?

Scott Townsend, CFP®

What Makes a Financial Plan Comprehensive?

Sarah Collier, J.D.

Avoid These Common Estate Planning Mistakes

Spencer Keller

Why Your Withdrawal Strategy Might Need an Update

Latest Podcasts

Equity Compensation: Are You Taking Too Much Risk?

Equity Compensation: Are You Taking Too Much Risk?

July 9, 2026

Are Financial Advisors Worth It? What Investors Should Know

Are Financial Advisors Worth It? What Investors Should Know

June 25, 2026

A Complicated Market: AI Stocks, SpaceX IPO, Interest Rates & Inflation Explained

A Complicated Market: AI Stocks, SpaceX IPO, Interest Rates & Inflation Explained

June 12, 2026

The JGUA Community Education
Series

Playlist

6 Videos

Coffee & Conversations: 2026 Financial Goals - Turning Resolutions into Reality

19:02

Examining The K-Shaped Economy

6:55

Narratives Drive Markets, A.I. is Just The Latest One

7:20

A.I. vs. Advisor: Examining The Future of Financial Planning

30:03

What The One Big Beautiful Bill Act Means For You

41:55

The New Investment Strategy You Should Consider

11:03

All Insights

July 14, 2026

Are You Taking the Right Amount of Risk?

Abby Thomas

July 7, 2026

What Makes a Financial Plan Comprehensive?

Scott Townsend, CFP®

June 30, 2026

Avoid These Common Estate Planning Mistakes

Sarah Collier, J.D.

June 23, 2026

Why Your Withdrawal Strategy Might Need an Update

Spencer Keller