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State of the Markets

By |2021-01-13T10:30:00-05:00January 13th, 2021|

This episode, hosted by Andrew Baron, CFP®, EA, featuring Bill Armstrong, CFA®, Securities Research Analyst discusses the state of the markets and what to watch in the global economy for 2021. First Bill talks about the Dow Jones. He gives a recap of the activity over the last 12 months and talks about all the volotility that has effected the market. Next, they discuss common stock changes, specifically talking about the change in work-from-home stocks, and many businesses that had to close their doors. Additional topics that are talked about include the Tina Concept, bond bull markets, low interest rate environments, money printing and inflation, and lastly, the differences between the stock market and the overall economy. There is a lot of information in this episode so make sure to reach out to Bill or Andrew with questions or comments. Please reach out to info@jgua.com with any questions or comments or visit us at www.jgua.com/about-us/our-team to learn more about Andrew and Bill.

Education and the Next Generation

By |2020-12-28T15:11:59-05:00December 28th, 2020|

This episode, hosted by Andrew Baron, CFP®, EA, featuring Shirley Nelson, J.D. touches on several points surrounding 529 plans, how parents can start planning now, and how this can relate to you. Firstly, Shirley discusses the amount it may set parents back by sending their children to grad school or beyond, a vastly rising trend for students. The amount of students reaching this level of education is increasing steadily and showing no signs of slowing down. Next, she goes on to talk about the different types of plans, including New York State Direct paid 529, 529 college savings plan, prepaid tuition plans, private college 529 which can be direct sold or advisor sold, 529 target date funds, 529 ABLE accounts, direct to institution payments, and the difference between grandparents and parent owned 529 plans. There is a lot of information in this episode so make sure to reach out to Shirley or Andrew with questions or comments.

Making the Most of Giving to Charities

By |2020-12-14T13:04:42-05:00December 14th, 2020|

In this recording of JGUA Financial Commentary Podcast, Andrew and Amanda will go over what charitable gifting is, strategies to make your gift benefit you, and different methods that you can consider. Firstly, they talk about cash donations and what processes need to take place for the donor to get certain tax benefits. Next they discuss donating to charities, and the differences in funds you will see on your receipt - what does it all mean? Other topics discussed include gifting appreciated stock, standard deduction thresholds, donor advised funds, and qualified charitable distributions. Please reach out to info@jgua.com with any questions or comments or visit us at www.jgua.com/about-us/our-team to learn more about Andrew and Amanda.

What Does Inheritance Really Mean?

By |2020-12-14T11:10:50-05:00December 2nd, 2020|

This episode, hosted by Andrew Baron, CFP®, EA, featuring Lizzy DiPietrantonio, J.D. touches on several points surrounding inheritance, both for those that leave money, and those who recieve it. This includes taxes, interesting stories, and how this can relate to you. Firstly, Lizzy discusses what you should do if you recieve an unexpected inheritance. Most would react by wanting to pay off debt, but listen closely as Lizzy gives other ideas that may be worthwhile. The next talking point is taxes. There are two types that are discussed; federal estate tax and state inheritance tax, which effects those within 6 different U.S. states - listen to learn the difference and what to look for. Lastly, there are three fun stories that are discussed: a woman who left her dog $12 Million dollars, a man who left his local waitress $500,000, and a man who randomly picked 13 people to leave his estate to. Listen till the end to find out the exciting conclusions to these bizarre stories. Please reach out to info@jgua.com with any questions or comments or visit us at www.jgua.com/about-us/our-team to learn more about Andrew and Lizzy.

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