Jon Ulin, CFP, CEO

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    • Media Contact:
      Jon W. Ulin CFP
    • Member Type(s): Expert
      Communications Professional
      Other
    • Title:Managing Principal
    • Organization:Ulin & Co.Wealth Management
    • Area of Expertise:Investing, Retirement, Personal Finance
    •  
    • Member:ProfNet

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    Investment News 7.8.19 Morningstar emphasizes new metrics

    Sunday, August 18, 2019, 6:16 PM [General]
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    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 grandiose name, star ratings or competing to be the lowest-cost player in their sector," said Ulin

    Investment News 5.1.19 Advisers put fundamentals ahead of sell-in-May

    Sunday, August 18, 2019, 6:14 PM [General]
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    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 numbers don't support a major pullback in May,” said Ulin

    Investment News 4.25.19 8 adviser fears for 2019

    Sunday, August 18, 2019, 6:13 PM [General]
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    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™

    USA Today 4.25.19 8 ways to spring clean your finances

    Sunday, August 18, 2019, 6:13 PM [General]
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    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,” said Ulin™

    Think Advisor 3.19.19 11 Financial Mistakes Retirees Make

    Sunday, August 18, 2019, 6:12 PM [General]
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    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 with every trade or purchase...there is no such thing as a free lunch, said Ulin

    Investment News 2.25.19 Is a recession right around the corner?

    Sunday, August 18, 2019, 6:11 PM [General]
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    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 market indicators flying around without actually being in a recession,” said Ulin

    IBD 12.7.18 Advisors Use Analogies To Demystify Complex Concepts

    Sunday, August 18, 2019, 6:09 PM [General]
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    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 uses analogies from medicine, cooking to driving to appeal to a broad audience.

    Investment News 7.19.19 Golden opportunity to hedge risk

    Sunday, August 18, 2019, 6:01 PM [General]
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    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 game," said Ulin

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

    Saturday, January 7, 2017, 11:34 AM [General]
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    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 


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