by Brian Cochran, CFP®, CKA®, Financial Planner | Oct 31, 2018 | Blog, Insights, Uncategorized
“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...
by Joe Limke, AAMS® Financial Advisor | Oct 23, 2018 | Blog, Insights, Uncategorized
Friends and prospective clients often ask me why they should hire a financial advisor. It’s a logical question. Why should they? I thought it might be helpful to share why I hired an advisor before switching careers and becoming an advisor myself. I was once a...
by Andrew Donohue, AAMS® Financial Advisor | Oct 22, 2018 | Blog, Insights, Uncategorized
The old adage stands true: Money can’t buy happiness. But investing money isn’t supposed to bring misery through risk and fear, either. Your view of money will have a great impact in your life until the day you die, not only dictating how you spend it and save it...
by John Moore, CIMA®, CKA® | Oct 22, 2018 | Blog, Insights, Uncategorized
“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...
by Brian Cochran, CFP®, CKA®, Financial Planner | Oct 22, 2018 | Blog, Insights, Uncategorized
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...
by John Moore, CIMA®, CKA® | Sep 26, 2018 | Blog, Insights, Uncategorized
When we work with your family, you will probably hear us use the term “Age and Stage” to describe part of the process we use to build and implement your financial plan. While folks may be at different stages at the same age or the same stage at different ages, it is...
