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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 [...]

How Do I Prepare For a New Child?

By |2023-11-17T08:13:00-05:00November 17th, 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 Do I Prepare For a New Child?". 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].

John G. Ullman & Associates, Inc. Celebrates Inauguration of Charlotte Branch Office

By |2023-11-15T08:26:52-05:00November 13th, 2023|JGUA In The News|

CHARLOTTE, N.C. – John G. Ullman & Associates, Inc. (JGUA) celebrated the opening of its Charlotte Branch office in an event held on Thursday, November 9th. The celebration, hosted at Legion Brewing Company South Park, drew a large crowd, including firm leadership, advisors, and members of the business development team. Legion Brewing Company provided [...]

How Do I Financially Support Aging Parents?

By |2023-11-09T08:35:17-05:00November 9th, 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 Do I Financially Support Aging Parents?". 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 – October 2023 Update

By |2023-11-06T10:10:30-05:00November 6th, 2023|Investment Management, The Blog @JGUA|

October has historically been a poor month for equity investors with major stock market crashes in the Octobers of 1929, 1987 and 2008. This past October, the S&P 500 stock index fell by 2.8% weighed down by… The uncertainty that comes with a new Middle East war Political infighting even within singular parties as witnessed [...]

Should I Invest Outside of My Employer Plan?

By |2023-11-01T14:21:23-05:00November 1st, 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 Invest Outside of My Employer Plan?”. 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 the Financial Landscape: The Merits of Fee-Only Wealth Management and Objective Insights into Fee-Based Alternatives

By |2023-11-07T09:02:32-05:00October 24th, 2023|Investment Management, Retirement, The Blog @JGUA|

In the intricate world of financial decision-making, clarity and objectivity are paramount. At John G. Ullman and Associates, we recognize the need for transparency and a client-centric approach. As we delve into the common inquiry regarding fee-only versus fee-based wealth management, let's explore the benefits of a fee-only model and offer an objective perspective [...]

Key Medicare Information for 2023

By |2023-10-17T13:12:50-05:00October 17th, 2023|Retirement, The Blog @JGUA|

Medicare vs. Medicaid- Both Government sponsored health insurance Medicare’s beneficiaries are primarily age 65 and older or meet other exceptions. Beneficiaries have paid into the Medicare system through payroll taxes over their working life. Medicaid’s beneficiaries are low to moderate income individuals. This program is dependent on income. Premiums: Part A- Most people receive [...]

How Long Should I Expect to Work Based on My Career?

By |2023-11-09T14:43:37-05:00October 12th, 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 Long Should I Expect to Work Based on My Career?". 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]

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