Jon W. Ulin, CFP®, CEO

All Photos Twitter.com
Are we heading into a recession? According to quite a few observers, this is almost no longer a question, but rather seems to be a fait accompli. The short answer is 'no' - and goes along with our own weekly blog charts and outlook. ritholtz.com/2022/06/recess…
#Inflation, no longer transitory, puts advisers in scramble mode -#investmentnews @BenjiWriter. Inflation can take a bite both out of your wallet and your portfolio if not planned out properly #southflorida #CFPpro bit.ly/3MfinfE
May 9th, #Terra -network of interlocking digital tokens, collapsed to dust with over $60 billion. Why this matters for #crypto institutionalinvestor.com/article/b1y8vd…
How to Make Rational Investing Choices During Stressful Times Ulin interview /#MoneyGeek. Consider these points before taking short term action with your dough. #southflorida #CFPpro #retirement #bocaraton moneygeek.com/investing/mark…
Point being- if you are making short term moves/losing sleep based on headlines good, bad or ugly- you either may (1) not be a long term investor or (2) should seek professional help regarding your wealth plan. Have questions? [email protected] #southflorida #CFPpro
Brian Moynihan, the chairman and chief executive of Bank of America BAC was quoted as saying - like bear markets- “You’ve got hurricanes that come every year.” marketwatch.com/story/brian-mo…
If you read our Ulin weekly newsletters that are drilling down that leading economic indicators are fired up - you may be buying more stocks and bonds and not going to cash and derailing your investment goals and retirement. marketwatch.com/story/u-s-job-…
U.S. Positioned to Withstand Economic Shock From Ukraine Crisis- Effects could push inflation higher from already elevated levels, but economic expansion appears to be on solid ground wsj.com/articles/u-s-p…
As Long as Paychecks Keep Coming, Spending Can Hold up. Despite weak overall sentiment, consumers don’t appear worried about their job prospects. Jobs galore- people spending $$$$- good sign for the economy. wsj.com/articles/as-lo…
#SPACS More like special purpose bankruptcy co's. Point being from past posts on NTFS, crypto and drug companies advertising like vegas- caveat emptor.
Over 25 #SPACs Are Warning They May Go Bust from scooter rentals to air taxis. Good point that a year back the WSJ headline on this was pretty sexy headline and images noting 'The Celebrities From Serena Williams to A-Rod Fueling the SPAC Boom' wsj.com/articles/spacs…
Dead Cat Bounce? Good bits on the downs and ups of the markets, Fed, consumers and whether it hits 20 or not matters less. marketwatch.com/story/why-the-…
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…
Retweeted by Jon W. Ulin, CFP®, CEO
They spent a fortune on pictures of apes and cats. Do they regret it? The market for digital collectibles is in flux, leading investors to consider what the artwork is really worth and unloading at fire sale prices. #NFTs washingtonpost.com/technology/202…
Stocks rise after inflation data; Dow aims to end longest weekly losing streak since 1932 marketwatch.com/story/u-s-stoc…
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…
If todays gains makes you happy or last weeks market makes you sad, you are not a long term investor. But still good to see some green: Dow ends higher for 5th day, scoring longest win streak in 2 months as consumer and tech sectors recover marketwatch.com/story/u-s-stoc…
No crash for the bling crowd: Luxury Goods Booming from handbags to jewelry (Bloomberg) The rich are getting richer, and it’s a boon for the luxury industry, according to Valentino Chairman Rachid Mohamed Rachid. bloomberg.com/news/articles/…
A major shift in the economic narrative could be underway. Signs emerge that inventories are correcting and labor shortages are easing. According to a Census Bureau report published Tuesday, business inventories grew 2.0% in March from the prior month tker.co/p/inventories-…
Retail investors have higher level of stocks, Vix lower levels and other indicators may indicate that even if we get a nice few point dip below 20%- the undercurrents of fear are not 2000 or 2008.Will discuss more in our Friday weekend newsletter. wsj.com/articles/stock…
Harold who pioneered the cash bucket strategy in 1985 interviewed at his #southflorida abode in the Keys. Summary- keep your cash low and buy stocks when the market is crummy- and don't be overly conservative. barrons.com/articles/cash-…
Bonds Stabilize with cash flowing in. We called a 3.2 to 3.5 10 Year in January - not even get to that high mark. Make it a good day. wsj.com/articles/bonds…
Threat of #recession takes center stage: Advisors scramble to keep clients on track as markets drive lower, #inflation climbs & an economic slowdown seems unavoidable. #Investmentnews /Ulin/with @BenjiWriter #southflorida #CFPpro #investmentmanagement investmentnews.com/threat-of-rece…
If your portfolio is down nowhere near the tech bloodbath (30%-70%) YTD and don't "feel good" watching the news- You may first need to check your brain and your investment process. And watch less news.
If you are investing based on headline GOODNEWS or BADNEWS you are not a long term investor. Have questions? hit me up at [email protected] marketwatch.com/story/the-stoc…
When clients send you pics of bears When there is maximum fear When there is high VIX When headlines note the end is near When S&P down for record # of weeks --Is when you should continue buying and managing your strategy. wsj.com/articles/reces…
Dot-Com Tech Crash PTSD While the Fed Fights Inflation: (ULIN) #DotCom Bubble Vs Today (NASDAQ/ #crypto) +Don't Fight the Fed Fighting #Inflation +You can have a #bearmarket crash without recession +How to invest #southflorida #CFPpro ulinwealth.com/dot-com-tech-c…
Ronald Regan? The Actor? Markets haven’t acted like this since 1981 — and here’s how that played out marketwatch.com/story/markets-…
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…
Most headlines are stating the end is near. Or is it a buying opp?
