Bloghttps://joynadvisors.com/wp-content/uploads/2017/09/Comparing-Your-Wealth-is-Stealing-From-Yourself.jpg 387 750 David Geller https://joynadvisors.com/wp-content/uploads/2019/10/JOYN-Logo-purple.png David Geller2017-09-28 10:23:032019-09-14 05:22:47Comparing Your Wealth is Stealing From Yourself
Despite our undeniably high standard of living, it’s easy to feel poor next to people with more, and that can affect us in surprising ways. Remember: Your net worth doesn’t measure your self-worth.
Bloghttps://joynadvisors.com/wp-content/uploads/2017/09/Hurricane-Harvey-Featured.jpg 450 450 Sherwin https://joynadvisors.com/wp-content/uploads/2019/10/JOYN-Logo-purple.png Sherwin2017-09-06 10:28:502019-09-19 04:23:38Hurricane Harvey: Impact on the Market & Investment Managers
Concerned about Hurricane Harvey's market impact and your investments? We believe the market impact will be more transitory and smaller than this storm might suggest.
Bloghttps://joynadvisors.com/wp-content/uploads/2017/09/Caregiving-Workshop-Featured.jpg 450 450 Lynn Harris Medcalf https://joynadvisors.com/wp-content/uploads/2019/10/JOYN-Logo-purple.png Lynn Harris Medcalf2017-09-05 09:52:372019-10-08 05:47:55New Atlanta Caregiver Workshop Takes on One of Most Avoided Issues of our Time
Caring for elderly parents or spouses can be tremendously expensive and stressful—and even create significant health issues for caregivers.
Bloghttps://joynadvisors.com/wp-content/uploads/2017/08/“Now-I’m-third-in-line-at-Starbucks”.jpg 387 750 Marc Lewyn https://joynadvisors.com/wp-content/uploads/2019/10/JOYN-Logo-purple.png Marc Lewyn2017-08-09 09:56:402019-12-09 22:17:53I Sold My Business. Now What?
Selling a company often represents a loss of identity and community. Entrepreneurs may go through several stages of recognizing and coping with this loss.
Bloghttps://joynadvisors.com/wp-content/uploads/2017/08/It’s-Your-Money-Not-Ours-Why-We-Turned-Down-Industry-Advice.jpg 387 750 David Geller https://joynadvisors.com/wp-content/uploads/2019/10/JOYN-Logo-purple.png David Geller2017-08-02 10:21:162019-09-14 05:22:47It's Your Money, Not Ours: Why We Turned Down Industry Advice
When it comes to outflows, we think traditional wealth managers have confused their clients’ best interests with their own, so we rejected key industry advice.
Bloghttps://joynadvisors.com/wp-content/uploads/2017/06/Why-a-spending-sabbatical-could-be-your-best-indulgence.jpg 387 750 David Geller https://joynadvisors.com/wp-content/uploads/2019/10/JOYN-Logo-purple.png David Geller2017-06-27 12:01:592019-09-14 05:22:47Why a spending sabbatical could be your best indulgence
A spending sabbatical ... pointless torture? No - it’s a chance to make more thoughtful choices about how YOU want to spend YOUR money. And it just might change everything for you and your family.
Bloghttps://joynadvisors.com/wp-content/uploads/2017/04/Marc-Lewyn-Discusses-Tax-Planning-Strategies-for-High-Net-Worth-Individuals.jpg 387 750 Betty Dworschak https://joynadvisors.com/wp-content/uploads/2019/10/JOYN-Logo-purple.png Betty Dworschak2017-04-13 17:35:362019-09-14 05:29:31Marc Lewyn Discusses Tax Planning Strategies for High Net Worth Individuals
In the thick of tax season, JOYN’s Marc Lewyn, CEO of Strategic Liquidity Services, is sharing valuable insights on tax shelters for high net worth clients.
Bloghttps://joynadvisors.com/wp-content/uploads/2017/04/Youre-Not-Just-A-Deal.jpg 387 750 Marc Lewyn https://joynadvisors.com/wp-content/uploads/2019/10/JOYN-Logo-purple.png Marc Lewyn2017-04-04 17:12:352019-10-08 05:50:51You're Not Just A Deal
For you, selling your business is the deal of a lifetime. For them, it’s the deal of the week. Before you think about liquidity, think about this: you’re not just A DEAL.
Bloghttps://joynadvisors.com/wp-content/uploads/2017/03/Politics-Policies-Your-Portfolio.jpg 387 750 David Geller https://joynadvisors.com/wp-content/uploads/2019/10/JOYN-Logo-purple.png David Geller2017-03-30 12:31:402019-09-14 05:22:47Politics, Policies & Your Portfolio
In "Politics, Policies & Your Portfolio," CEO David Geller & CIO Aradhana Kejriwal reviewed policy proposals that could shake up the markets and answered questions worrying anxious investors. Here's the recording.
Bloghttps://joynadvisors.com/wp-content/uploads/2017/01/JOYN-Chief-Investment-Officer-Shares-Insights-on-the-Dow-20000-Milestone.jpg 387 750 Charlie Gray https://joynadvisors.com/wp-content/uploads/2019/10/JOYN-Logo-purple.png Charlie Gray2017-01-26 12:04:262019-09-14 05:25:16JOYN Chief Investment Officer Shares Insights on the Dow 20,000 Milestone
JOYN’s perspective on the Dow's historic 20,000 closing was featured in a front-page story in today's Atlanta Journal-Constitution.
Bloghttps://joynadvisors.com/wp-content/uploads/2017/01/Today’s-Stock-Market-Milestone-is-Mostly-a-Non-Event.jpg 387 750 Aradhana Kejriwal https://joynadvisors.com/wp-content/uploads/2019/10/JOYN-Logo-purple.png Aradhana Kejriwal2017-01-25 18:59:332019-09-14 05:25:16Today’s Stock Market Milestone is Mostly a Non-Event
Though pundits and politicians may trumpet today's stock market milestone, we believe it's an artificial, emotional barrier – nothing more. Sure, "Dow 20k" has symbolic value, but little substance.
Bloghttps://joynadvisors.com/wp-content/uploads/2017/01/Georgia’s-Film-Tax-Credit-Targeted-by-Powerful-Lobbying-Group.jpg 387 750 Marc Lewyn https://joynadvisors.com/wp-content/uploads/2019/10/JOYN-Logo-purple.png Marc Lewyn2017-01-19 12:52:492019-09-14 05:29:31Georgia's Film Tax Credit Targeted by Powerful Lobbying Group
A political advocacy group is targeting Georgia's film tax credit, arguing that it unfairly benefits film producers at the expense of other taxpayers. We support the incentive and sent this letter to Governor Deal.
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