Hertz’s Stock Rebound And what it says about American investors today Written by Tom Yeung, CFA | CDFA Investment Advisor & Fund Manager, Jurnex Financial Advisors As stock markets reach new post-pandemic highs, a curious case of FOMO has set in. Behavioral economists often quip: what’s the only worse feeling than losing money in the…
Nine Signs You Need Tax Preparation Help When it makes sense to hire a professional Written by Tom Yeung, CFA | CDFA Investment Advisor & Fund Manager, Jurnex Financial Advisors How do you know you need tax preparation help? For filing taxes, many people start with low-cost tools and services such as TurboTax and H&R…
What the Coronavirus Means for Investors Don’t Count on an Immediate Recovery Written by Tom Yeung, CFA | CDFA Investment Advisor & Fund Manager, Jurnex Financial Advisors Updated for March 2020 In the final week of February 2020, global stock markets fell by 10-15% as investors reassessed the risk of an impending Coronavirus pandemic. The…
Japanification of the US Economy Why US investors need to worry about long-term immigration trends Written by Tom Yeung, CFA | CDFA Investment Advisor & Fund Manager, Jurnex Financial Advisors In 1981, The Harvard Business Review wrote a lengthy article extolling the successes of the Japanese economy. Post-WW-II Japan had become the envy of the…
How To Invest During Low Rates Navigating investments in a low-return environment Written by Tom Yeung, CFA | CDFA Investment Advisor & Fund Manager, Jurnex Financial Advisors Over the past decade, Americans have faced an increasingly worrisome problem: How to invest in a low-interest-rate environment? Low rates → low returns As US bonds rates…
Seven Real-Life Ways To Achieve Financial Peace How to stop worrying about money and start enjoying life Written by Tom Yeung, CFA | CDFA Investment Advisor & Fund Manager, Jurnex Financial Advisors How do you achieve financial peace? It’s a question that confounds more people than you think. A recent study by Merrill Lynch and…
Why We Love Small Business Taxes (And why you should too!) Written by Tom Yeung, CFA | CDFA Investment Advisor & Fund Manager, Jurnex Financial Advisors Small business owners have always had a tax advantage: their ability to deduct expenses to reduce taxable income. And in 2018, the US government made these deductions even MORE…
15 Essential Business Tax Deductions And how to maximize business tax deductions within IRS guidelines Written by Tom Yeung, CFA | CDFA Investment Advisor & Fund Manager, Jurnex Financial Advisors In 2018, Congress passed the Tax Cuts and Jobs Act (TCJA), the single most significant overhaul in the tax code in 30 years. These changes…
Hiring A Forensic Accountant For Divorce The five reasons to get a professional on your team Written by Tom Yeung, CFA | CDFA Investment Advisor & Fund Manager, Jurnex Financial Advisors Divorce is rarely easy for either party. Even when both sides agree to act amicably, separations can still cause situations conducive to financial fraud.…