fbpx

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 [...]

Holiday Budgeting: How to Spend Smart This Holiday Season

By |2023-12-11T10:16:25-05:00December 11th, 2023|The Blog @JGUA|

Holiday shopping can be stressful as prices are increasing, and it can be easy to overspend on gifts for family and friends. With the additional purchases of decorations, travel expenses, and holiday foods for the festive family get-together, it is important to put aside time to plan accordingly to help relieve some of the unwanted [...]

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 [...]

Go to Top