Grow Your Assets Step 3 of the Jurnex Process Why playing defense isn’t enough to secure your nest egg Written by Tom Yeung, CFA | CDFA Investment Advisor & Fund Manager, Jurnex Financial Advisors Everyone knows to save for retirement. But often, even affluent individuals and families aren’t convinced they’re on the right track. That’s…
Manage Cash Flow Step 2 of the Jurnex Process How to balance between saving, spending, and investing Written by Tom Yeung, CFA | CDFA Investment Advisor & Fund Manager, Jurnex Financial Advisors There’s a saying on Wall Street that “cash is king.” When it comes to managing personal finance, the saying rings particularly true, especially…
Change Your Mindset Step 1 of the Jurnex Process How to overcome your worries of financial management Written by Tom Yeung, CFA | CDFA Investment Advisor & Fund Manager, Jurnex Financial Advisors Even if you’re financially stable, have you ever thought about your savings and felt some mixture of worry, regret, or distance? Such feelings…
Should I Adopt? The Financial Guide Five financial questions to ask before adopting a child. Written by Tom Yeung, CFA | CDFA Investment Advisor & Fund Manager, Jurnex Financial Advisors As a financial advisor, I’m often asked: “should I adopt?” That’s because adopting a child is also one of the most significant financial decisions you…
Your Guide to Self-Directed IRAs How to navigate self-directed IRAs and get more from your savings Written by Tom Yeung, CFA | CDFA Investment Advisor & Fund Manager, Jurnex Financial Advisors If you do a Google search of “self-directed IRAs”, you’ll find a sea of questionable information. Companies you’ve never heard of selling products you…
9 Surprising Advantages of IRA Plans Why you should invest more in your IRA Written by Tom Yeung, CFA | CDFA Investment Advisor & Fund Manager, Jurnex Financial Advisors In a previous article, I wrote about the nine advantages of 401(k) plans. IRAs also deserve special mention. Why? That’s because IRAs also have unique strengths…
9 Surprising Advantages of 401k Plans Why you should invest more in your company’s 401k Written by Tom Yeung, CFA | CDFA Investment Advisor & Fund Manager, Jurnex Financial Advisors In this article, I’d like to cover the nine surprising advantages of 401(k) plans. That’s because saving for retirement can take some extra motivation Let’s…
Differences between 401k vs. IRA The beginner’s guide on choosing a retirement savings account Written by Tom Yeung, CFA | CDFA Investment Advisor & Fund Manager, Jurnex Financial Advisors As a financial advisor, I often get folks asking: what’s the difference between a 401k vs. IRA? It can get confusing since the two plans share…
Five Secrets Of Women 401(k) Plans How women can manage and invest their 401(k) plans like a pro Written by Tom Yeung, CFA | CDFA Investment Advisor & Fund Manager, Jurnex Financial Advisors Why are women 401(k) plans so important? As a woman, you’ve probably heard it before: you need to save more for retirement. …
Five Tips To Master Your 401(k) Manage and invest your workplace 401(k) like a pro Written by Tom Yeung, CFA | CDFA Investment Advisor & Fund Manager, Jurnex Financial Advisors You probably know that American’s aren’t known as great savers. According to the US Federal Reserve, the average American is currently on track to save…