Investment Management

They say the only certainties in life are death and taxes. I’d be tempted to add one more truth to that list: Whenever there is an economic downturn, annuity sales rise. Annuity sales for 2022 broke $300 billion, shattering the previous record set during the 2008 recession. The timing of these purchases is not coincidental….

Nobody knows what the future holds. This is true in many aspects of life, but it seems especially true for investing. Markets fluctuate, and there is no one investment style that always performs well in any given year. From one year to the next, investment account performance is often seemingly random. Big-picture financial trends can…

This has been a year of economic challenges in many ways, from down-trending markets to persistent inflation. An aggressive Federal Reserve and the ripple effects of the midterm election season have added complexity to the financial outlook this year as well. But even challenging conditions can produce opportunities, and there are ways to make the…

JMA sat down with Fritz Meyer to discuss market volatility and shed some light on the key factors affecting the market and how investors might respond. If you missed the webinar or wish to see it again, you can watch the recording below:

With the election around the corner, it’s hard to ignore the buzz of negativity and speculation in the air; it’s important to keep a sense of perspective about the big picture.