By John Steele | December 12, 2018
Political Implications:
The most immediate impact of the midterm elections is that the Democrat-controlled House will serve as a check to the Republican-controlled Senate and President Trump, with legislative gridlock a likely outcome. In the aftermath of the elections, making individual tax cuts permanent (“Tax Cuts 2.0”) and overhauling the Affordable Care Act become increasingly unlikely. The elections’ resulting impact on hot button issues such as immigration, healthcare and infrastructure spending remains unclear. A Democrat-controlled House may result in further political…
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By David Geller | December 7, 2018
The scene would have made Henry Ford proud.
It’s Friday, November 9, 2018.
In a massive warehouse on the southwest outskirts of Atlanta, an assembly line of eager JOYN staffers worked diligently to pack as many backpacks full of toiletries, scarves, wool socks and gloves as they could.
Their goal? Pack needed backpacks for homeless veterans in the greater Atlanta area.
For the second consecutive year, the JOYN family came together in support of the Backpack Project, a UGA student-run nonprofit that aims to…
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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,…
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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…
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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…
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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 than 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…
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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…
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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…
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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,…
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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…
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