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Talking Taxes – What To Discuss With Your CPA in the Next 90 Days

By Cole Leonida, Financial Planner | CFP® | CPWA® | CKA® | November 22, 2022

As tempting as it might be to put off thinking about taxes until the new year, being proactive about your tax strategy can set you up for success. Over the next 90 days, you have a chance to make some smart year-end choices that could have a significant impact on your 2022 and 2023 tax…

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Market Update Webinar with JMA and Fritz Meyer

By Brian Cochran, Financial Planner | CFP® | CKA® | October 19, 2022

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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Webinar: Principles and Perspectives During Market Volatility

By Brian Cochran, Financial Planner | CFP® | CKA® | May 26, 2022

Stock market volatility continues to accelerate in response to inflation, rising interest rates, and global growth concerns. Brian Cochran shares insights from the JMA Investment Committee and principles to apply during times of uncertainty in this market update webinar.

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Arizona Education Day, featuring Fritz Meyer

By Cole Leonida, Financial Planner | CFP® | CPWA® | CKA® | March 11, 2022

Thank you to all who attended Arizona’s Education Day! In case you missed it, check out Fritz Meyer’s presentation where he discusses the state of the US economy, inflation, interest rates and the financial impact the invasion of Ukraine may have.

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New Mexico Education Day Speaker Highlights

By Cole Leonida, Financial Planner | CFP® | CPWA® | CKA® | February 16, 2022

Thank you to all who attended New Mexico’s Education Day! In case you missed it, check out highlights from our dynamic speakers, David Summers and Bob Doll.

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Recent Posts

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