Dreaming of retirement? Don’t wait for someday—start living your retirement dreams now. Here’s 4 tips to help you get started.

Want to learn a way to give to charity while taking advantage of tax benefits? Read the following guide to understand how.

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

Every retirement looks different, and you deserve one that makes you happy. Here are some tips on preparing for a happier retirement.

Need to revamp your finances in 2023? Check out these 10 tax-planning strategies to put into place in 2023.

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.

J2 Capital Management has a new Google My Business page. We’d love your support online, so check it out here!

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

Before you work with an advisor, you should have a thorough understanding of how they work and what you can expect from them in the process.

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.

We put you first—always—and strive to guide you toward a strong financial future, tailoring our services to your unique needs. But don’t just take our word for it. Recently we asked our clients to share their experience working with us. Here’s what they had to say.

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.

Most of us can point to specific people or events that influenced our decisions and made a significant impact on how we live our lives. For me, it was the inspiration and example of my dad. I grew up watching him invest in his clients in his role as a financial advisor. I saw how much he enjoyed getting to know his clients and adding value to their lives through wealth management and it greatly influenced my career decision. When I started taking finance classes in college, I found that the financial world was a natural fit for me, and now I get to follow in his footsteps and make an impact on my own clients’ lives.

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.