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 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…
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…