Financial Health: Stock Market Breakdown - Dow Jones Industrial Average
John G. Ullman & Associates, Inc. President and COO shares the origins of the Dow Jones Industrial Average, what it tracks and how the different stock indices serve as a barometer of the financial market.
Financial Health: Year End To-Do List - It's Almost Open Enrollment, Even for Retirees
John G. Ullman & Associates, Inc. President & COO Jason Nickerson shares how even people who are on Medicare have an opportunity to make choices about their healthcare plans during open enrollment.
John G. Ullman & Associates Senior VP and Certified Financial Planner Peter Winnett discusses the factors people should take into consideration when they are thinking about retirement, from financial to social to psychological factors.
John G. Ullman & Associate, Inc. Securities Research Analyst Mark Abdalla discusses why it's a good idea to review your financial goals, risk tolerance, tax strategies and more in the middle of the year.
Mark Abdalla, Securities Research Analyst with John G. Ullman & Associates, Inc. looks at different types of assets in the modern investment portfolio, from equities, real estate, and other diversified assets.
John G. Ullman & Associates, Inc. Securities Research Analyst Mark Abdalla discusses cryptocurrency, and what investors should know about this type of investment.
John G. Ullman & Associates, Inc. Securities Research Analyst Mark Abdalla discusses the investing approach known as Environmental, Social, and Governance (ESG) investing.
John G. Ullman & Associates, Inc. President & COO Jason Nickerson discusses the evolution of financial technology, the growth of AI in this space, but hasn't replaced the knowledge and guidance of a real-life financial planner.
John G. Ullman & Associates, Inc. President & COO Jason Nickerson discusses repayment options and strategies for paying down student loan debt faster.
John G. Ullman & Associates, Inc. President & COO Jason Nickerson discusses what should be considered when building an emergency fund, in the event of unexpected expenses, a job loss or other issues.
