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At JMA we teach Six Keys to Financial Success: Spend less than you make Be prudent about debt Build liquidity Set long‐term goals Act like a manager, not an owner Give Generously These timeless principles not only help you meet long‐term goals, but also prepare you for the hard times we all face at some…

“Age & Stage” is a term you’ll hear our team members use from time to time to describe our reasoning for a particular financial recommendation. As I mentioned in previous post, different people can be at different life stages at the same age, or the same stage at different ages, and each impacts the structure…

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…