Knowledge Center

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.

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.

Josh and Joe dive into the key things financial advisors think about as we head into the fourth quarter of the year. From year-end planning to client strategies, they break down what’s on their minds to finish strong.

Josh and Joe dive into the key things financial advisors think about as we head into the fourth quarter of the year. From year-end planning to client strategies, they break down what’s on their minds to finish strong.

In this episode, Joe and Josh tackle a commonly asked question: "what is a broker dealer?" They discuss the importance of knowing who the custodian of your assets is and offer insight into securities and how they custody your money. Gain important financial education in this informative discussion.

In this episode, financial managers Joe Simon & Josh Yoskosky break down the most common and important questions people ask their financial advisor.

In this episode of the J&J Show, we’re breaking down what it really means to be a fiduciary and why that’s just the starting point.

Welcome to Episode 2 of the J&J Show! This week, we're breaking down why personalized service is at the heart of everything we do at YTS Wealth Management and why it matters more than ever in today's financial world.

Join Josh Yoskosky and Joe Simon, wealth managers at YTS Wealth Management, as they pull back the curtain on the world of finance.