Polyamorous Relationships - The Financial Guide

Polyamorous Relationships – The Financial Guide

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%…

Grow Your Assets

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

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

Change Your Mindset

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…