Investment Management

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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Education Day 2021 Guest Speaker Spotlight: Finny Kuruvilla

Finny Kuruvilla, CIO of Eventide, joined us for Education Day to discuss the state of the pandemic, and to give insight and clarity into contradicting and confusing information. Dr. Kuruvilla discussed the vaccines that are available, how trials were conducted, and how confident we should feel in their efficacy. Dr. Kuruvilla also cautioned us against…

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Education Day 2021 Guest Speaker Spotlight: Bree Cochran

Brian’s sister, Bree Cochran, joined JMA for Education Day to discuss maintaining wellness during the pandemic, which has caused stress for many people for a myriad of reasons. Bree focuses on how we’re impacted by the food we eat, the sleep we get, how (and how often) we are active throughout the day, and how…

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New President, Old Principles

It’s the beginning of a new presidential term, and with new leadership comes new policies, conflict, and uncertainty in the marketplace. At least, that’s how many people feel. With the historic last few weeks America has had on top of a year that turned the world upside down, it’s no wonder emotions are higher than…

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Politics & Investments: A Webinar with Walt Czaicki of AllianceBernstein

View our live webcast with Senior Investment Strategist Walt Czaicki to hear him discuss today’s political landscape, the relationship between the market and politics, and how to approach investing through it all. Walt Czaicki has been working in the investment management industry since 1986, and now serves as a Senior Vice President and Senior Investment…

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