Financial Tools and Resources
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JBA Wealth Management Group
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Trade Collective
Automated Trading Systems (or trading algorithms) were originally developed by hedge funds, for sophisticated investors (read as: "crazy rich.") Now, thanks to Collective2, automated trading is available to regular humans. If you have a computer, and a brokerage account, and a pulse, well then - you're in business.
Vanguard Investor Quiestionnaire
The Investor Questionnaire suggests an asset allocation based on information you enter about your investment objectives and experience, time horizon, risk tolerance, and financial situation. Your asset allocation is how your portfolio is divided among stocks, bonds, and short-term reserves. As your financial circumstances or goals change, it may be helpful to complete the questionnaire again and reallocate the investments in your portfolio.
Institutional Investor
Institutional Investor is a leading international business to business publisher, focused primarily on international finance. It publishes premium journalism, newsletters and research. It also runs conferences, seminars and training courses and is a provider of electronic business information through its capital market databases and emerging markets information service.
Institutional Investor
We are a leading provider of market infrastructure and tradable products, delivering cutting-edge trading, clearing and investment solutions to market participants around the world. We provide trading solutions and products in multiple assets classes, including equities, derivatives, digital assets and FX, across North America, Europe and Asia Pacific.