Episode 8 | Tax Loss Harvesting Explained

Episode 12 | DC Office Updates, Upcoming Portfolio Changes, & New Team Members

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.

Episode 11 | MICHAEL MACK | How Small, Focused Strategies Are Beating the Market

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.

Episode 10 | BOB STEIN | AI, Inflation & the Economy: Insights from First Trust’s Bob Stein

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.

Episode 9 | Getting Ready for the New Year: Financial Planning, Scheduling & Office Operations

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.

Episode 8 | Tax Loss Harvesting Explained

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.