Jon Ulin, CFP©

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    • Member Type(s): Expert
      Communications Professional
      Other
    • Title:Wealth Management, Retirement Advice
    • Organization:Ulin & Co. Wealth Management
    • Area of Expertise:financial advisor, wealth management
    •  
    • Member:ProfNet

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    6/27/16 The Street: Sector Volatility in Brexit Aftermath:

    Saturday, July 23, 2016, 1:21 PM [General]
    0 (0 Ratings)

    The Street 6/27/16 Sector Volatility in Brexit Aftermath:

    "The perception of big market moves can be substantially greater than the actual results.  Remember that your investment time frame may be the next five to ten years, not the next five to ten months," said Ulin


    For questions or for News & Media inquiries please call (561) 210-7887 or email jon.ulin@lpl.com.  U&CO is a RIA & branch office of LPL Financial.  Visit us at www.ulinwealth.com for more information on our firm.

    6/24/16 InvestmentNews:Brexit vote whipsaws markets

    Saturday, July 23, 2016, 1:18 PM [General]
    0 (0 Ratings)

    InvestmentNews 6/24/16 Brexit vote whipsaws markets, tests financial advisers' resolve:

    "Seven days before the vote we cut our international exposure down to 10%," said Ulin


    For questions or for News & Media inquiries please call (561) 210-7887 or email jon.ulin@lpl.com.  U&CO is a RIA & branch office of LPL Financial.  Visit us at www.ulinwealth.com for more information on our firm.

    7/11/16 US News & World Report: Beware of the Sleeping Bear

    Saturday, July 23, 2016, 1:16 PM [General]
    0 (0 Ratings)

    US News & World Report: 7/11/16 Investors Beware of the Sleeping Bear:

    "Bear phobia is as much rooted in neurosis as numbers. The longer the bull run, the more irrational exuberance gives way to irrational anxiety. This may in fact be the most misunderstood and hated bull market in U.S. history," said Ulin


    For questions or for News & Media inquiries please call (561) 210-7887 or email jon.ulin@lpl.com.  U&CO is a RIA & branch office of LPL Financial.  Visit us at www.ulinwealth.com for more information on our firm.

    7/7/16 The Street: Stock Market vs Fed Hikes

    Saturday, July 23, 2016, 1:14 PM [General]
    0 (0 Ratings)

    The Street 7/7/16 Stock Market Won’t Care if the Fed Doesn’t Raise Rates in 2016:

    "The Fed's hands are tied and may not want to stir up the markets during a presidential election year where we may soon experience significant turbulence," said Ulin

    For questions or for News & Media inquiries please call (561) 210-7887 or email jon.ulin@lpl.com.  U&CO is a RIA & branch office of LPL Financial.  Visit us at www.ulinwealth.com for more information on our firm.


    6/19/16 InvestmentNews: John Oliver's criticism of Fiduciary Standard

    Saturday, July 23, 2016, 1:11 PM [General]
    0 (0 Ratings)

    InvestmentNews 6/19/16 John Oliver's criticism helps fiduciary duty go prime time:

    “We explain the differences between the fiduciary and suitability standards to add value, transparency and trust in our relationships,” said Ulin

    For questions -  or for News & Media inquiries - please call (561) 210-7887 or emailjon.ulin@lpl.com.  U&CO is a RIA & branch office of LPL Financial.  Visit us at www.ulinwealth.com for more information on our firm.

    6/11/16 Fortune: 5 Investing Lessons You Can Learn From Horse Racing

    Saturday, June 18, 2016, 1:15 PM [General]
    0 (0 Ratings)

    Fortune 6/11/16 Five Investing Lessons You Can Learn From Horse Racing:

    "Hedge your bets: Recreational bettors may love the thrill of picking a long shot once in a while in hopes of turning a small sum into big money, sort of like winning the lottery. But knowledgeable bettors, like disciplined investors, try to put themselves in the best possible position to win by wagering on multiple horses in a given race, said Ulin.


    For questions or for News & Media inquiries please call (561) 210-7887 or email jon.ulin@lpl.com.  U&CO is a RIA & branch office of LPL Financial.  Visit us at www.ulinwealth.com for more information on our firm.

    6/6/16 The Street:Though the Fed Will Not Raise Rates in June, Homeowners Beware

    Saturday, June 18, 2016, 1:13 PM [General]
    0 (0 Ratings)

    The Street 6/6/16 Though the Fed Will Not Raise Rates in June, Homeowners Should Refinance Now:

     "The difference between the 10-year Treasury and a 30-year mortgage rate is 1.7%. If the 10-year Treasury is 2%, a 30-year mortgage rate would be about 3.7%. Even if the mortgage rates in a year hit 5%, the rates will still be well below the huge 8.5% 30-year fixed rate mortgage average since 1971," said Ulin.


    For questions or for News & Media inquiries please call (561) 210-7887 or email jon.ulin@lpl.com.  U&CO is a RIA & branch office of LPL Financial.  Visit us at www.ulinwealth.com for more information on our firm.

    6/6/16 The Street: How the Fed’s Timing Will Impact Market Returns

    Saturday, June 18, 2016, 1:11 PM [General]
    0 (0 Ratings)

    The Street 6/6/16 How the Fed’s Timing Will Impact Market Returns and Credit Card Rates:

    "While money can't buy you love or happiness, keeping your debt servicing payments as low as possible may lower your household stress and increase your cash flow over time," said Ulin.


    For questions or for News & Media inquiries please call (561) 210-7887 or email jon.ulin@lpl.com.  U&CO is a RIA & branch office of LPL Financial.  Visit us at www.ulinwealth.com for more information on our firm.

    5/26/16 US News & World: Decoding Wall Street's Wall of Jargon:

    Saturday, June 18, 2016, 1:10 PM [General]
    0 (0 Ratings)

    US News & World Report 5/26/16 Decoding Wall Street's Wall of Jargon:

     "Most experts and main street investors alike cannot correctly time the market. Betting on risky investment strategies you don't completely understand is like playing high-stakes poker or blackjack with your life savings' said Ulin.


    For questions or for News & Media inquiries please call (561) 210-7887 or email jon.ulin@lpl.com.  U&CO is a RIA & branch office of LPL Financial.  Visit us at www.ulinwealth.com for more information on our firm.

    5/17/16 US News & World: How to Pick the Best Investments:

    Saturday, June 18, 2016, 1:08 PM [General]
    0 (0 Ratings)

    US News & World Report: 5/17/16 How to Pick and Choose the Best Investments:

    "Most managed investments do not live up to their promises and unique names and themes provided by their managers ," said Ulin


    **For questions or for News & Media inquiries please call (561) 210-7887 or email jon.ulin@lpl.com.  U&CO is a RIA & branch office of LPL Financial.  Visit us at www.ulinwealth.com for more information on our firm.


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