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…
Should I Adopt? The Financial Guide Five financial questions to ask before adopting a child. Written by Tom Yeung, CFA | CDFA Investment Advisor & Fund Manager, Jurnex Financial Advisors As a financial advisor, I’m often asked: “should I adopt?” That’s because adopting a child is also one of the most significant financial decisions you…
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…
5 Investment Tips From Playing Poker The top things I learned from being married to a professional poker player Written by Tom Yeung, CFA | CDFA Investment Advisor & Fund Manager, Jurnex Financial Advisors At first, investing and poker may seem like two very different ways to make money. With investing, you’re playing against a…
The Best Online Brokerages Reviewed And which online broker is right for you? Written by Tom Yeung, CFA | CDFA Investment Advisor & Fund Manager, Jurnex Financial Advisors Are you trying to find the best online brokerage to open? You might already have a retirement account, but investing your additional savings can help fund even…
Review: The Best Investment Accounts To Have And which investment account is right for you? Written by Tom Yeung, CFA | CDFA Investment Advisor & Fund Manager, Jurnex Financial Advisors You’ve known for years about the benefits of long-term investing. Perhaps you already have a retirement account with your employer or have built equity in…