From The President’s Chair: A Conversation on a Busy Q-1, Strategic Growth, Exciting Initiatives and a Forward-Looking Q-2

By |2024-04-11T12:23:10-05:00April 11th, 2024|JGUA In The News|

“Now we’ve got the prior year totally behind us, let’s move this forward. Whether it’s helping a client on a one-to-one basis move closer to their goals and objectives, or people within the company moving the company forward on their goals and objectives. It’ll be interesting to watch what kind of ideas get created [...]

Love & Money: Navigating Financial Conversations With Your Partner

By |2024-02-13T13:17:17-05:00February 13th, 2024|Investment Management, Retirement, The Blog @JGUA|

Perhaps you saw the recent article that draws a connection between merged finances and marital bliss. Researchers at Indiana University’s Kelly School of Business compared newly married couples who kept their finances separate with couples who merged their finances. They followed these couples for two years and concluded that those who merged their finances were [...]

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. & Lodestone Real Estate Partner for Four-Part Financial Seminar Series

By |2024-03-04T08:42:39-05:00January 4th, 2024|JGUA In The News|

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 [...]

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 & [...]

Managing the Marathon: Balancing the Miles of Your Financial Portfolio

By |2023-12-21T09:48:04-05:00December 21st, 2023|Managing the Marathon, The Blog @JGUA|

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 [...]

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 [...]

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 [...]

A Year-End Portfolio Review: Key Considerations for Portfolio Health in 2024

By |2023-12-04T13:49:30-05:00December 4th, 2023|Investment Management, The Blog @JGUA|

As we approach the close of another year, now is the perfect time to review your financial portfolio and make sure you are prepared for the potentially volatile market that the New Year will bring. This has become particularly important this year given all of the recent instability we have seen in the markets [...]

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