Investment Management

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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Volatile Election, Volatile Market?

Without a doubt, the most common mistake I’ve seen clients make over the last decade is letting their politics drive their investment decisions. I cannot think of another investment mistake that comes close. As we enter another volatile and heated election season, our clients are again expressing fear about the potential impact the election might…

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Negative News, Positive Markets

Institutional investors oversee the vast majority of stocks and bonds, and have a significant influence on market price movements. These institutions include pensions, mutual funds, insurance companies, and large endowments. But unlike most individual investors, these professional asset managers’ market sentiment is not based on the latest headlines. While they can’t tell the future, these…

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