Investment Management
Looking Up During Market Downturn
“You must be busy” is a comment I hear a lot whenever we see market volatility. People assume our office becomes a hub for panic and fear during market downturns. This is far from the truth. The families we serve tend to be wise and patient investors who have experienced market volatility in their investing…
Bubble Behavior
Every Monday morning, seven JMA team members meet for our Investment Committee. Much of our decision making is driven by quantitative analysis, but we also take time to share sentiments our advisors see in clients. The team is always on the lookout for behavioral red flags that can serve as a market indicator. We are…
Too Much of a Good Thing: Owning Your Employer’s Stock
While owning a piece of the company you work for can have obvious financial rewards, it can also have potentially greater risks than investing in a diversified portfolio. I have personally experienced the ups and downs of building a large portfolio of employer stock, and I learned a few things along the way: Pros 1….
Good News/Bad News
How rising wages shook the market, and how to respond. We recently experienced a rapid stock market correction. This rush of volatility came after a year of unusually smooth market activity, and left investors wondering if they might need to change their investment strategy in response. The short answer for most investors is “No.” If…
Investors’ Best Approach to the New Year
Written By Brian Cochran, CFP®, Certified Kingdom Advisor® Financial Planner 2017 was a memorable year for investors. Markets around the world produced above average returns with limited volatility. US markets were exceptionally calm with positive returns every month of the year for the first time in history. The US economy is nearing a record for…