Jon W. Ulin, CFP®, CEO

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Investors ignore #Afghanistan, but geopolitical risk levels are on the rise. Article notes future 'America' Risks but there is much more on the table in the next few weeks to keep an eye on. #investing #wallstreet #CFPpro #SouthFlorida marketwatch.com/story/how-afgh…
Just read about State Street closing down their Manhattan offices.The Delta variant changed a number of return-to-office timelines. It’s also making bosses worry that the longer people stay at home, the more challenging it will be to bring them back. wsj.com/articles/remot…
#Restaurant Prices Are Skyrocketing. Here’s Why. Comprehensive viewpoints on the business of owning a restaurant from purchasing supplies to keeping the lights on.  grubstreet.com/2021/08/nyc-re…
People Now Spend More at Amazon Than at Walmart. Proof that the online future has arrived: The biggest e-commerce company outside China has unseated the biggest brick-and-mortar seller. Interesting notes on the history of brick and mortar thru today. nytimes.com/2021/08/17/tec…
Getting fancy with your life savings in a few "headline" stocks or crypto's with the intent on earning "10X" can work against you. There is a significant difference between speculating and investing. bloomberg.com/opinion/articl…
The Mystery of the Missing Workers, Explained: Millions of Boomers retiring because of pandemic, automation and tech taking jobs, opioid epidemic,, and the rising cost of child care all stand in the way of employers seeking to fill open slots bloomberg.com/news/features/…
The Mystery of the Missing Workers, Explained: Boomers retiring, opioid epidemic,, and the rising cost of child care all stand in the way of employers seeking to fill open slots. bloomberg.com/news/features/…
Think You Know Your #Bitcoin From #Dogecoin? Test Your #Crypto Knowledge with this quick clickable quiz! Everyone’s talking about digital currencies, meme coins and DeFi. But how much do you really know about them? bloomberg.com/features/crypt…
Inside-look video from an outdoor #furniture CEO's perspective on how the pandemic rebound has affected the supply chain from raw materials to design/production to shipping and why inflation/prices are elevated. #WSJ #retail #china wsj.com/video/upgradin…
How the Algorithms Running Your Life Are Biased - and influence in many of life’s decisions without you knowing. bloomberg.com/news/articles/…
#retail blowing up. Big picture: The surge in the spring gave the economy plenty of momentum heading into Q3 but the GDP is mostly a look in the rearview mirror. Its tells us where the economy has been, not where it’s going. marketwatch.com/story/the-u-s-…
Red Hot #RealEstate :Contrarian investors antennas are up with 48M search results on Google for “when is the housing market going to crash. Let’s address the elephant in the room. Are we due for a repeat of the 2008 housing bubble?#southflorida #CFPpro ulinwealth.com/red-hot-real-e…
Retweeted by Jon W. Ulin, CFP®, CEO
Holding my breath for Jerome Hayden Powell's Fed minutes be like
Bezos: Let's use #bitcoin Couch investor: logging in to buy more crypto ASAP. pinterest.com/pin/1270156519…
You've got to ask yourself one question: 'Do I feel lucky?” Go ahead, make my day, punk! marketwatch.com/story/stock-ma…
Work-From-Anywhere Perks Give #SiliconValley a New Edge in Talent War #HR #recruiting. #Startups in smaller markets feel pinch as coastal #tech giants poach their employees with great perks. A national competition’ for every hire is on fire. wsj.com/articles/work-…
The U.S. economy likely returned to its late 2019 size during the three months through June, helping to lift global output above its pre-pandemic level for the first time wsj.com/articles/u-s-s…
Brace Your Brain and Portfolio for Market Volatility. Check out our weekly blog on #wealthmanagement thru the #pandemic #southflorida #cfppro ulinwealth.com/brace-your-bra…
What investors should do next. What are you doing? Offense? Defense? Both? Cash? Bitcoin? Bigger mattress? Join our webinar at 4pm with David Lebovitz, JP Morgan for an overview of what may lie ahead. IM me for details. marketwatch.com/story/heres-wh…
Red Hot #RealEstate :Contrarian investors antennas are up with 48M search results on Google for “when is the housing market going to crash. Let’s address the elephant in the room. Are we due for a repeat of the 2008 housing bubble?#southflorida #CFPpro ulinwealth.com/red-hot-real-e…
Mall #realestate interestingly enough is thriving. The pandemic-induced renaissance of #malls: For the last decade or so, malls have been dying. Surprisingly, the pandemic may save them. #retail axios.com/pandemic-shopp…
Four Fund Themes That Investors Are Likely to Bet On Robotics, climate change and ‘smart’ devices are just some of the ideas for investing in trends sweeping the globe wsj.com/articles/four-…
Why Remote Work Might Not Revolutionize Where We Work npr.org/sections/money…
Big Brother is watching you - How the #Algorithms Running Your Life Are Biased - and influence in many of life’s decisions from #socialmedia to credit and even #hospitals - without you knowing.  bloomberg.com/news/articles/…
The Hot Alternative Investments to Watch in 2021 -#whiskey #wine #art and #music are just some ideas bloomberg.com/news/features/…
I just ordered my 35000 glasses.
