Month: March 2021

Half Your DAF

2020 was a unique year financially, resulting in a lot of cash just sitting there, unused. This is a perfect time to give and “half your DAF” (donor advised fund). Ask yourself, how much do I really need? How much is enough and what do I do with the rest? Many people find they have…

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The 4 Biggest Financial Mistakes of 2021 (So Far…)

As vaccines have been rolling out and case numbers dwindling across the country, 2021 seems to bring with it optimism and tentative relief. However, a significant amount of uncertainty still remains. To call 2020 a rough year is quite the understatement, and we learned the hard way that the unexpected can, and at some point…

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What Stimulus Means for the Economy

After a full year of lockdowns, it’s safe to say that most of us are ready to go back to pre-COVID life. With vaccines available and case count decreasing, the possibility of our economy opening back up in a safe way is closer than we think. But what does this mean for the market? Brian…

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Beware, But Not Fearful

Fear is a God-given instinct to protect ourselves from harm. However, like all good things, too much fear can cause us harm. When you’re afraid, you aren’t making good decisions. The fear around the stock market can often cause us to react emotionally, but in times of uncertainty, remember to think with your head, not…

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Education Day 2021 Guest Speaker Spotlight: Fritz Meyer

Fritz Meyer, JMA’s most requested speaker, joined us for Education Day to offer his insights on the economy, the stock market and investment strategies. The stock market has hit new highs recently and has been trending positive since the election, but can we expect that to continue? Mr. Meyer revisits the 2000 bubble and compares…

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