How Should I Prepare If I’m Expecting a Large Inheritance Down the Line?

By |2023-09-14T15:04:43-05:00September 14th, 2023|

“Well… It Depends!” poses a question around financial decisions that cannot be answered with a simple yes or no! This week, host Andrew Baron, CFP®, EA, dives into the question “How Should I Prepare If I'm Expecting a Large Inheritance Down the Line?". This episode covers a great deal of information. If you would like to discuss your specific situation with one of our CFPs®, please email us at [email protected].

A Look at the Market: June 2023 Update

By |2023-08-07T13:30:58-05:00July 17th, 2023|Investment Management, The Blog @JGUA|

The overall equity market fell materially last year in the rising interest rate environment but recovered year-to-date as interest rates have since leveled off with inflation rates normalizing. Growth oriented stocks that drastically fell in price in 2022 have been the market leaders in 2023. Value oriented stocks outperformed last year but have underperformed [...]

Understanding Risk Tolerance and Diversification: Keys to Successful Investing

By |2023-06-07T09:21:19-05:00June 7th, 2023|Investment Management, The Blog @JGUA|

A common misconception that some people make is that gambling and investing are the same. This idea can become amplified during hard market times or economic downturns. No matter the reason, there are significant differences between the two, particularly in the ability to manage and mitigate your risk. Two essential investment concepts that deal with [...]

A Look at the Market: April 2023 Update

By |2023-05-12T10:06:42-05:00May 12th, 2023|Investment Management, The Blog @JGUA|

In the ever-changing world that surrounds the stock market and economy in general, the team at John G. Ullman & Associates is committed to keeping you informed and up to date on the latest news and events that could affect you! Each month, Mark Abdalla, CFA®, MBA, will recap the news and events that [...]

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