Jon W. Ulin, CFP®, CEO @JonUlin
#CEO Ulin & Co. Wealth Management- #CFP #Southflorida #boca Advisory services offered through NewEdge Advisors, a registered investment advisor ulinwealth.com BocaRaton Joined December 2011-
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America’s Economy Is No. 1. That Means Trouble. Solid growth, big deficits and a strong dollar stir memories of past crises If you want a single # to capture America’s economic stature, here it is: This year, the U.S. will account for 26.3% of the gdp wsj.com/economy/global…
Decentralized Finance May Transform How Money is Managed. deloitte.wsj.com/riskandcomplia…
Giant investment companies are taking over the financial system, with funds rivaling the economies of many large countries. wsj.com/finance/invest…
We thank you for continuing the ride with us as we help to navigate your own journey, goals, & aspirations as your “personal #CFO” and guide. ulinwealth.com
We’ve come a long way from our .com bubble start- along with our most important valued asset – our clients - now mostly multigenerational families/retirees, FF high #tech execs/ employees and businesses/ startups.
PSA: I am excited to announce the next chapter with our firm Ulin & Co. , now in our 22nd year has begun this week- by partnering with New Edge advisors, a Barron’s Top 100 RIA Firm and Forbes’ America’s Top RIA Firm. music.youtube.com/watch?v=gA2I9N…
No surprise Iran warning USA to stay away- Even though we are already involved. —-Should USA take more/direct action? yes or no
No surprise Iran warning USA to stay away- Even though we are already involved. —-Should USA take more/direct action? yes or no
We’ll discuss #war to wall street more in next weekend’s newsletter with a shout out to one of my favorite movies #wardogs and the price of war. en.globes.co.il/en/article-sto…
Posting this on social media to send up a flare to our clients to know we’re here for them and not make any quick short term, emotional changes based upon headline
Stock market reacts calmly to Iranian attack. I’m sure we’ll get a slew of phone calls tomorrow on #israeliran war. Not expecting major market reaction bit typical #AI quants increased volatility. s.
How a Pioneering Blackjack Master Beats the Odds of Aging -Legendary gambler and hedge fund manager Edward Thorp, 91, shares what he’s learned about exercise, diet and managing risk in all areas of life. bloomberg.com/news/features/…
Covid changed how we spend: More YOLO splurging but less saving. Doom spending. Soft saving. YOLOing. Whatever you call it, it’s clear covid has changed the way Americans think about spending. washingtonpost.com/business/2024/…
The Stock Market’s Magnificent Seven Is Now the Fab Four. It is a bullish signal that the market is rallying without the likes of Apple and Tesla, some investors say wsj.com/finance/stocks…
Consumer sentiment climbs 2.5yr high as inflation eases. Confidence inflation will ease and reduce the financial strain. Investors cheering, but will take another year or two- to see actual prices/ retail/mortgages/ home goods, etc decrease. marketwatch.com/story/consumer…
Magazine cover indicators: Do Magazine Covers Contain Market Signals? ritholtz.com/2024/03/do-mag…
Frothy U.S. Stock Market Just Isn’t Crazy Enough to Be a Bubble - Artificial intelligence and other areas are inflated for sure, but to this eye speculative mania isn’t evident wsj.com/finance/invest…
More on this in our #StPatricksDay newsletter on Greed and Fear- and #luck
I am sure there is other advice you may give your 'younger' self that may be about more than $$$$$$$
Ryan Detrick, CMT @RyanDetrick
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Ryan Detrick, CMT @RyanDetrick
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Squawk Box @SquawkCNBC
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Bloomberg Markets @markets
1.7M Followers 230 Following Breaking news and analysis on global financial markets Sign up for newsletters: https://t.co/3zp754sbuD Catch up on Markets Wrap: https://t.co/PF0mrEttGc
Pete Najarian @petenajarian
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WealthManagement.com @wealth_mgmt
58K Followers 3K Following https://t.co/axJ523fsPZ is the digital resource of all things wealth management for financial advisors and estate planning professionals.
InvestmentNews @investmentnews
87K Followers 1K Following InvestmentNews is the leading source of news, analysis and information essential to the financial advisory community.
John Waggoner @JohnWaggoner
13K Followers 6K Following Personal finance writer. Friend of the American people. . Opinions strictly my own.
(((The Daily Shot))) @SoberLook
149K Followers 273 Following The Daily Shot is a graphical, no-hype global financial and economic newsletter (see sample: https://t.co/HjT4hq9I8N).
Barry Ritholtz @Ritholtz
220K Followers 3K Following Welcome to the Dopamine factory! Chair/CIO of RWM https://t.co/St006fc1z6 Masters-in-Business podcast/radio host Director of Twitter Cognitive Dissonance
Jay Coulter, CFP® & .. @sjaycoulter
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Finance News @ftfinancenews
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Marriott Bonvoy @MarriottBonvoy
222K Followers 58 Following A travel program with extraordinary hotel brands and endless experiences. Tweet @MBonvoyAssist for service 24/7. Where can we take you?
