JJ Burns & Company

11/02/2026

What happens when you build a business around people, relationships, and a belief that financial advice should be about more than investments?

You build something meaningful.

We’re proud to share that our founder, JJ Burns, CFP®, was recently featured by Charles Schwab in an article highlighting his journey to independence and the philosophy that has shaped JJ Burns & Company for nearly three decades.

From taking a leap of faith to start his own firm to building lasting relationships with families across generations, JJ has remained committed to one guiding principle: understanding people, their goals, and what matters most to them should always come first.

The article offers a closer look at the story behind our firm, the values that continue to guide our work, and why putting people at the center of financial advice makes all the difference.

We invite you to read the full feature and get to know a little more about the people and philosophy behind JJ Burns: https://www.aboutschwab.com/mss/story/what-happens-when-advice-starts-with-people

10/30/2026

Whether you're trick or treating, hosting a movie marathon, or dancing the night away, we wish you a spooky and safe Halloween! 🎃

10/30/2026

At our most recent investment meeting, our portfolio managers spent a good part of the session on a question that rarely makes the financial pages directly:

What happens to markets when a country’s streets turn restless?

You may be wondering whether protests an ocean away have anything to do with your money. Usually they don’t. But every so often, social unrest becomes the spark that forces markets to reprice risk, and France is giving us a live case study.

Don't miss our new market commentary exploring how unrest reaches a portfolio: https://jjburns.com/insights-research/market-commentary/from-protest-to-portfolio/

10/29/2026

A big mistake you can make when it comes to protecting yourself from scams is thinking you’re too smart to be duped by one.

In the last 2 years, 54% of Americans say at least one financial scam has been attempted against them – and 18% of them ended up losing money.

The profiles of victims who filed complaints to the National Consumers League ran the gamut from highly educated, high-income people, to the most vulnerable in our population. (The Harris Poll)

While there isn’t a foolproof solution to stay safe from all scams, there are strategies you can employ to help reduce your risk. Start with avoiding the behaviors on this list, when possible.

Do any of these habits feel familiar?

(Source: Nerdwallet)

10/29/2026

Our JJ Burns & Co. team is at the Schwab Impact 2026 conference in Boston this week! We love connecting with fellow financial professionals and exploring the ideas and innovations shaping the future of wealth management.

We’re glad to be part of the conversation and look forward to bringing new insights back to our work at JJBCO!

10/28/2026

Money and mental health have a cyclical, complex relationship, with a significant influence on how we think, how we act, and what we believe to be true about ourselves.

Is the grip of financial anxiety holding onto you tightly?

Living your best life does not include experiencing constant financial stress; so let's see what plan we can put together to help you breathe easier when it comes to your finances: https://bit.ly/chatwithjjburns

(Source: CNBC)

10/26/2026

People often think of estate planning as a set-it-and-forget-it process: You create the plan, sign the documents, and then stash everything away for “someday.”

But an estate plan really isn’t meant to be a one-and-done legal file sitting untouched in a lockbox.

Just like the rest of your financial plan, it should evolve as your life and wealth change.

An estate plan that made sense five or 10 years ago may no longer reflect your financial circumstances or intentions today.

Without an occasional review, even a well-designed plan can quietly fall out of step with your life.

Here’s how to make estate planning an ongoing part of your financial strategy: https://jjburns.com/blog/is-your-estate-plan-keeping-up-with-your-wealth/

10/23/2026

If you’re a parent hoping one day your child(ren) will manage your family wealth, you don’t want them feeling frustrated and unprepared when you need them to step up.

Building the money muscles for good stewardship can start early and grow as your child gets older.

Here’s a suggested map for smart financial habits at each stage of life, to help your kids feel more prepared to handle the inherited estate down the road:

Don't surprise adult kids with a complex estate plan. Prepare them to handle family wealth by teaching them smart financial habits from an early age.

10/20/2026

Is an inheritance protected from divorce?

If someone left something to you, it isn’t presumed that they left it to your spouse.

If the inheritance is considered separate property and isn't commingled with marital assets, it may remain solely yours.

However, if the inheritance was commingled with joint property, it may be subject to division in the event of a divorce or separation.

If you want to help ensure your money stays with you, consider this:

• Don’t add your spouse’s name to any accounts where you may store your inheritance.

• If your inheritance is a piece of property, like a home, keep it exclusively in your name.

• If you sell an inherited property and use it to purchase a newer home, you’ll also need to keep that home in your name.

• Have family members keep assets in trust for you; otherwise, you may owe half to your spouse upon divorce.

• Go to an attorney and draft a new will and create your own estate plan.

• Protect yourself with a pre-nuptial agreement before marriage, or a post-nup after.

Not sure if the money moves you need to make during divorce will keep your inheritance in your pocket? Your JJ Burns advisor has specialized experience to help navigate the financial matters of your divorce plan: https://bit.ly/jjdivorceplanning

(Source: Forbes)

10/19/2026

A large inheritance can be both a boon and a burden.

The money could be life-changing, but also impose a certain responsibility to use it wisely and not simply squander it.

If you inherit a large amount of money, take your time deciding what to do with it.

When you're ready to sit down with a trusted financial advisor to formulate an investing plan, have a chat with JJ Burns & Co: https://bit.ly/jjinvestments

(Source: Investopedia)