Financial News

November 29, 2019

Their Child Has Special Needs. Here’s How They’re Planning for a Lifetime of Assistance

Linda Smyth has spent more than 20 years fighting her way through a complicated maze of paperwork, assessments, and denials in the attempt to secure... more

October 9, 2019

Northport HS Seniors Prepare for Trade Show

Northport High School seniors are gearing up for the Academy of Finance and Academy of Information Technology Employer Recognition Trade Show. JJ Burns, an investment... more

September 23, 2019

5 Ways for Financial Advisors to Step Up Their Game on Social Media

If not letting your business get stale is your goal, then using social media to market your services may be the answer. Social media for... more

April 21, 2018

Worried About an Inverted Yield Curve? Diversify Your Income Sources

Some fixed-income experts are starting to fret about an inverted yield curve. But that's not necessarily something Steven Mula, the chief investment officer of JJ Burns... more

April 5, 2018

Best Places to Retire: Technology, Comfort of Care, Ease of Access Drive Decisions

An important part of retirement planning is deciding the best places to retire. It might mean moving to another home in the town you live... more

October 23, 2017

A Potpourri of Income Investing Ideas

With interest rates still low, and expected to be so for longer, investors need to be creative to earn decent yield levels, said Steven Mula, the... more

July 11, 2016

JJ Burns & Company Acquires Emmes Wealth Management

Nationally recognized wealth management expert JJ Burns announced this week that the company he founded has acquired Syosset-based Emmes Wealth Management. Emmes founder and CEO, Barry Goldberg,... more

July 8, 2016

Seriously, Sometimes It Pays to Skip Taking an Inheritance

One of the best ways to use an inheritance may be to not inherit at all. It sounds counterintuitive to give up wealth, yet experts... more

March 31, 2016

5 Foolish Mistakes Investors Should Always Avoid

Committing one of these investing sins is more than embarrassing—it could cost you dearly. A shortsighted decision with your 401(k), IRA or stock portfolio can have... more

December 25, 2015

$100,000 And Up Is Not Enough – Even The ‘Rich’ Live Paycheck To Paycheck

Marguerita Cheng, a certified financial planner and CEO of Blue Ocean Global Wealth, has a client in the Washington, DC area who makes $450,000 to... more