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
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    • Member:ProfNet

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    1/4/17 The Street- Understanding the January Effect

    Saturday, January 7, 2017, 11:34 AM [General]
    0 (0 Ratings)

    The Street 1/4/17 How Investors Can Generate Higher Returns From the January Effect:

    "Instead of focusing on the January effect, which has only occurred 50% of the time during the past decade, including 2009, 2010, and 2014, investors should examine market fundamentals and not try to time the market. When the S&P 500 was negative in January during those 3 years, it still finished strongly, said Ulin

    www.ulinwealth.com 

    12/26/16 US News -How to Recover From Holiday Spending Spree

    Saturday, January 7, 2017, 11:32 AM [General]
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    US News 12/26/16 How to Recover From Your Holiday Spending Spree: 

    "Creating a properly balanced budget is key to quickly eliminating debt. Strive to follow 50/20/30 guidelines when it comes to budgeting: 50 percent for essentials, 20 percent for savings and 30 percent for lifestyle or discretionary expenses," said Ulin


    www.ulinwealth.com 

    12/19/16 US News -5 Things About Dow 20,000

    Saturday, January 7, 2017, 11:31 AM [General]
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    US News 12/19/16 5 Things Everyone Should Know About Dow 20,000: 

    "Over time, we'll be hitting a lot of these psychological marks. Since WW II, the DJIA index has averaged about 9% per year and will continue to do so hitting new highs over time. Just with a 7.2 percent annualized return, we should be ringing in a Dow 40K by 2027," said Ulin


    www.ulinwealth.com 

    12/13/16 WSJ -4 Financial Gifts for the Holidays:

    Saturday, January 7, 2017, 11:30 AM [General]
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    WSJ 12/13/16 Four Financial Gifts to Consider for the Holidays:

     "If a loved one is facing a big bill, offer to pay some or all of the expense directly. Unlimited payments can be made directly to a medical provider or educational institution on behalf of others.

    One could pay a friend’s out-of-pocket medical expenses or a grandchild’s college-tuition bill. As long the payment is made directly to the service provider, the amount won’t affect the donor’s lifetime federal estate-tax exemption amount of $5.45 million. It also won’t count toward the annual gift-tax exclusion of $14K," said Ulin


    www.ulinwealth.com

    12/16/16 ThinkAdvisor- What Advisors Think of Fed's Rate Hike

    Saturday, January 7, 2017, 11:28 AM [General]
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    ThinkAdvisor 12/16/16 What Advisors Think of Fed's Rate Hike:

     "Investors should not be overweight in “long-duration” fixed income holdings, perpetual preferred stock investments and other sectors that could be affected if long-term rates rise faster than expected,” said Ulin.


    www.ulinwealth.com 

    12/16/16 The Street Why the Dow Hitting 20K Won't Hurt 401K's:

    Saturday, January 7, 2017, 11:27 AM [General]
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    The Street 12/16/16 Why the Dow Hitting 20K Won't Hurt 401K's:

    "With our aging population and more people today living well into their 80's and 90's, the healthcare sector will continue to run," said Ulin.


    www.ulinwealth.com 

    11/9/16 US News 3 Lessons From Donald Trump's Victory

    Saturday, January 7, 2017, 11:26 AM [General]
    0 (0 Ratings)

    US News 11/9/16 3 Financial Lessons to Learn From Donald Trump's Victory:

    "Following the herd and believing everything you read in the news can result in a false sense of fear or complacency in any arena," said Ulin. "Whether politics or investing, it is imperative to do your own research and develop your own opinion."

    11/4/16 WSJ Navigate for a Surprise Early Retirement:

    Saturday, January 7, 2017, 11:24 AM [General]
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    WSJ 11/4/16 How to Navigate and Prep for a Surprise Early Retirement:

    "Cut back on your expenses and find ways to reduce your spending on luxury services like spa visits and home services you often can do yourself ," 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.

    9/26/16 US News -13 Tips for Singles Nearing Retirement:

    Saturday, October 15, 2016, 11:06 AM [General]
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    US News & World Report  9/26/16 13 Tips for Singles Nearing Retirement:

    "A good rule of thumb is to save at least 13 to 15 times the average of your last five years of salary for retirement," said Ulin. "You can develop about $3K-$4K per year of income from each $100K in savings." 

    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.

    6/27/16 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.


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