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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 [...]

Should I Be More Conservative With My Investments As I Approach Retirement?

By |2023-11-30T10:50:17-05:00November 30th, 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, "Should I Be More Conservative With My Investments As I Approach Retirement?" 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]

Navigating Your Retirement: Common Pre- and Post-Retirement Pitfalls

By |2023-10-17T13:05:33-05:00September 26th, 2023|Retirement, The Blog @JGUA|

Retirement is a very significant milestone that requires careful planning to ensure you are comfortable in your golden years. Whether retirement is coming up in the next few years or you have already retired, avoiding common mistakes can save you a lot of headache and sleepless nights. In this article, we are going to [...]

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 [...]

Is It Okay to Change My Investment Priorities?

By |2023-06-29T09:23:37-05:00June 29th, 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 "Is It Okay to Change My Investment Priorities?" 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].

Are You Anxious About Stock Market Volatility?

By |2019-01-10T11:42:11-05:00January 7th, 2019|Investment Management, The Blog @JGUA|

When reflecting on the performance of the markets over the last year what comes to mind?   Turbulence? Fluctuations? Uncertainty? All of the above?   If the answer is yes, you aren’t alone. According to CNBC* Nearly 40 percent of Americans said they were "anxious" about stock market volatility...and that was before the roller coaster [...]

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