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Hertz’s Stock Rebound

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…

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…