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Financially Savvy Resolutions for the New Year

By |2024-01-09T14:06:05-05:00January 9th, 2024|Investment Management, Retirement, Starting Out, The Blog @JGUA|

As the festive holidays come to an end, we look forward to the New Year. Welcome to 2024, the year in which setting financial goals will guide you toward reaching financial freedom. While everyone's definition of financial freedom is unique, there are a few objectives that can give you a solid foundation for the New [...]

A Look at the Market – December 2023 Update

By |2024-01-08T11:07:56-05:00January 8th, 2024|Investment Management, The Blog @JGUA|

Market Factors and the Year Ahead While overall interest rates dictate the price paid to borrow money, the change in interest rates have been driving stock market returns with rates having reached an inflection point this past quarter. The yield earned on 10-year Treasury bond which reached a high of 4.99% in October only to [...]

John G. Ullman & Associates, Inc. Earns Recognition in Wall Street Transcript’s Best Money Manager Interviews of 2023

By |2023-12-27T08:15:38-05:00December 27th, 2023|JGUA In The News|

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 & [...]

Exploring the Role of Cryptocurrencies in Modern Investment Strategies

By |2023-12-19T14:55:05-05:00December 19th, 2023|Investment Management, The Blog @JGUA|

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 [...]

What Is the Best Portfolio For Me?

By |2023-12-14T13:12:41-05:00December 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, "What Is the Best Portfolio For Me?" 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].

The New Investment Strategy That You Should Consider

By |2023-12-13T08:16:22-05:00December 12th, 2023|Investment Management, The Blog @JGUA|

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 [...]

Mastering Tax Loss Harvesting: A Strategic Guide to Lowering Your Tax Liability and Boosting Your Investments

By |2023-10-17T13:09:06-05:00October 10th, 2023|Investment Management, Retirement, The Blog @JGUA|

You may have heard of the phrase “tax loss harvesting” in the context of sales of stocks or other investments, and wondered exactly what it means.  Tax loss harvesting generally refers to selling investments (i.e. capital assets) at a loss, specifically timing them so that they offset gains (both capital and ordinary) in the [...]

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 [...]

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