What Should I Know About The FIRE Movement?

By |2024-04-18T12:19:23-05:00April 18th, 2024|

“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 Should I Know About The FIRE Movement?". This episode covers a great deal of information. If you would like to discuss your specific situation with one of our CFPs®, please email [email protected].

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 [...]

Clemens Center and John G. Ullman & Associates, Inc. Collaborate for Three-Part Financial Education Series

By |2024-03-04T08:30:20-05:00March 4th, 2024|JGUA In The News|

ELMIRA, N.Y. – The Clemens Center and John G. Ullman & Associates, Inc. (JGUA) are excited to announce their collaboration for a three-part financial education series that is scheduled to begin April 3. The series, titled “Not Dead Yet!”, will focus on topics including retirement, legacy planning and cybersecurity. Each presentation will feature members [...]

What Does Being a “Fiduciary” Really Mean?

By |2024-03-04T08:34:53-05:00February 28th, 2024|The Blog @JGUA|

In the financial world, "fiduciary" is a term thrown around like confetti, often losing its true meaning and raising eyebrows instead of trust. Let’s dive into what it truly means to be a “fiduciary”! What is a Fiduciary’s Duty? At its core, fiduciary duty is a solemn vow. It's a legal and ethical commitment [...]

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 [...]

Share The Wealth: Meet The Hosts

By |2024-01-17T08:51:25-05:00January 17th, 2024|

"Share The Wealth" is a bi-weekly financial education podcast hosted by Lyndsey Payne, MBA and Leyah Dauber, a pair of Financial Advisors at John G. Ullman & Associates. The pairing teams up to share the wealth of financial education in a series for women, by women. In this week's inaugural episode, Lyndsey and Leyah introduce themselves and lay the path for the podcast. 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].

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 [...]

Enjoying a Timeshare Vacation without Breaking the Bank

By |2024-01-04T07:47:51-05:00January 4th, 2024|The Blog @JGUA|

My wife and I recently sat through a timeshare sales presentation. We received an attractive postcard in the mail a year ago with an invitation to stay at a wonderful resort in Orlando for a reduced rate. The only caveat was that we needed to attend a 90 minute sales presentation.  Our sales person [...]

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 [...]

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