by Rich Vanden Boogard | Jun 18, 2021 | JSA Blog
We often get the question “As I get older, my portfolio needs to become more conservative, right?” Our answer is always, “It depends on what you’re trying to do.” Becoming overly conservative can be a huge mistake. We’ll get to that in a second. However, the reason...
by JSA_Admin | Jun 17, 2021 | JSA Blog
Grandma and the EE Savings Bond Gift My family has an unusual tradition–my grandfather self-built two houses–one completed in 1957 and another in 1996. Yes, he built them, hammer-swinging and all, with family help. My father has also done the same–first completing...
by JSA_Admin | Jun 14, 2021 | JSA Blog
1) Do you act as a fiduciary? By being a fiduciary, an advisor acts in your best interest 100% of the time. It’s important because if not, they might be recommending something that’s just “suitable” for you, so they can earn higher commissions or incentives. JSA...
