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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

Spencer Keller

RMDs Explained: How to Manage Withdrawals and Minimize Taxes

Logan Dibble

Tax Day is Here… Here’s How You Can Start Planning for Tax Day 2027

Jason D. Nickerson, CFP®, EA

Why a Large Tax Refund is Not Always a Good Thing

Logan Dibble

How To Handle Investment Income When Filing: From Dividends To Capital Gains

Latest Podcasts

Markets vs Portfolios Explained: Why the S&P 500 Isn’t Enough for Retirement Planning

Markets vs Portfolios Explained: Why the S&P 500 Isn’t Enough for Retirement Planning

April 16, 2026

Pensions to 401(k)s: Why Retirement Isn’t What It Used to Be

Pensions to 401(k)s: Why Retirement Isn’t What It Used to Be

April 2, 2026

The AI Question: Advice vs. Action

The AI Question: Advice vs. Action

March 19, 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

April 21, 2026

RMDs Explained: How to Manage Withdrawals and Minimize Taxes

Spencer Keller

April 14, 2026

Tax Day is Here… Here’s How You Can Start Planning for Tax Day 2027

Logan Dibble

April 7, 2026

Why a Large Tax Refund is Not Always a Good Thing

Jason D. Nickerson, CFP®, EA

March 31, 2026

How To Handle Investment Income When Filing: From Dividends To Capital Gains

Logan Dibble