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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

Derek Doyle

Am I Saving Enough For Retirement?

Dann Coakwell, DMA

How Qualified Charitable Distributions Can Make Retirement Giving More Tax-Efficient

Spencer Keller

12 Questions to Ask Before You Retire

Logan Dibble

Where Should You Retire? Understanding State Taxes on Retirement Income

Latest Podcasts

Taking Risk Off the Table: Bonds, Cash & Your Investment Strategy

Taking Risk Off the Table: Bonds, Cash & Your Investment Strategy

October 15, 2026

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

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

October 20, 2026

Am I Saving Enough For Retirement?

Derek Doyle

October 13, 2026

How Qualified Charitable Distributions Can Make Retirement Giving More Tax-Efficient

Dann Coakwell, DMA

October 6, 2026

12 Questions to Ask Before You Retire

Spencer Keller

September 29, 2026

Where Should You Retire? Understanding State Taxes on Retirement Income

Logan Dibble