Episode 12 of the J&J Show is live! 🎙️

Josh and Joe revisit the latest comings and goings of the firm, share a status update on the new DC office building, introduce some new faces joining the team, and discuss upcoming changes being made to the model portfolio.

Big things are happening, tune in now for all the updates and what’s ahead. 📈

#JJShow #YTSWealthManagement #WealthManagement

Disclosures

Content in this material is for general information only and not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invest into directly.

Investing involves risk including loss of principal. No strategy assures success or protects against loss.

Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.

Is bigger actually better in today’s market?

In this episode, hosts Joe Simon and Josh Yoskosky sit down with Michael Mack, Client Portfolio Manager at VictoryShares, to break down what’s working right now, and why smaller, more focused strategies may have the edge.

Disclosures

Content in this material is for general information only and not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invest into directly.

Investing involves risk including loss of principal. No strategy assures success or protects against loss.

Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.

In this episode, we welcome Bob Stein, Deputy Chief Economist at First Trust Advisors, to discuss the outlook for economic growth, why inflation is something investors should always keep an eye on, and how AI could shape the economy in the years ahead. We dive deeper into broader macro trends, market outlook, and the long-term forces influencing the economy.

Disclosures

Content in this material is for general information only and not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invest into directly.

Investing involves risk including loss of principal. No strategy assures success or protects against loss.

Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.

A new year means new goals, and a lot of preparation behind the scenes.

In Episode 9 of The J&J Show, Josh and Joe walk through how they prepare for the new year, from financial management planning to handling key administrative items at the Arlington office.

They also discuss kicking off a new round of client scheduling and why organization and consistency are critical to starting the year strong.

Whether you’re a business owner or just curious what goes into running an efficient financial office, this episode gives a real look at the systems that set the tone for success.

▶️ Watch now and get ready for the year ahead.

Disclosures

Content in this material is for general information only and not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invest into directly.

Investing involves risk including loss of principal. No strategy assures success or protects against loss.

Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.

Join Joshua R. Yoskosky and Joseph Simon, CIMA® as they break down tax loss harvesting, what it is, why it matters, and how it can benefit investors.

Tune in now! 📈🔥

Disclosures

Content in this material is for general information only and not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invest into directly.

Investing involves risk including loss of principal. No strategy assures success or protects against loss.

Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.

Episode 7 Plus | What Advisors Are Seeing as Q4 Unfolds Part II

Episode 7 Plus is here! In this follow-up to “What Advisors Focus on Going Into Q4,” Josh and Joe dive deeper into how advisors are adapting as the quarter unfolds.

🎙️ Tune in for fresh insights, real-world stories, and a look ahead at what’s next for the rest of the year.

👉Watch now and don’t forget to subscribe for more episodes of The J&J Show.

#JJShow #Podcast #Finance #WealthManagement #Q4Trends

Disclosures

Content in this material is for general information only and not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invest into directly.

Investing involves risk including loss of principal. No strategy assures success or protects against loss.

Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.

Episode 7 of the J&J Show is here! 📊

Josh and Joe dive into the key things financial advisors think about as we head into the fourth quarter of the year. From year-end planning to client strategies, they break down what’s on their minds to finish strong.

👉 Tune in and get an inside look at an advisor’s perspective going into Q4!

Disclosures

Content in this material is for general information only and not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invest into directly.

Investing involves risk including loss of principal. No strategy assures success or protects against loss.

Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.

Josh and Joe are back answering your most asked questions about life as a financial advisor. From “Who’s your broker dealer?” to the rise of AI in finance (and a few curveballs in between). This episode packs in insight, laughs, and great discussions. 💼🤖

Disclosures

Content in this material is for general information only and not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invest into directly.

Investing involves risk including loss of principal. No strategy assures success or protects against loss.

Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.