Making sound investment decisions requires an understanding of more than current market conditions. Personal financial circumstances, cash flow needs, retirement plans, comfort with risk, and long-term expectations can all play an important role in determining an appropriate investment strategy.
Join us for an in-person presentation led by John G. Ullman, Founder, CEO and Chairman of the Board of Directors of John G. Ullman & Associates, as he discusses investment decision making, actions, and ideas for navigating today’s financial environment.
During this session, John will explore the importance of using realistic projections, understanding personal priorities and risk levels, maintaining a disciplined approach to investing, and considering the economic and financial factors that can influence investment decisions. The presentation will also provide an overview of JGUA’s investment approach and the factors considered when evaluating investments and managing portfolios.
Event Details
Location: John G. Ullman & Associates Headquarters (343 Daniel Zenker Drive, Horseheads, NY 14845)
Date: Thursday, November 5, 2026
Time: 6:00 p.m.
What We’ll Discuss
This presentation will cover several important investment decision-making and financial planning topics, including:
• The importance of understanding your current financial condition, cash flow needs, and financial projections
• How personal priorities, career and retirement plans, lifestyle choices, and future expenses can influence investment decisions
• Using realistic investment expectations and allowing room for contingencies in long-term financial plans
• Establishing and maintaining disciplined investment risk levels, including conservative, high-quality, and speculative investments
• The importance of diversification, risk management, managing concentrated positions, and maintaining appropriate investment percentages
• Tax considerations and the mathematical factors that can play a role in investment decision making
• External considerations including uncertainty, inflation, changing interest rates, market volatility, tax law changes, healthcare costs, longer life expectancies, and estate planning priorities
• JGUA’s highly disciplined, value-based investment approach, including individual stocks and bonds, internal investment research, and balanced portfolios
• How sectors, company growth rate projections, market valuations, macroeconomic factors, government policies, inflation, interest rates, new technologies, and international considerations can influence investment decisions
• Navigating today’s and future financial environments through balanced risk portfolios, business-cycle management, analytical investment research, disciplined portfolio management, and a value-based investment style
• Additional financial considerations and ideas related to liability insurance, Social Security timing, charitable giving, gifting, tax planning, and other personal financial decisions
Featured Presenter
John G. Ullman
Founder, CEO & Chairman of the Board of Directors
John G. Ullman & Associates
Why Attend
Investment decisions are highly personal and can be influenced by a wide range of financial, economic, and personal considerations.
This presentation will provide an opportunity to learn more about the factors that can influence investment decision making, how a disciplined approach can help guide investment and portfolio management decisions, and the investment philosophy and processes used by John G. Ullman & Associates.
John will also share ideas and considerations extending beyond investment management, addressing areas such as Social Security, charitable giving, gifting, tax planning, liability insurance, and other personal financial decisions.
Reserve Your Spot
Space for this event may be limited. Register today to attend this complimentary in-person educational presentation and learn more about investment decision making, actions, and ideas for navigating today’s financial environment.
*By completing this registration form, you agree to receive future emails from John G. Ullman & Associates, Inc. and its employees.