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.

World economies, nations, and political systems are still feeling the reverberating effects of the coronavirus pandemic. And it turns out that many of us are experiencing our own reverberations as well. Although we didn’t know it at the time, the initial lockdowns in March of 2020 have now resulted in J2 Capital Management’s decision to open a second office in Cape Coral, Florida.

If you've amassed a significant amount of wealth, you want to know it'll be cared for by future generations. Here's how to help your loved ones become responsible stewards of your wealth.

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.

As an undergraduate attending Oakland University, I was a pretty typical college kid. I was kicking around the idea of going to dental school, but hadn’t yet found my passion or my path in life. All I knew was that I wanted a job that could provide me with financial security and that excited me. I decided my best bet was to head to the school resource center and comb through job descriptions. I came across career info on stock brokers, and my interest was piqued.

Tax season is approaching quickly, so we've put together a tax preparation checklist for our clients in order to get the document collecting process started.

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.

Tax season is right around the corner and before the end of 2020, you may consider spending a little time to plan out your 2020 taxes.

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.

DraftKings (DKNG) is a company that has caught our attention here at J2 Capital Management. The recent tailwinds it's received from casino shutdowns as well as the legalization of sports betting across the U.S. has created an interesting opportunity. In this post, I cover the investment thesis behind the name, as well as the recent earnings, catalysts, and risks associated with the company.

While concerns related to COVID-19 continue to increase, the average mortgage rate has fallen to an all-time low, prompting a wave of refinancing activity.

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?