Demystifying Medicare for Retirees
Aging and healthcare are two topics that go hand-in-hand, and which can be confusing to navigate. In this webinar, JMA’s Cole Leonida joins David and Carol Beth Stewart of Black Bear Insurance to unpack the complexities of Medicare and the role it plays in retirement planning. Drawing on years of expertise serving clients across the…
Read MoreClarity Amid Volatility
Joe Hegener is the founder of Asterozoa Capital Management and a seasoned fixed income portfolio manager. Joe joined us to share his insights into today’s complex bond market and the broader economic landscape—topics that matter deeply to investors in times of volatility and uncertainty. Watch below as we discuss interest rate trends, inflation risks, what’s…
Read MoreWealth That Stays for Generations
You work hard throughout your life to secure a future for the next generation. But the unpleasant reality is that wealth transfer often fails within three generations. According to a study by the Williams Group, approximately 70% of families have lost control of their assets by the third generation. That’s true across the world, independent of culture and tax…
Read MorePoint of View with Fritz Meyer | February 2025
Fritz Meyer is an independent economist, market commentator, and long-time friend of JMA. He returned to speak with us again at Education Day 2025, providing his keen insights on the current state of the market. Watch below as he untangles complexity and illuminates what we know, what we don’t know, about our economy today:
Read More2025 Education Day with David York
David R. York is an attorney specializing in estate planning and wealth transfer. He is also a Certified Public Accountant and Managing Partner with York Howell in Utah. He joined us for Education Day to talk about preparing the next generation for wealth. Watch below to learn about four vital lessons, and why it’s more…
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