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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

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

Derek Doyle

Portfolios vs. Markets

Scott Townsend, CFP®

What to Do If You Owe Taxes This Year

Latest Podcasts

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

Gold, Bitcoin & Real Estate: The Truth About Alternative Investments

Gold, Bitcoin & Real Estate: The Truth About Alternative Investments

March 5, 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 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

March 26, 2026

Portfolios vs. Markets

Derek Doyle

March 24, 2026

What to Do If You Owe Taxes This Year

Scott Townsend, CFP®