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

    Saturday, June 18, 2016, 1:15 PM [General]
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    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]
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    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]
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    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]
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    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]
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    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.

    4/13/16 Investment News:LPL partners with BlackRock's Robo-Advisor:

    Saturday, June 18, 2016, 1:06 PM [General]
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    Investment News: 4/13/16 LPL partners with BlackRock's FutureAdvisor Robo-Advisor:

    "With the new DOL regulations pushing fadvisors to focus more on utilizing 'fee-based' investment platforms, I am looking forward to have access to the new LPL robo-platform," 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.

    3/9/16 -MSN-Investors Should Feel Both Fear & Greed:

    Friday, March 18, 2016, 3:03 PM [General]
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    MSN: 3/9/16 Why Investors Should Feel Both Fear and Greed:

    "Consider that 5% to 10% swings in the stock market are the “new normal,” so avoid giving into the fear of losing money. During the past 30 years, the S&P 500 index produced gains averaging 9% a year, but the average investor has generated only about 3% per year based on investor behavior studies," 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. 


    2/20/16-The Street- Millennials will need $2M Before Thinking of Retirement:

    Friday, March 18, 2016, 2:46 PM [General]
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    The Street:2/20/16 Millennials will need $2M Before Thinking of Retirement:

    “Every $1 million in savings can provide you approximately $30,000 to $40,000 each year in portfolio income from a diversified portfolio on the high end,” 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. 

    2/18/16, Philly.com:Millennials Need to Start Saving for Retirement:

    Friday, March 18, 2016, 2:29 PM [General]
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    Philly.com 2/18/16 Millennials Need to Start Saving for Retirement:

    "“Just saving and investing $6,500 each year while earning 6% will land you your first million in 40 years,” 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. 

    2/11/16-US News- 8 Traits of the Overly Aggressive Investor

    Saturday, February 13, 2016, 2:25 PM [General]
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    US News & World Report 2/11/16, 8 Traits of the Overly Aggressive Investor:

     "These people are typically delusional with their ability to pick an investment and often brag that their prediction skills are better at interpreting financial information more than most investors. Prediction overconfidence often leads investors to underestimate their overall investment risks, which can often end badly," 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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