Two major banks collapsed in three days, with a third in Europe teetering. Here’s what consumers need to know about safeguarding their savings.

As we wrap up 2022 and say hello to 2023, we wanted to share a helpful checklist for small business owners to help set them up for a successful New Year.

Is your “passive income” rental property feeling anything but passive? J2 Capital Management can help you decide whether or not to keep it.

We’re halfway through 2022. Here is J2 Capital Management’s mid-year update and what to expect going forward.

Know someone who needs financial help? J2 Capital Management understands clients’ unique needs and inspires confidence in financial decisions.

The stock markets are officially in or approaching bear market territory but it’s much worse than that beneath the surface. The Bull market since 2009 appears to be over. Here's what J2 Capital is doing.

Is your financial advisor fee-only? If you don’t know or care, you should! Find out why J2 Capital Management is proud to be fee-only!

Prices are up everywhere on everything, and unfortunately, we can expect that to continue. After months of being told the current inflation crisis is transitory, Federal Reserve Chair Jerome Powell announced that we can expect high inflation to continue into 2022. What may have seemed like a slight inconvenience at first is now becoming a much larger issue as people watch the value of their money degrade right before their eyes with no clear end in sight.

J2 Capital Management, a boutique financial advisory firm specializing in in-house custom financial planning, tax, estate, and investment management, announces today that it has partnered with Eaglebrook Advisors (“Eaglebrook”) to broaden its investment selection to now include Bitcoin and digital asset SMA investment strategies.

Every investment portfolio comes with the disclosure that “past results do not predict future returns,” and the 60/40 portfolio should be no exception. Often regarded as the best portfolio strategy for retirees, the promise of the 60/40 investment strategy has recently been called into question.

At J2 Capital Management, we believe that our success is built on developing lasting, meaningful relationships based on trust, integrity, and superior service. Everyone on our team uses their unique skill set to provide you with the support you need to reach your financial goals. As such, we wanted to update you on some exciting team changes that will allow us to continue to provide you with unparalleled service and solutions to your financial needs.

With a world of information at our fingertips, we can find reviews, history, product specifications, and more details than we’ll ever need about anything we want to buy. In other words, before making a major purchase, we can arm ourselves with information to make the best choice possible.

There’s no better way to choose a career than by gaining firsthand experience that opens your eyes to how many people need the help you can offer. That’s my story at least.

2020 will forever be remembered for both the pandemic that was unleashed upon the world as well as the policy responses to it. Investors will also remember it for the tremendous market volatility (in both directions) and more importantly, investor’s reactions to that volatility (again, in both directions!).

Is your financial advisor a fiduciary? Maybe you assume he/she is but it's important to educate yourself on the differences between a fiduciary vs. salesperson.

Roku (ROKU) is a company that J2 Capital Management has continued to have conviction in. The shift from traditional TV to streaming has continued to accelerate and sitting in the middle of this competition for eyeballs is Roku.

As we continue experiencing a year of financial uncertainty, here’s where J2 stands when it comes to cryptocurrency.

The mass herding into those FANNMG names and software stocks keeps rocketing higher unabated while the rest of the market languishes behind. How exactly does this end? Will the rest of the market catch up to the select few that are powering the S&P 500 higher or will the tech stocks tank to catch down to everything else?

Chegg is a holding in our J2 Dynamic MidCap Growth stock strategy. In early March as the market was selling off we reviewed Chegg's 4Q 2019 earnings report and came away very impressed with their organic growth and brand recognition amongst college students.

Risk across the market, specifically in the momentum names is increasing and is not sustainable, at least in the short term.