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…
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…
Nine Financial Pitfalls Of Unmarried Couples Avoid these top financial landmines Written by Tom Yeung, CFA | CDFA Investment Advisor & Fund Manager, Jurnex Financial Advisors What pitfalls should unmarried couples consider? Cohabitation has become increasingly common in the US. According to the US Census, there are now 18 million Americans who live together without…
How To Value A Defined Benefit Pension For Divorce DB pension valuation, with an example of a FERS pension Written by Tom Yeung, CFA | CDFA Investment Advisor & Fund Manager, Jurnex Financial Advisors In this article, we cover how to value a defined benefit pension plan for divorce. According to the Department of Labor,…
Polyamorous Relationships: The Financial Guide How to navigate finances and taxes in poly relationships Written by Tom Yeung, CFA | CDFA Investment Advisor & Fund Manager, Jurnex Financial Advisors How to manage the finances and taxes of polyamorous relationships? Polyamorous relationships are surprisingly common in both the LGBT and heterosexual communities. One estimate suggests 4-5%…
How Much To Save For Retirement And how to calculate if your nest egg on track for retirement Written by Tom Yeung, CFA | CDFA Investment Advisor & Fund Manager, Jurnex Financial Advisors Even among affluent families with a healthy income, one of the most common questions I get from clients is this: how much…
Long Term Care Planning The financial guide to funding and planning long term care Written by Tom Yeung, CFA | CDFA Investment Advisor & Fund Manager, Jurnex Financial Advisors In this article, we cover the financial aspects of long term care planning. The cost of long-term care has skyrocketed over the past decades, making it…