Choosing a DC-based wealth manager Where local knowledge matters With almost 2,200 registered investment advisors in the Washington DC area, how can you select the right DC wealth manager for you and your family? The average person will choose the first wealth advisor they meet. This is often a family friend or the first person…
Investing In Washington DC Real Estate Is investing in Washington DC real estate the right move for you? Key points Housing demand is driven by the federal government, so investing in DC real estate can diversify your portfolio Look to invest at least $250-500K in equity DC real estate is exceptionally diverse, so local knowledge…
Should I buy or rent? Financial advice for the potential home-buyer and real estate investor One of the most common questions I get as a financial advisor and asset manager is the following: Should I buy or rent? You might be surprised that everyone asks this question. 25-35 years: Younger professionals looking at their first…
Washington DC Taxes Should you move to Virginia or Maryland for tax reasons? I often see other wealth management companies ignore taxation issues. An assumption that it is what it is. Such an approach is lazy! Taxes are the single largest expense for high-net-worth and affluent families. The average family pays around 28% in…
Wealth Management The ultimate guide to understanding what makes great wealth management Grow your assets, add a systematic approach to investing, and concentrate on other things in life Jurnex is an independent registered investment advisor based in Washington DC. If you’re looking for an advisor who understands wealth management, contact us for a consultation today.…
Wealth Management Washington DC Why do you need a wealth management company local to the Washington DC area? Jurnex is an independent registered investment advisor based in Washington DC. If you’re looking for an advisor who understands your local market, contact us for a consultation today. You might have managed your own wealth for some…
The top retirement mistake people make And how YOU can avoid the pitfalls of saving for retirement Written by Tom Yeung, CFA | CDFA Investment Advisor & Fund Manager, Jurnex Financial Advisors Saving for retirement can be confusing. There’s a lot of information out there and it’s hard to know whether you’re on the right…