How To Choose A Financial Advisor In Washington DC Nine tips for affluent and high net worth investors Written by Tom Yeung, CFA | CDFA Investment Advisor & Fund Manager, Jurnex Financial Advisors Everyone knows the importance of managing wealth. But with 292 registered advisory firms in the District of Columbia, it can feel overwhelming…
How To Invest in Real Estate Seven tips for affluent and high net worth investors Written by Tom Yeung, CFA | CDFA Investment Advisor & Fund Manager, Jurnex Financial Advisors For affluent and high-net-worth families, real estate is more than just a place to park money. It’s a great way to get MORE from your…
How to choose a wealth manager? Protect your nest egg and achieve your financial goals with the right advisor. Written by Tom Yeung, CFA | CDFA Investment Advisor & Fund Manager, Jurnex Financial Advisors Finding the right wealth manager is one of the most important financial decisions you’ll ever make. That’s because you only go…
LGBT Adoption: The Financial Guide Seven financial questions LGBT people should ask before adopting Written by Tom Yeung, CFA | CDFA Investment Advisor & Fund Manager, Jurnex Financial Advisors As a financial advisor, people often ask me about LGBT adoption. That’s because adopting a kid is also one of the most important financial decisions you…