Forget the latte effect on savings, now rich people are shooting for the moon lol. Then again you never know what the future private or public utility may be for the current space exploration tech
Has Covid-19 killed cash? And, if so, what might die with it? It’s interesting because back in the day (up till a couple decades ago) old schoolers paid for everything in cash, and refused to have debt to anyone perhaps beside a Mortgage wsj.com/articles/when-…
Dollar Tree changing name to Dollar Twenty Tree wsj.com/amp/articles/h…
Mid-Year Market Outlook - Top 5 Issues: The pandemic driven market crash and subsequent rebound is another wake up call of how catastrophic events seem to tie financial & non-financial events together with a reach affecting people across the planet ulinwealth.com/mid-year-marke…
#restaurant Dining Out, #Digitized - The history and art of menu design. If you have a #hospitality or #creative background you’ll appreciate this trip through history to today bloomberg.com/news/features/…
Ten Simple Money Rules for Investing Success: Bad decisions and poor behavior are the primary reasons why many fail to meet their financial goals. bloomberg.com/opinion/articl…
#ETF inflows on track to shatter 2020 record. Flows have been unprecedented, even against backdrop record 2020. Despite market valuations & inflation threats, advisers are keeping the pedal to the metal. @investmentnews @BenjiWriter #southflorida #CFPpro investmentnews.com/etf-inflows-on…
When a 59% Annual Return Just Isn’t Enough- Investors appear to be growing more and more optimistic about how their portfolios will perform in the years to come. Disappointment is bound to follow. wsj.com/articles/when-…
‘Inflation is the silent killer,’ as many retirees are feeling the sting. Or not? #CNBC Ulin, quote. #southflorida #CFPpro #boca #inflation #Fed #Retirement cnbc.com/2021/07/04/inf…
Wishing all our clients, friends and family a safe and happy #IndependenceDay. Honoring all those that have served to provide our freedom in the USA #southflorida #bocaraton #Planyourbestlife
50% of investing is in your head: The Mental Mistakes That Active Investors Make: Why is it that amateur investors still believe they can beat the market when all the evidence suggests they can’t? It has to do with how our minds work wsj.com/articles/the-m…
#IndependenceDay may also involve adding hurricane water/supplies to normal holiday shopping inventory. Apparently the first hurricane of the season is coming via #Disney #southflorida #HurricaneElsa #boca
Getting ready for #July4th weekend shopping allocations. #60/40 portfolio. May need to further break down by category lol. 50% #Food to BBQ 40% #Libations 10% #Desserts #southflorida #boca #CFPpro
Top 10 Strategies to Achieve Financial Independence: With the ongoing COVID19 pandemic, retiring over the next year may look a bit more of an uphill battle this year than for retirees of decades past. ulinwealth.com/top-10-strateg…
Don’t Underestimate the Power of #Luck When It Comes to Success in Business #harvard #moneyball  hbr-org.cdn.ampproject.org/c/s/hbr.org/am…
Post pandemic remote work demand vs supply: Many people don’t want to work unless it’s from home  vox.com/recode/2254340…
If you thought working from home was messy, here comes hybrid work wsj.com/articles/if-yo…
Meet the New #millennial #Snowbirds- Heading to #southflorida used to be for geezers. Now, a new generation of work-from-anywhere types is plotting their cold-weather escapes. gq.com/story/meet-the…
While not much is Taught at #college or at home -Influencers Are Luring Investors Flummoxed by #MemeStonks, #crypto and #Options bloomberg.com/news/articles/…
Don’t Underestimate the Power of #Luck When It Comes to Success in Business #harvard #moneyball hbr.org/2021/06/dont-u…
Why the Pandemic Turned #Miami Into the New Monaco- #Cryptocrats, fin-techpreneurs, and the latest titans of industry fled to this southern capital of sea, sun, and sin in the past year. Can it become a #tech utopia? #southflorida #Crypto townandcountrymag.com/society/money-…
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