Show Me the (Latest Study on) Money!

By David Geller   |   March 28, 2018

You’ve no doubt heard us say that above a certain threshold, additional money doesn’t generate a corresponding boost in happiness. But now, there’s a new study that drills down a bit more to explore what that means. The seminal 2010 Princeton study, co-authored by two Nobel laureates[1], concluded that income and happiness are correlated, but only up to a point. Intuitively, that makes perfect sense because if you’re worried about paying for necessities, like having enough money to put a roof…  Read More

JOYN CEO Quoted in Timely Wall Street Journal Article

David Geller discusses how wealthy parents can talk to their children about family money

February 13, 2018

Wealth: Talking to children about family wealth

Most wealthy parents feel conflicted talking to their children about family money, Read a summary of David Geller's advice in Feb 12's Wall Street Journal.  Read More

Mind-Bending Markets Play “Red Light/Green Light”

By David Geller   |   February 7, 2018

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Many news media sensationalized the market pullback by focusing on the DJIA's "biggest single-day point decline" (-1,175). Yet the percentage decline (-4.6%) was only its 100th worst single trading day. Then on Feb 6, the market changed direction 29 times before the Dow ultimately closed up 567 points (2.3%).  Read More

A Message of Hope

By David Geller   |   December 22, 2017

Wealth Management firm advocates making a positive difference

I have so much to be thankful for this holiday season, yet I find myself feeling frustrated and sad. In today’s world, it’s easy to feel discouraged. But it doesn’t have to be that way. We can choose a different path, one of hope and resilience.   Read More

The Real Cost of Caring for Your Loved One

By Susan Davis   |   November 9, 2017

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Caregivers are America’s underappreciated heroes. When an aging parent or sick family member needs care, the family caregiver comes to the rescue. They set aside their own lives, families, and jobs to work long hours caring for their loved ones. Family caregivers are stretched thin, stressed out, and often at the end of their rope. Yet they do it all without pay. Plus they often pay out of their own pockets to keep their parents at home or move them…  Read More