Investors need clarity on rates, recession chances and risks to markets. Solid interview with Phil Camporeale, #JPMorgan who will be the key note speaker for our Ulin & Co. Wealth Management June 16th private Client-Ed Dinner in #Bocaraton #southflorida cnbc.com/video/2022/05/…
Recession Fears Are Overblown -there is a “feedback loop” between negative headlines and negative sentiment. Sounds a bit like our newsletter content. Don't forget the maxim- He who lives by the crystal ball soon learns to eat ground glass. thinkadvisor.com/2022/05/18/bla…
Warren Buffett, Jack Bogle and financial planners agree: When stocks are down, ‘don’t watch the market closely’ (and perhaps maintain your sanity) cnbc.com/2022/05/17/wha…
40% of investors who pulled money out of markets in the last yr regret it as different events spook investors. This time is always different- based on the market headwinds- but this time is NEVER different when it comes to human behavior and panic cnbc.com/2022/05/16/nea…
Are you partying like its 1999? As your week kicks in- consider if we are in a #dotcom #tech or #crypto #bitcoin bubble fiasco? Former not likely unless you are investing in a sock puppet if you recall that. vox.com/recode/2306911…
4 Biggest Investor Adversaries on Wall Street (ULIN) Investing in the market may feel like you are watching or participating in a sports event, except you can’t see the opponents on the field. Check out our 4 top Adversaries blog. #southflorida #CFPpo ulinwealth.com/4-investor-adv…
Damon's #crypto commercial viewed +28M times. Just amazing that celebs are pitching risky investments to retail investors like a soft drink commercial - and could influence someone with little knowledge or experience to take action. marketwatch.com/story/heres-ho…
99% of Americans don’t use a financial advisor. Those surveyed said they are DIY or have a spouse, parent, coworker, or someone other than a professional handle it. This is like getting money advice from a waiter cnbc.com/2019/11/11/99p….
If the AAII Investor Sentiment Survey headlines noted that "50% of investors are bullish or neutral" vs "50% of investors are bearish" - you would feel less stressed? Keep dusting off your crystal ball and diversify. #southflorida #bocraton #CFPpro marketwatch.com/story/stocks-g…
477 Government Workers are on the street to track #INFLATION. These workers spend their days tracking down costs for individual goods and services and may be walking into a local jeweler or autobody shop near you to get the scoop. wsj.com/articles/infla…
Don't forget why you own Bonds. They aren’t meant to make you rich; they keep you from becoming poor while paying you some income along the way. wsj.com/articles/its-t…
#Techs Epic 2-Year Run Sputters. Investors are divided about whether tech companies are set for a deep retrenchment or if growth is simply slowing from pandemic highs. wsj.com/articles/the-t…
#Federalreserve raised #interestrates - what to do with your retirement portfolio. Enjoyed contribution w/ @malito_ali via #marketwatch. With rising market volatility, #inflation & now interest rates- good points discussed.#southflorida #CFPpro #bocaraton marketwatch.com/story/the-fed-…
Consumers Are Shopping, Traveling and Working Out Like It’s 2019 in massive numbers tracked from rock concerts to restaurants and airports. People have returned to their old habits in many ways like the pandemic never happened. #southflorida #boca wsj.com/articles/ameri…
Powell raised short term rates by half a point. The DJIA and S&P 500 are in the green. Neither shocking. Have a good day. marketwatch.com/story/fed-lift…
Enjoyed contribution for #investmentnews with @BenjiWriter covering the #sellinmay maxim for investors after a less than stellar Q1. Whether your brain is wired as a bull or bear- good talking points for all. #southflorida #bocaraton #CFPpro #retirement investmentnews.com/advisers-warni…
7 financial planners explain how to invest your money during high inflation (Fortune/ Ulin) #southflorida #bocaraton fortune.com/2022/01/14/fin…
What to do with your dough? Making Your Cash Work Harder as Interest Rates Rise. Not bad to flip 10K to the USG - or simply diversify your bonds via shorter term/ floating instruments as part of your recipe. #southflorida #Bocaraton #CFPpro wsj.com/articles/makin…
10-Year Treasury Yield doubles & Hits 3% for First Time Since '18. Been waiting for this milestone for months. Stronger dollar & higher 10 Yr fights inflation. More on our next newsletter. Per Mr. V- #MayTheFourthBeWithYou #southflorida #CFPpro wsj.com/articles/10-ye…
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…
Twiends™ uses the Twitter™ API, displays it's logo & trademarks, and is not endorsed or certified by them. These items remain the property of Twitter. We do not sell followers, we only provide display advertising. Bots & fake accounts are not permitted on twiends. © 2009
Grow Your Twitter Free
Want To Grow Your Twitter?
We help other people find and follow you on Twitter.
Key Info:
Started in 2009
Over 6 million signups
Country targeting provided
We never auto tweet to your timeline
We never auto follow others
We actively moderate our community
Please Share
Please upgrade your browser  chrome