Client Resoures

Spending Your Tax Return With Financial Advisor Jud Gee

In his 12th appearance on WBTV, Jud Gee discussed different ways viewers can spend their tax returns. As Jud’s Grandma Gee used to say, when you get a windfall, such as a tax refund, “Spend a little, Invest a little, and Give a little back.” Click on the video image...

Managing Money After Leaving A Company

In his 10th appearance on WBTV’s Weekend Morning Show, Judson Gee of JHG Financial Advisors discussed the new Department of Labor fiduciary rules and how it pertains to choice and cost for investors. As the saying goes, “Many times certainty and predictability come...

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