While July started off the same way that many months have recently, which is more gains for large-caps and tech, the markets experienced a massive shift within U.S. equities that it hasn’t seen in a while. A cooler than expected inflation number in June raised the market’s expectation for more rate cuts later this year and that resulted in a revival in small-caps, value and dividend stocks.
Avoid 5 top business exit planning mistakes. John Benedict, a financial advisor in Troy, MI, specializes in serving business owners.
Are you a stability seeker? Thrive in a rising-interest-rate environment with savvy investment strategies from J2 Capital Management.
Learn healthy debt management with our guide on distinguishing between good and bad debt. John Benedict is a financial advisor in Troy, MI.
Does your financial plan align with your personal values? Read these tips to make your money work in harmony with what matters most to you.
In our last market update on November 7th, our contention was the markets were mired in a 2-year bear market and a major pain point was the lack of upside participation from most stocks outside the “magnificent-7”.
From a macro point of view, the U.S. market indexes have generated flat to negative returns for almost the past three years, with large rallies and drops producing no returns for investors outside a select group of technology stocks.
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.