facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

J2 Capital Management Blog

J2 Capital's Blog on Planning, Retirement, Markets, &  J2 Strategy updates.

J2 Capital Management Adds Eaglebrook Advisors’ Crypto SMA/Education Platform to its Investment Lineup

J2 Capital Management, a boutique financial advisory firm specializing in in-house custom financial planning, tax, estate, and investment management, announces today that it has partnered with Eaglebrook Advisors (“Eaglebrook”) to broaden its investment selection to now include Bitcoin and digital asset SMA investment strategies.

Read More

Announcing Our New Team Member: Nicholas Salomon

Most of us can point to specific people or events that influenced our decisions and made a significant impact on how we live our lives. For me, it was the inspiration and example of my dad. I grew up watching him invest in his clients in his role as a financial advisor. I saw how much he enjoyed getting to know his clients and adding value to their lives through wealth management and it greatly influenced my career decision. When I started taking finance classes in college, I found that the financial world was a natural fit for me, and now I get to follow in his footsteps and make an impact on my own clients’ lives.

Read More

Firm Update: Team Changes at J2 Capital Management

At J2 Capital Management, we believe that our success is built on developing lasting, meaningful relationships based on trust, integrity, and superior service. Everyone on our team uses their unique skill set to provide you with the support you need to reach your financial goals. As such, we wanted to update you on some exciting team changes that will allow us to continue to provide you with unparalleled service and solutions to your financial needs.

Read More

See a Sample Financial Plan

With a world of information at our fingertips, we can find reviews, history, product specifications, and more details than we’ll ever need about anything we want to buy. In other words, before making a major purchase, we can arm ourselves with information to make the best choice possible.

Read More

Announcing J2 Capital Management’s Second Location in Cape Coral, Florida

World economies, nations, and political systems are still feeling the reverberating effects of the coronavirus pandemic. And it turns out that many of us are experiencing our own reverberations as well. Although we didn’t know it at the time, the initial lockdowns in March of 2020 have now resulted in J2 Capital Management’s decision to open a second office in Cape Coral, Florida.

Read More

Why I Became A Financial Advisor

As an undergraduate attending Oakland University, I was a pretty typical college kid. I was kicking around the idea of going to dental school, but hadn’t yet found my passion or my path in life. All I knew was that I wanted a job that could provide me with financial security and that excited me. I decided my best bet was to head to the school resource center and comb through job descriptions. I came across career info on stock brokers, and my interest was piqued.

Read More

J2 Stock Analysis: Roku

Roku (ROKU) is a company that J2 Capital Management has continued to have conviction in. The shift from traditional TV to streaming has continued to accelerate and sitting in the middle of this competition for eyeballs is Roku.

Read More

J2 Stock Analysis: DraftKings

DraftKings (DKNG) is a company that has caught our attention here at J2 Capital Management. The recent tailwinds it's received from casino shutdowns as well as the legalization of sports betting across the U.S. has created an interesting opportunity. In this post, I cover the investment thesis behind the name, as well as the recent earnings, catalysts, and risks associated with the company.

Read More

Market Update: 9/1/2020

The mass herding into those FANNMG names and software stocks keeps rocketing higher unabated while the rest of the market languishes behind. How exactly does this end? Will the rest of the market catch up to the select few that are powering the S&P 500 higher or will the tech stocks tank to catch down to everything else?

Read More

J2 Stock Analysis: Chegg

Chegg is a holding in our J2 Dynamic MidCap Growth stock strategy. In early March as the market was selling off we reviewed Chegg's 4Q 2019 earnings report and came away very impressed with their organic growth and brand recognition amongst college students.

Read More
Schedule a Meeting/Call