JSK Financial Services

From us to you

JSK's expansion: We now have an Investment Advisor in Asheville NC

Written by: JSK Financial

 

We are proud to announce that JSK Financial has expanded! We are now offering financial services in Asheville NC with Samantha Winogrond as our newest Advisor. Samantha is a CPA and has been providing tax advice supporting our clients in the MD office and nationwide. With the firm and her registration as an Investment Advisor in Asheville NC official, we are very excited to be able to work with clients in NC!

The Cost of Long Term Care Insurance

Written by: Jim Kantowski, CFP®, CPA

 

Buying insurance is not a fun way to spend your money and no one enjoys making this purchase. It is often sold for the wrong reasons by “financial advisors” that are looking to make a sale. For these reasons, you should be cautious when taking advice.

Wrapping up Tax Season & Q1 Market Review

Written by: Jim Kantowski, CFP®, CPA

 

As we wrap up tax season and Q1 comes to a close, we are reminded how important tax planning is to an overall financial plan.

Making the most effective retirement contributions, investing in tax efficient portfolios, distributing assets in a way that minimizes taxes, and taking advantage of current tax code can increase the overall return of your portfolio by minimizing the cost of tax.

We're happy to provide financial education to our community!

Written by: JSK Financial

Financial Planning, Giving Back

We had the honor of being a part of a Wealth Workshop last week where we spoke with other volunteers who shared their expertise. We touched on building and preserving wealth as well as tax efficiency when investing.

Annual & Quarterly Market Review Q4 2016

Written by: Jim Kantowski, CFP®, CPA

In 2016, the US market reached new highs and stocks in the majority of developed and emerging market countries delivered positive returns.

Download our Q4 Market Review

Happy 10th Anniversary Fish for a Cure!

Written by: Jim Kantowski, CFP®, CPA

Giving Back

 

 
 

It's been a couple weeks since Fish for a Cure's 10th anniversary tournament. We were proud to be a sponsor and participant in the charitable fishing tournament that supports the Geaton and JoAnn DeCesaris Cancer Institute at the Anne Arundel Medical Center. 

Virtual Financial Advisor - Can it work? (Hint: yes)

Written by: Jim Kantowski, CFP®, CPA

When you picture meeting with you financial advisor, what do you see? 

Quarterly Market Review Q3 2016

Written by: Jim Kantowski, CFP®, CPA

In the third quarter the market mostly recovered from the Brexit news and the new concern on investors minds' seems to be the upcoming vote. 

Download our Q3 Market Review

Fish for a cure kicks off 2016!

Written by: JSK Financial

Giving Back

On September 7, Fish for a Cure kicked off their 10th Anniversary at Anne Arundel medical Center with friends, captains, and many new faces.

Second Quarter Market Review

Written by: Jim Kantowski, CFP®, CPA

candid-13.jpg

During the second quarter, financial markets were mostly positive until the Brexit news increased market volatility. This event and the upcoming election make many investors uneasy, but we maintain the belief that having a financial plan in place and a disciplined, well diversified portfolio is still the best way to proceed during market turbulence. 

Recent Posts

Subscribe to Blog

10 Steps to a Better Investment Experience