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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

Logan Dibble

Where Should You Retire? Understanding State Taxes on Retirement Income

Scott Townsend, CFP®

The Retirement Tax Trap: Why Lower Income Doesn’t Always Mean Lower Taxes

Derek Doyle

We All Play in the Same Sandbox: Different Investors, Different Time Horizons

Jakob Brost, CFP®, MS

Investment Advisors vs. Financial Advisor: Yes, There’s a Difference

Latest Podcasts

Am I Saving Enough? Here's How to Know

Am I Saving Enough? Here's How to Know

October 1, 2026

Back to School: What You Should Know About 529 Plans

Back to School: What You Should Know About 529 Plans

September 17, 2026

Can You Afford to Self-Insure Long-Term Care?

Can You Afford to Self-Insure Long-Term Care?

September 3, 2026

The JGUA Community Education
Series

Playlist

6 Videos

Risk Tolerance vs. Risk Capacity: What Every Investor Needs to Know

19:02

Medicare Foundations — Understanding Traditional Medicare & Planning Before Age 65

6:55

From Saving to Spending: Investing Strategies For Retirement Income

7:20

The Dunning-Kruger Effect Could Be Costing You in Retirement

30:03

Long-Term Investing in a Short-Term World: Why Patience Beats Market Noise

41:55

The New Investment Strategy You Should Consider

11:03

All Insights

September 29, 2026

Where Should You Retire? Understanding State Taxes on Retirement Income

Logan Dibble

September 22, 2026

The Retirement Tax Trap: Why Lower Income Doesn’t Always Mean Lower Taxes

Scott Townsend, CFP®

September 15, 2026

We All Play in the Same Sandbox: Different Investors, Different Time Horizons

Derek Doyle

September 8, 2026

Investment Advisors vs. Financial Advisor: Yes, There’s a Difference

Jakob Brost, CFP®, MS