Wealth of Knowledge - Blogs by Jason Blumstein, CFA®, CEO & Founder of Julius Wealth Advisors, LLC
Wealth of Knowledge is a blog that focuses on long-term sustainable wealth management, investments, and human behavior.
Blogs are written focusing on Julius Wealth Advisors core services of Investment Management, Financial Planning, and Behavioral Coaching.
Well, the New Year is upon us again. Last year at this time, I wrote about the importance to Just Start on your sustainable wealth creation journey. After an outsized down year across most financial assets in 2022, this has...Read More
If you went up to a child and asked them whether they wanted to be wealthy, I’m confident that they answer that they want to be rich. My guess is that would say this for two reasons: They might not understand the difference...Read More
Worried about the current bear market and a potential recession? Let's put this into the proper perspective. Learn to be R.E.A.L. by obtaining knowledge for long-term investors, HENWYs (High Earners Not Wealthy Yet), and savers alike!Read More
Of all the questions I get asked about investing, one of the most common that I get asked - especially from young investors - is “when should I start?” This is a great question because how you start something matters.Read More
No matter where you get your news, I think we can all agree that the tone has been overwhelmingly negative of late. This is upsetting because a lot of people just go by the headlines which are raising a lot of alarm bells about...Read More
If you turned on your TV, opened a newspaper, or checked your phone at any point in the last month, it's very likely you saw the word inflation. Amongst all the pressing issues currently being discussed, inflation is always high on...Read More
As a society, we often do everything we can to avoid uncertainty. Whether it’s checking the weather before we leave the house or getting insurance to protect us from unfortunate events, we do what we can to avoid uncertainty....Read More
Newton's 3rd Law states that every action has an equal and opposite reaction. Well, we saw this take place with the recent Tyreek Hill trade to the Miami Dolphins. This law applies at work, in sports, and of course, to your finances...Read More
With the news this past Friday that the US Inflation rate hit a 39-year high of 6.8% in November, we should talk about inflation. It’s a word that you’ll hear on the news or read online almost daily when the subject of...Read More