Investment Management
Retirement Plans for Business Owners
Most solo entrepreneurs work tirelessly to build something lasting, yet many miss key opportunities to secure their own financial future. Not long ago, I sat down with a business owner who had been faithfully saving for years. She had done everything “right” according to the advice she’d received: setting aside money diligently in a taxable…
Investing with Impact
At John Moore Associates, we are blessed to work with families who strive to express their heartfelt values, including their faith, in every aspect of life. Many of our clients already live out these convictions through charitable giving, aligning their financial blessings with their heart for generosity. Traditionally, this alignment has also meant screening out…
Clarity Amid Volatility
Joe Hegener is the founder of Asterozoa Capital Management and a seasoned fixed income portfolio manager. Joe joined us to share his insights into today’s complex bond market and the broader economic landscape-topics that matter deeply to investors in times of volatility and uncertainty. Watch below as we discuss interest rate trends, inflation risks, what’s…
Tariffs, Turbulence, and Timeless Principles
Why Perspective Beats Prediction The first few months of 2025 have reminded us that the market is anything but predictable. From sudden sell-offs to historic rallies, U.S. markets have been whipsawed by aggressive trade policies, shifting Federal Reserve signals, and emotionally charged investor sentiment. We’ve seen volatility on par with the early days of COVID-19…
Point of View with Fritz Meyer | February 2025
Fritz Meyer is an independent economist, market commentator, and long-time friend of JMA. He returned to speak with us again at Education Day 2025, providing his keen insights on the current state of the market. Watch below as he untangles complexity and illuminates what we know, what we don’t know, about our economy today: