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?

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.

For the past few weeks, J2 Capital started posting about the Coronavirus (Covid19) and it's the potential impact on the economy. We continued to highlight the risks from the virus but noticed that many were shrugging off the potential negative effects of the virus. This was a warning sign to us that the market would be at risk should the virus continue on its trajectory.

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.

With the major run-up in stock prices, this has expanded companies' valuations off relatively flat earnings. 2020 will be a year of either living up to these high expectations or falling short, forcing investors to rethink their bullish mood despite an accommodative Fed.

New legislation has passed. Discover what has changed and how our in-house CPA at J2 Capital Management is helping clients this tax season.

How much uncertainty you can live with? Do you prefer to sit back & watch the stock ticker? Ask yourself these questions to help determine your risk tolerance.

You are 42% more likely to achieve your goals by simply writing them down. Learn this and 8 more tips to achieving even your hardest goals.

Trade Wars, Fed Rate Cuts, Negative Interest Rates, Yield Curve Inversion, Trump Impeachment, Brexit, and Recession! Did I cover all the monsters in the room? Both advisors and clients all know the same information due to the internet and easier access to information. This has made sentiment poor and both advisors and clients have reacted by lowering equity allocations. Is this the fuel that keeps the market afloat?

From this Christmas Eve miracle, the U.S. Fed embarked on a series of interest rate and quantitative tightening walk backs. Not to be outdone, the European Central Bank, which just ended its credit infusions to its banking system, started walking back its plans to tighten monetary conditions by discussing more easing. To complete the coordination, China stepped in with massive liquidity credit injections to its state-owned corporations.