Five Secrets About LGBT 401(k) Plans How LGBT people can manage and invest their 401(k) plans Written by Tom Yeung, CFA | CDFA Investment Advisor & Fund Manager, Jurnex Financial Advisors LGBT 401(k) plans deserve special attention. Because let’s face it. We’re not known as big savers. A study by Experian, a credit ratings agency,…
LGBT Real Estate Investing The beginner’s guide to gay & lesbian real estate investing Written by Tom Yeung, CFA | CDFA Investment Advisor & Fund Manager, Jurnex Financial Advisors Some may ask how LGBT real estate investing is any different from regular real estate investing. After all, does sexual orientation actually matter when it comes…
Women Real Estate Investing Five essential tips for women real estate investors Written by Tom Yeung, CFA | CDFA Investment Advisor & Fund Manager, Jurnex Financial Advisors If you’re reading this article, you’re probably a woman looking to invest in real estate. Some people (especially men) might ask how women real estate investing is any…
How much house can I afford? The beginner’s guide to buying your home Written by Tom Yeung, CFA | CDFA Investment Advisor & Fund Manager, Jurnex Financial Advisors If you’re looking to buy your first home, you’re probably asking yourself: “how much house can I afford?” That’s a great question. As a financial advisor, the…
Real Estate Investing The Ultimate Beginner’s Guide to everything you need to know Written by Tom Yeung, CFA | CDFA Investment Advisor & Fund Manager, Jurnex Financial Advisors If you’ve heard it once, you heard it a thousand times: real estate investing is one of the most important investments you can make. In fact, the…
How to Find A Financial Advisor? The ultimate beginner’s guide to picking the right advisor for you. Going with a financial advisor can be one of the BEST decisions you make for your long-term finances. But there’s a lot of information out there, and it can be confusing to know where to start. So in…
How To Start Investing: A Beginner’s Guide Everything you need to know to start investing and stay ahead Written by Tom Yeung, CFA | CDFA Investment Advisor & Fund Manager, Jurnex Financial Advisors Learning to invest can feel strangely overwhelming. There’s a lot of information out there, and it’s hard to know how to start…
5 Investment Tips From Playing Poker The top things I learned from being married to a professional poker player Written by Tom Yeung, CFA | CDFA Investment Advisor & Fund Manager, Jurnex Financial Advisors At first, investing and poker may seem like two very different ways to make money. With investing, you’re playing against a…
The Best Online Brokerages Reviewed And which online broker is right for you? Written by Tom Yeung, CFA | CDFA Investment Advisor & Fund Manager, Jurnex Financial Advisors Are you trying to find the best online brokerage to open? You might already have a retirement account, but investing your additional savings can help fund even…
Review: The Best Investment Accounts To Have And which investment account is right for you? Written by Tom Yeung, CFA | CDFA Investment Advisor & Fund Manager, Jurnex Financial Advisors You’ve known for years about the benefits of long-term investing. Perhaps you already have a retirement account with your employer or have built equity in…