Investment Management

7 Year-End Planning Tips for Down Markets

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…

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Market Update Webinar with JMA and Fritz Meyer

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:

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Market Volatility During Midterm Elections

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.

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Markets are Forward-Looking

Reacting to market changes is not the way to grow your wealth. It can be tempting to turn on the news each morning and watch the stock numbers with a sense of anxiety. Seeing your investments performing well might fill you with a feeling of security. Maybe you even want to put more money into…

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The Wealth Effect

When people feel rich, they spend more. But the effect doesn’t last. Remember when the government mailed us checks? Or perhaps you recall the day when the direct deposit stimulus payment hit your bank account? COVID was raging, businesses were forced to close their doors, and fear was everywhere. Yet, for many Americans, it was…

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