By Jon W. Ulin CFP on August 18, 2019
Investment News 7.8.19 Morningstar emphasizes fees, performance in upgrade of fund ratings ” "In most cases, the outcome of an active mutual fund's performance does not always live up to its gra More...
By Jon W. Ulin CFP on August 18, 2019
Investment News 5.1.19 Advisers put fundamentals ahead of sell-in-May warning “The bull market may be long in the tooth, but the technicals of low unemployment, low inflation and positive GDP nu More...
By Jon W. Ulin CFP on August 18, 2019
Investment News 4.25.19  8 adviser fears for 2019 “Investors seek out information that confirms or validates their biggest fears and end up making hasty decisions,” said Ulin™ More...
By Jon W. Ulin CFP on August 18, 2019
USA Today 4.25.19 8 ways to spring clean your finances “A consolidated approach and having less accounts will help to provide a more streamlined approach to your money management approach,&rdquo More...
By Jon W. Ulin CFP on August 18, 2019
Think Advisor 3.19.19  11 Financial Mistakes Retirees Make “We remind investors to always consider the return ‘of’ their money as well as the return ‘on’ their money More...
By Jon W. Ulin CFP on August 18, 2019
Investment News 2.25.19 Is a recession right around the corner?  “Regarding the 20% market drop at the end of 2018, we remind our clients and investors that it is possible to have bear mark More...
By Jon W. Ulin CFP on August 18, 2019
IBD 12.7.18 Advisors Use Analogies To Demystify Complex Concepts For Clients “Jon Ulin hosts a daily radio show called "Mastering Your Wealth." He strives to simplify complex concepts and often More...
By Jon W. Ulin CFP on August 18, 2019
Investment News 7.19.19 Golden opportunity to hedge risk “While the role of gold as a currency is ubiquitous around the world, knowing when or how much to hold in your portfolio can be a tricky More...
By Robert Siciliano on August 16, 2019
Women should never take a ride from a stranger because it’s dangerous – unless she’s paying the driver??? Wrong, of course. Uber and Lyft drivers provide paid rides to strangers a More...
By Robert Siciliano on August 16, 2019
If you have been thinking about a credit freeze, you probably should know that the process is designed so that a creditor cannot see your credit report unless you specifically allow it. This process b More...
By Richard J. Green on August 13, 2019
Fort Myers In A Nutshell With a growing population of about 80,000 people, Fort Myers is the county seat of Lee County, Florida. Fort Myers epitomizes the tropical laid-back Southwest Florida lifesty More...
By Marie Piazza on August 8, 2019
Infidelity is still one of the major reasons marriages break up. But we don’t understand “cheating” as well as we think we do. Why People CheatIs it true that infidelity always indi More...
By Robert Siciliano on August 6, 2019
It’s fair to wonder how many people would still be alive today if there were never any such thing as a life insurance policy. Personally I can’t imagine NOT having a life insurance policy More...
By Jennifer Prufer on August 2, 2019
Why Wake Up Early? This is a really fair question. As long as you complete your tasks and meet your goals, why should it matter what time you wake up? And if you’re not bound to any time agree More...
By Robert Siciliano on August 1, 2019
Sell something called “SuperParent” or even the actual FlexiSpy — and all is swell. Frankly, I’m not opposed to monitoring a child’s phone, kids shouldn’t have phon More...
By Robert Siciliano on July 31, 2019
“Tom” can also be “Alicia.” Nevertheless, it happens often enough to come up every so often in a crime documentary aired on the Investigation Discovery channel. The premise More...
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