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.
Every investment portfolio comes with the disclosure that “past results do not predict future returns,” and the 60/40 portfolio should be no exception. Often regarded as the best portfolio strategy for retirees, the promise of the 60/40 investment strategy has recently been called into question.
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.
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.
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.
If you've amassed a significant amount of wealth, you want to know it'll be cared for by future generations. Here's how to help your loved ones become responsible stewards of your wealth.
There’s no better way to choose a career than by gaining firsthand experience that opens your eyes to how many people need the help you can offer. That’s my story at least.
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.
Tax season is approaching quickly, so we've put together a tax preparation checklist for our clients in order to get the document collecting process started.
Is your financial advisor a fiduciary? Maybe you assume he/she is but it's important to educate yourself on the differences between a fiduciary vs. salesperson.
Tax season is right around the corner and before the end of 2020, you may consider spending a little time to plan out your 2020 taxes.
How much uncertainty you can live with? Do you prefer to sit back & watch the stock ticker? Ask yourself these questions to help determine your risk tolerance.
You are 42% more likely to achieve your goals by simply writing them down. Learn this and 8 more tips to achieving even your hardest goals.