JOYN Launches First Expert Panel Event on Family Caregiving

By Matthew Geller   |   October 24, 2018

We’ve been there – awake in the middle of the night Googling questions on caregiving, fearful and unsure of what to do next: “At what point do I help manage my elderly parent’s finances? “What signs should I be looking for in my parents if I’m worried about dementia? “I don’t know who to talk to next about housing for my mom. What kind of facilities are out there? How do I choose the right one? If you’re around 50 with an aging parent,…  Read More

ALS Can’t Block Ed Tessaro from a Purpose-Driven Life

By Jarrett Oakley   |   October 24, 2018

Don’t try to typecast Ed Tessaro. Yes, he is as visibly associated with the fight against amyotrophic lateral sclerosis (ALS) as just about anyone in America. Yes, he was one of the first patients in a widely watched, experimental stem cell transplant trial. Yes, he speaks at national ALS conferences and testifies before numerous congressional and state committees, arguing for more research money or bills to give patients greater access to experimental drugs. Ed’s countless admirers include JOYN CEO David Geller. “He’s…  Read More

Don’t Get Trapped by Short-Term Market Thinking

By John Steele   |   October 24, 2018

Yes, US Equities experienced a downturn last week—but don’t let the headlines scare you into a knee-jerk response. It would be understandable if you’re feeling nervous, given the start to October in the broad U.S. financial markets. At the end of last week, the S&P 500 retracted 3.3% and the Dow Jones Industrial Average dropped 3.1%. Additionally, the Nasdaq Composite saw a 7% decline due to shifting values of tech stocks. Yet, when evaluating the market from a long-term perspective, these recent…  Read More

Surviving The Midterms

By David Geller   |   October 24, 2018

Ok, let’s talk politics.  WHAT THE *&^%^*&!  It’s okay, let it out. Feel better? Good. Because whether you are a Republican, Democrat, or Independent, there is a good chance you find the current political discourse, or lack thereof, to be frustrating and even depressing. Our elected leaders often seem more interested in winning at any cost then in working together for the common good. We’ve all read the headlines and heard the speeches, seemingly designed to grab your attention and trigger feelings…  Read More

JOYN Generates Buzz at Georgia Tech

By David Geller   |   October 4, 2018

JOYN is on a mission to change the way America thinks about money – for this and future generations. Last week, JOYN leadership met with the future of the financial services industry at Georgia Tech to do just that. And for two JOYNers, it was a collegiate homecoming celebration. On September 25th, CEO David Geller joined Financial Advisor Tiffany Rosetti, Director of Marketing Jarrett Oakley, and Director of Investments John Steele for an engaging panel conversation on Behavioral Wealth Management. The presentation was…  Read More

Seven JOYN Advisors Honored with Five Star Wealth Manager Award for Excellence

By Matthew Geller   |   September 17, 2018

Atlanta Magazine has announced its 2018 “Five Star Atlanta Wealth Manager” award and seven of JOYN’s financial advisors earned this prestigious award. The Five Star Atlanta Wealth Manager Award recognizes wealth management professionals who “show a commitment to clients, demonstrate strong industry credentials and are evaluated on the quality of their current practice.(1)” Our seven JOYN advisors join just 9% of applicants honored with the Five Star Wealth Manager Award. “At our core is a belief that the client’s well-being comes first,” said…  Read More

Dear Elon Musk, Society Owes You an Apology

By David Geller   |   September 17, 2018

Dear Elon, After reading your candid interview in a recent NY Times article and observing several interviews, I have a window into why this year has been so trying for you. It’s deeply unfortunate that society has pigeonholed you and minimized your difficult situation. As with other financially successful and high-profile business owners I’ve worked with, society tends to draw a common, and incorrect, conclusion: “they should be happy because they have so much money.” We both know money doesn’t buy happiness. After all,…  Read More

Focus on Family Caregivers For World Alzheimer’s Month

By Jarrett Oakley   |   September 17, 2018

By the time you finish reading this, at least one person will have been diagnosed with Alzheimer’s Disease in the United States. Our society faces a daunting challenge in our efforts to provide greater awareness for Alzheimer’s Disease – America’s sixth leading cause of death.(1) Within our client and staff community, we’ve experienced firsthand the destructive and debilitating power of this degenerative disease and the challenges of family caregiving. One of our clients mentioned that “dealing with my parents’ aging and all…  Read More

Using Gamma in Your Portfolio and Financial Plan

By Jason Eagle   |   September 17, 2018

A gamma ray burst turned Bruce Banner into the Hulk and transformed a group of astronauts on an expedition into the Fantastic Four. And though we aren’t talking about gamma rays, we believe a different type of gamma can be harnessed in your portfolio and your financial plan. With respect to portfolio performance, we talk about: alpha (α), a measurement of excess return; beta (β), a measurement of relative risk; and delta (∆), a measurement of change.  But there is little…  Read More

JOYN Advisors Makes a Splash at this Year’s Alpharetta Business Expo

By Jarrett Oakley   |   September 17, 2018

On August 24, JOYN gathered with over 100 other exhibitors to engage with Alpharetta citizens and business leaders at the Atlanta Marriott Hotel for the 2018 Alpharetta Business Expo. In all, over 900 people were in attendance. The event, presented by the Alpharetta Business Association, featured new businesses and emerging tech start-ups from Tech Alpharetta, as well as an insightful healthcare panel from HIPnation entitled, “A Doctor’s View to Control Healthcare Costs.” “It was a fantastic event and a great way to…  Read More