My wife and I recently sat through a timeshare sales presentation. We received an attractive postcard in the mail a year ago with an invitation to stay at a wonderful resort in Orlando for a reduced rate. The only caveat was that we needed to attend a 90 minute sales presentation. Our sales person [...]
CHARLOTTE, N.C. – John G. Ullman & Associates, Inc. (JGUA) and Lodestone Real Estate are thrilled to announce their partnership for a four-part financial seminar series. The series, slated to begin on January 25th, will cover topics such as Passive vs. Active Investment Management, Next Generation Financial Literacy, Protection of Assets and Retiring to [...]
“I’m not sure that we’ve really stepped back in a long time … We did a lot this year, we got a lot accomplished. It’s incredibly impressive and exciting that we got to celebrate these milestones with our clients and our team. But I think we’re all thinking now, what can we do next?” [...]
HORSEHEADS, N.Y. – John G. Ullman & Associates, Inc. (JGUA) is proud to announce its upcoming collaboration with WENY-TV for a weekly financial health segment throughout 2024. The series will be a comprehensive exploration of various financial topics and events aimed at helping viewers enhance their financial well-being in the New Year. Weekly segments [...]
RHINEBECK, N.Y. – In an announcement made late last week, John G. Ullman & Associates, Inc. (JGUA) President & Chief Operating Officer Jason Nickerson, CFP®, EA, tabbed Andrew Baron, CFP®, EA as the next lead advisor of the JGUA Rhinebeck location. Baron, a member of the JGUA Advisor team since 2017, is slated to [...]
NEW YORK, N.Y. – John G. Ullman & Associates, Inc. (JGUA) proudly announces that its recent interview, “Seeking Out Value in Health Care, Infrastructure, and Technology”, conducted by the Wall Street Transcript, has been named among the Best Money Manager Interviews of 2023 by the esteemed financial publication. The interview featured JGUA Founder, CEO & [...]
Balanced running extends beyond sheer physical strength. It’s the art of harmonizing different aspects within running. For my mathematical enthusiasts, this all began with American exercise physiologist Jack Tupper Daniels and his formula to V.O2 max training. Jack’s findings tell us a 17:30 5k is the equivalent fitness to a 5:06 mile, along with various [...]
The investment world is continuously evolving, and cryptocurrencies have emerged as a notable topic of interest. Digital currencies such as Bitcoin and Ethereum are increasingly catching the eyes of investors, raising questions about their place in a well-rounded investment portfolio. This blog post explores the dynamics of cryptocurrencies as part of a diverse investment [...]
Have you ever heard the phrase “What’s old is new again?” Well, if you haven’t, now you have. To be honest, titling this article in the spirit of what it is about would likely have you scroll right by it. Two whole sentences in and I still have you wondering what the actual topic [...]
Holiday shopping can be stressful as prices are increasing, and it can be easy to overspend on gifts for family and friends. With the additional purchases of decorations, travel expenses, and holiday foods for the festive family get-together, it is important to put aside time to plan accordingly to help relieve some of the unwanted [...]
