JBL Financial Blog

Q&A For Medicare Season

Erin Lapidus
Erin Lapidus Friday, November 09, 2018

Questions Answered by the Coach

Read More

A Primer on Dividends

Erin Lapidus
Erin Lapidus Tuesday, October 23, 2018

Dividend Dates. There are four important dates for dividends: 

Declaration Date: The company announces when it will pay a dividend and how much the dividend will be worth. Ex-Dividend Date: Shareholders of record before this...

Read More

Buying and Selling: Trading Basics

Erin Lapidus
Erin Lapidus Thursday, September 13, 2018

 

The New York Stock Exchange Group averaged more than 5.7 million trades per day in 2017, with an average of almost 1.5 billion shares changing hands. 1   Many of these trades are more complex than most investors need to...
Read More

Dividend Investing: Small Payments Can Boost Returns

Erin Lapidus
Erin Lapidus Sunday, August 05, 2018

 

Read More

Four Points to Consider When Setting a Retirement Income Goal

Erin Lapidus
Erin Lapidus Saturday, June 09, 2018

No matter what your age or stage of life, targeting a goal for monthly retirement income can seem like a daunting task. Following are four considerations to help you get started.

Read More

Planning For Capital Consumption Events

Erin Lapidus
Erin Lapidus Tuesday, January 23, 2018

 

Read More

Investment Strategy: How Is My Mix of Stocks, Bonds, And Cash?

Erin Lapidus
Erin Lapidus Thursday, January 04, 2018

 

 

Retirement, just like your career is a series of personal decisions.  It all depends on your personal math – the science behind retirement. 

Generally, what investors have learned over time is that the mix of your assets...

Read More