Back to top

Overview

Services

Advisor Services

  • Pension Consulting
    • -401k
  • Portfolio Management
    • -Individuals and/or Small Businesses

Funds

Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
Trunorth Capital Management, LLC 6 years, 7 months Dec 2012 - Present
Globefunder Ventures, Inc. 5 years, 6 months Jun 2007 - Dec 2012

Designations & Memberships

  • Certified Retirement Services Professional
    Designation
    Certified Retirement Services Professional
    The Certified Retirement Services Professional certification is designed to establish a recognized standard of knowledge and competence for wealth management professionals specializing in retirement services.
  • Certified Trust and Financial Advisor
    Designation
    Certified Trust and Financial Advisor
    Individuals holding this designation have an understanding of fiduciary and trust activities, financial planning, tax law and planning, investment management, and ethics.

Articles and Answers

Insights by John Schoolman

Where Did the Summer Go?
Published 2014-10-22 09:40:40
    *Articles are published by advisors without compensation.

    Answers

    Ask a financial questionAsk a question
    I had a retirement plan with Avis Budget . Now I'm am retired I want to find out if my retirement savings is available.
    You indicated that you retired, congratulations! However, you may want to check to see how the Avis Budget Plan defines the retirement age. In most cases, that is age 65 and in many cases plans have an early retirement age too (e.g., age 55). Although rare, some plans do restrict payout until you ...  (more)
    Answered Feb 2014
    What are the best companies to move my funds from my prior employers 401k to? Lowest cost for best result?
    Vanguard and Schwab would be good places to start with either low cost, index based mutual funds or exchanged traded funds (ETFs). If using ETFs, be sure to use ones that are available at Schwab, for example, that trade without any transaction fees. It will also be important that you are able to f...  (more)
    Answered Feb 2014
    I have a rollover account that is under performing. Is it a good idea to move it. Or ride it out?
    Jennifer, the only way to measure a fund's performance is against its appropriate benchmark. You mentioned that your Fidelity funds have performed well and your Ivy has not, but relative to what? For example, a blended Large Cap Fund can be measured against the S&P 500, for example. Your Fideli...  (more)
    Answered Sep 2014
    On technical analisis can we expect a 10 percent correction soon?
    Armando, the markets will go up and down ... hopefully more up over longer periods of time. If a correction is coming, and no one can predict that absolutely, it will be a good opportunity to purchase more investments at a lower cost. John...  (more)
    Answered Sep 2014
    I am a KBR employee. Where in this website can I enroll?
    It's not clear to me whether you want to enroll in the KBR plan or use Brightscope to research the KBR plan. If the later, go to the Brightscope home page http://www.brightscope.com/ and select that you want to research a 401(k) plan. ...  (more)
    Answered Apr 2015
    How do you get acess take your 401k?
    Carrie, by "access", do you mean how to enroll, how and when you can take your money, or are you wanting to know how to access your account online? Let me know and I can provide additional guidance. John...  (more)
    Answered Sep 2014
    How much is my investment?
    Brian, this question is difficult to answer without additional information. What type of investment is it? Are you talking about money you have in a 401(k) or IRA? ...  (more)
    Answered Feb 2015
      *Answers are submitted by advisors without compensation.

      Licenses & Conducts

      SEC
      U.S. Securities and Exchange Commission
      • license status
        Registered
      • disclosures
        None
      • as of date
        Mar 7, 2019
      FINRA
      FINRA
      • license status
        Not registered
      • disclosures
        None
      • as of date
        N/A
      Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

      Assets

      Advisor

      Last updated on March 8, 2019
        • $31.5M
          Total Assets Under Management
        • $0
          Total Assets Under Advisement
        • 94
          number of clients
        • $335.1K
          Estimated Average Account Balance Per Client

      Trunorth Capital Management, LLC

      Last updated on April 30, 2017
        • $74.6M
          Total Assets Under Management
        • N/A
          Total Assets Under Advisement
        • 313
          Accounts
        • $238.4K
          Estimated Average Account Balance

      Fees

      Fee Only Advisor
      $
      This advisor has certified that they are compensated soley by their clients, and do not accept commisions or compensation of any kind based on the products they recommend.

      Types of Compensation Arrangements