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The420Hotels @The420H
60 Followers 264 Following The 420 Hotels is on track to become America's first legally licensed cannabis friendly hotel chain. Join us on our journey. https://t.co/Yr4OlaML1Y
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1.3M Followers 3K Following Where weather comes to life - your ultimate source for breaking stories, expert insights, and natural wonders. Email [email protected] for support.
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Stay Balanced Through the Ai Bull Market Valuations. ulinwealth.com/ai-bull-market/
S&P 500 Passes 5000 – Headlines vs Reality (Ulin) - Despite the S&P 500 index firmly ringing the bell at 5000 while hitting a new all-time high fueled by cooling inflation and a resilient economy, the media is already out, questioning the run. ulinwealth.com/sp-500-passes-…
Mr. Bond is Back! TARA vs TINA - TARA making a comeback against TINA may sound like top contestants competing on #AGT more so than an analysis of the application of Wall Street acronyms #jamesbond ulinwealth.com/tara-vs-tina/
Investor results: portfolio design 40%, investor behavior, 60%
As Fed raises rates by a quarter point, here’s where financial advisers are telling their clients to invest — and store — their money (Ulin with @AndrewKeshner #marketwatch #southflorida #CFPpro #inflation #fedratehikes #investing marketwatch.com/story/as-fed-r…
How Model Portfolios Work in the Real World: Advisors' Advice (Ulin with @dinahwbrin #ThinkAdvisor) #southflorida #boca #wealthmanagement #retirement #CFPpro #assetmanagement #charlesschwab #Fidelity #Pershing thinkadvisor.com/2023/02/01/how…
Long Term Odds are in Your Favor When Globally Diversified. #vegas to #stocks & #crypto #southflorida ulinwealth.com/globally-diver…
#Crypto #FTX #sbf Contagion to #Tech Transformations #southfloridA ulinwealth.com/crypto-ftx-con…
$2 billion #PowerballJackpot-3 Smartest Moves to Make First- w/ @MikeWintrs -With Uncle Sam as the largest benefactor, you’ll want to know exactly how much money you’ll have left over before you plan on spending the money. #southflorida #CFppro cnbc.com/2022/11/09/2-b…
When #retirement is a month away, here’s what you need to do. Before you head out the door, get your financial and nonfinancial plans in order #marketwatch with @malito_ali #southflorida #CFppro marketwatch.com/story/when-ret…
congrats #ELONMUSK. Same thing could happen with Mr. Meta one day if not ending up in the myspace trashbin over the next decade. Nothing is permanent.
Dead #Cat Bounce May Not Emerge from Earnings (ULIN) Stay grounded by being familiar with trends that drive markets in the long run like #earnings, rather than the speculation & ominous opinions that occupy the media & #spooky headlines #southflorida ulinwealth.com/dead-cat-bounc…
8 #Hurricane Prep Tips: Not having access to food, power & internet for many days can wreak havoc on your life. #Hurricaneian #southflorida #wpec #wbpt #wflx #wpbf @FOX29WFLX @WPTV @WPBF25News @CBS12 @WPBT2 @WPLGLocal10 @Wtvj @wsvn ulinwealth.com/top-8-financia…
The Bear Market Red Zone (ULIN) Investing like #football may be a game of inches and yards and can be an emotional process. #southflorida #boca #CFPpro #planyourbestlife #gainawealthofinsight ulinwealth.com/the-bear-marke…
Build Your Ark Before a Great #Recession Arrives #southflorida #cfppro ulinwealth.com/build-your-ark…
Stocks Are on the Brink of a #bearmarket. What Should Investors Do? #money- Interview with @mitra_mallika. Investing is the long game past today's headlines #southflorida #bocaraton #CFPpro #investing #wealthmanagement #bullmarket #bearmarket #inflation money.com/stocks-bear-ma…
Diversify in May and Stay (ULIN) The month of May is notable for #CincodeMayo, National #TeachersDay & #MothersDay. Should you #sellinmay? Will the Fed derail the bullmarket? Check out our post. #southflorida #bocaraton #CRPprpo #planyourbestlife ulinwealth.com/diversify-in-m…
Be Mindful of #Cash & Portfolio #Ingredients as #Inflation Soars #southflorida #bocaraton #cfppro #planyourbestlife ulinwealth.com/cash-investing…
Inverted Yield Curves, #Rolexes, Underwear, Ties & other Unusual #EconomicIndicators. #interestrates #inflation #investing #retirement #southflorida #bocaraton #CRPpro ulinwealth.com/inverted-yield…
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