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JFG Blog

Friday, July 31, 2020

Intern Spotlight Part of any business is developing young talent and I took my first step into that arena last summer when I hired a local high school student as an intern. This year I approached Kyler Balliet (pronounced Bal-e-yet)...

Wednesday, July 15, 2020

Ken’s 2nd Quarter 2020 Recap I hope you all have weathered these crazy times as best you are able and that this update finds you as safe and as happy as your circumstances allow. So where to begin? I could do as I normally do and...

Wednesday, June 24, 2020

Investment Fees – the “quick” glossary Do you know what you’re paying on your investments? If you’ve ever looked into it closely, chances are it is so confusing to figure out that you gave up trying....

Friday, June 12, 2020

In it's purest state, the stock market is an efficient market of companies that are continuously being repriced accurately per the public information that is available on them. When new information becomes public knowledge the market...

Friday, June 5, 2020

The Baseball Trip This is te 4th in the “Get to know Ken” blog series. So for a few years post college, a group of friends would go up to NYC to catch a Mets game (I’m a big Mets fan) and possibly a Yankees game too....

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Friday, May 22, 2020

Have a small business? Think you’re too small for a company Retirement Plan? Take a closer look. When I ask small business owners about their company retirement plan, many times the response I get is that they don’t have...

Friday, May 8, 2020

Minor Athletic Achievements Not counting the Quarterly updates or the "Twins Report" this is the third in the "Get to know Ken" Blog series. I still play baseball. It's an "Over 30" league meaning you have to be 30 years old to play...

Tuesday, May 5, 2020

An often missed benefit of Social Security is it’s survivor benefits provision for folks with children. It may not get missed in the unfortunate event of a spouse passing away, but it is frequently missed when calculating how...

Friday, April 24, 2020

Quarterly(ish) update on the Twins! Lenny and Aggie are doing great – blissfully unaware of the craziness that has become the new normal around them. Lenny is crawling pretty well and nearly always on the move. She particularly...

Friday, April 17, 2020

Coronavirus, covid19, Cares Act, quarantining, isolating, furlough, layed off, unemployment, social distancing, bankruptcy, trillions, stimulus, Zoom. These are some of the hot words of our current time. As we think about these words...

Friday, April 10, 2020

Ken’s 1st Quarter 2020 Recap Going to take a break from the regular format except for the stock market numbers. Here they are: 1st Quarter Market Snapshot Index: Close 12/31/2019 Close 3/31/2020 1st Qtr 2020 +/- 2019 +/- Dow...

Friday, April 3, 2020

I intend to dive in to current events a little more in my quarterly update which will be posted next week, but in the interim, here is a topic that is near and dear to me, and something I intend to post about twice per year. The...

Friday, March 27, 2020

When things get ugly on Wall Street, the financial media seems to focus much a lot more on the VIX. So what is that anyways and what does it mean? The CBOE VIX (Chicago Board Options Exchange Volatility Index) measures the short term...

Friday, March 20, 2020

Happy Birthday to me? I don’t feel much like celebrating Things got weird quick, didn’t they? So I intended to write a brief update for today and tie it in somehow to my 39th completed revolution of the sun, but really,...

Friday, March 13, 2020

The markets have had a sharp downturn since their peak around a month ago. There is a continual inflow of new articles talking about the coronavirus, oil price wars, and the election. Articles are telling you to sell, buy, buy some now...

Friday, March 6, 2020

A history of The Tuxes Ok so time for another "get to know Ken blog post". I have fun writing these I hope you enjoy the read :) If you happen to be in State College, PA this Saturday, you may catch a glimpse of two fine gentlemen...

Tuesday, March 3, 2020

Resources for Senior Caregiving A few months ago, I wrote about how I became the caregiver for my elderly mother-in-law, seemingly overnight, after she broke her upper arm (see my previous blog here). I jumped into the task and learned...

Friday, February 21, 2020

Traditional IRA and Roth IRA's are great ways to save for retirement in a tax deferred or tax advantaged manner. However, not many know that these preferential tax vehicles were designed with income limits in order to limit those who...

Friday, February 7, 2020

I'm an English (European) Soccer Nut Another in the "get to know Ken" blog series. It all started in 2010. I had slept over at a buddies house rather than drive home the night before (Ah the late 20's) and when we got moving in the...

Friday, January 31, 2020

What’s an ETF and why do some folks swear by them? This is the overdue part two to a piece on some terminology and investment strategy. Part one was titled “The Dow was up today. That’s great, but what exactly does...

Friday, January 24, 2020

Quarterly(ish) update on the Twins! One of my work related resolutions was to keep the JFG blog a little lighter and include some more fun updates this year. The purpose of these types of posts is really for you to get to know me a...

Friday, January 17, 2020

As 2019 turned into 2020, US citizens were hit with a pretty important piece of legislation that is providing another opportunity for advisors to step up to the plate and advise their clients. Not all financial advisors are created...

Friday, January 10, 2020

Ken’s 4th Quarter 2019 Recap Seems like a good time to look back, and forward! Hi all, and welcome to the 2020’s. We can’t call it the “Roaring 20’s” again, can we? Will the 2020’s be...

Friday, November 1, 2019

Note – this is part one of a two part “lesson” on some basic terminology and investment strategy. Part two will post in a couple weeks. This post may be a little drier than normal but I’m trying out some...

Friday, October 18, 2019

Did you know?: 1. 77% of people want to make sure their family is not burdened by tough decisions about their potential health care needs 2. 85% feel it is very important to make sure their wishes for medical care are followed HOWEVER....

Friday, October 4, 2019

Ken’s 3rd Quarter 2019 Recap Note this is the last blog post that will be emailed out - if you would like to continue to read them, find me on Facebook, LinkedIn or check this blog within the first two weeks of each new quarter....

Saturday, September 21, 2019

Hi everyone! This is Claudia. I know Ken has mentioned me in a few of his blogs, but I want to introduce myself as well. I’ve worked for Ken as his assistant since 2014, but we’ve known each other much longer, since we used...

Friday, September 13, 2019

Back in August, Kerri and I decided take our 3 week old daughter, Chloe, to go see an Orioles vs Yankees game at Camden Yards. Obviously the main attraction at the game was the talented Orioles team, who remains at the bottom of the...

Thursday, August 22, 2019

There are several life milestones that can qualify as "the talk", but this one may just be the most important of all. Today I'm talking about a family meeting where aging family members sit down with their loved ones and discuss their...

Friday, August 16, 2019

It's the annual gift that generally is bigger than you want to give... TAXES! Do you: -dread the amount of taxes you'll pay next year -hesitate to invest because of tax burdens it could cause -max out your 401(k), Roth IRA, and/or...

Saturday, July 27, 2019

Investing in a Roth IRA... What does that really mean?

Monday, July 15, 2019

Welcome one and all! Our new blog will feature posts every 2 weeks from one of us here at Jones Financial Group. We’ll keep it fresh with topics new and old – after all, some of those old adages still hold true! Mostly...

Monday, July 15, 2019

Ken’s 2nd Quarter 2019 Recap I’m purposely burying the lead for this quarter’s update as there are a couple important items to review before the BIG news on the personal side – take a look: Blog As you may have...