Jon Ulin, CFP©

Loading...
    • 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

    To become a ProfNet premium member and receive requests from reporters looking for expert sources, click here.

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

    Friday, March 18, 2016, 3:03 PM [General]
    0 (0 Ratings)

    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]
    0 (0 Ratings)

    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]
    0 (0 Ratings)

    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]
    0 (0 Ratings)

    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. 


    2/11/16-WSJ-Market Tumble Means More Clients for Financial Advisors

    Saturday, February 13, 2016, 2:22 PM [General]
    0 (0 Ratings)

    WSJ 2/11/16, Market Tumble Means More Clients for Some Financial Advisors:

     "With global stock markets tumbling and investors looking for both safe havens and advice, we are receiving more calls from prospects looking for help," 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. 


    2/4/16-The Street- Reasons to Ditch an ETF Besides Weak Performance

    Saturday, February 13, 2016, 2:19 PM [General]
    0 (0 Ratings)

    The Street 2/4/16, Reasons to Ditch a Mutual Fund or ETF Besides Weak Performance: 

    “Selecting an ETF or sector merely on its past returns is an example of insanity. Be prepared that higher returns often produce a larger amount of volatility, which the market is already exhibiting this year. By the time you ‘discover’ a great idea at a cocktail party, it may already be overpriced and running its course,” 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. 

    1/19/16, The Street:Dollar Cost Averaging- or Not

    Thursday, January 28, 2016, 6:42 PM [General]
    0 (0 Ratings)

    The Street 1/19/16, Forget Dollar Cost Averaging for Investing Your Bonus:

    www.thestreet.com/story/13427907/2/forge...

    "While investing in the market has its drawbacks, the benefits exceed the weaknesses since a typical individual’s cost of living rises about 50% every decade and 100% every 20 years with a 3.4% inflation rate over time, said Ulin.

     “If your money is sitting in cash for the long run, you may not be able to retire when planned if the returns on your capital are low or nearly non-existent,” he said.

     

    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.comf or more information

    1/15/16, The Street: Could the Dow Hit 12,000?

    Thursday, January 28, 2016, 6:38 PM [General]
    0 (0 Ratings)

    The Street 1/15/16, Could the Dow Hit 12,000?:

    www.thestreet.com/story/13425450/1/could...

    "The panic selling by investors is driving the current correction and is not the outcome of actual stock market valuations and fundamentals failing," said Ulin.

    "Develop a diversified portfolio and maintain a strong Navy SEALs-type mind set." “Making money does not happen in bull markets," he said. "It happens in how you manage your money and behavior in sideways markets and bear markets."


    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. 

    1/14/16, US News & World Report, 8 Tips for the Anxious Investor

    Thursday, January 28, 2016, 6:35 PM [General]
    0 (0 Ratings)

    US News & World Report 1/14/16, 8 Tips for the Anxious Investor:

    money.usnews.com/investing/articles/2016...

    "Stop consulting Dr. Google. It's a great investment in and of itself, but doing a Google search can confuse neophytes and long-term investors alike faster than you can say research engine.

    Today's investors of all ages have become more interconnected from tools like Google search to a plethora of news and financial sites with gobbledygook financial predictions and forecasts," said Ulin.

    "This investor problem is no different than sick people looking up an ailment online, not seeking professional help and making their own incorrect assumptions and diagnosis."

    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. 

    12/16/15, Thinkadvisor, What Advisors Think of Fed’s Rate Hike

    Thursday, December 24, 2015, 4:22 PM [General]
    0 (0 Ratings)

    thinkadvisor 12/16/15, What Advisors Think of Fed’s Rate Hike:

    "Now is “a great time for advisors and clients to review investment allocations,' said Ulin 

    www.thinkadvisor.com/2015/12/16/what-adv...

    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 atwww.ulinwealth.com


    Page 1 of 5  •  1 2 3 4 5 Next

Blog Categories