Insights

Our responsibility to our clients doesn’t stop when our doors close for the day. Our gears are constantly turning to provide you the best financial advice possible, day or night.

Investment Committee Insights

Watch each week as JMA weighs in on the latest investment news. Click any video below to get started.

Play Video

March 25, 2024

Play Video

March 18, 2024

Play Video

March 11, 2024

Search Insights

Charitable Giving
Faith-Based Finance
Financial Planning
Investment Management
Other
Wealth Transfer

Sharing Our Financial Wisdom

A Broken Sneaker: A Metaphor for Uncertainty

By Brian Cochran, Financial Planner | CFP® | CKA® | March 4, 2019 | Investment Management

The future is always uncertain, no matter how much we agree on what may come next. A recent example of this is the Duke and North Carolina basketball game on February 20th. This much-anticipated event drew significant attention. Tickets were selling at prices similar to the NFL Championship game. The packed crowd included big name…

HSA: A Healthy Way to Save

By Joe Limke, Financial Advisor | AAMS® | February 25, 2019 | Financial Planning

One of the most underappreciated tools in tax planning is the Health Savings Account (HSA). The HSA was created in 2003 as a way to provide tax benefits for Americans who want to set aside funds for future healthcare expenses. There are many benefits to having an HSA besides helping pay for medical services. They…

Clearing Up Tax Refund Confusion

By Brian Cochran, Financial Planner | CFP® | CKA® | | Financial Planning

As if tax refunds weren’t already a misunderstood area of personal finance, politicians and media outlets are adding unnecessary anger and confusion to them. Tax refunds are really quite simple. If you overpay funds to your state or the US Treasury, you are entitled to a refund upon filing your taxes. Refunds are not a…

Miracle on the Hudson

By John Moore, Principal | CIMA® | CKA® | January 28, 2019 | Other

January 15th marked the tenth anniversary of the successful ditching of US Air flight 1549 in the Hudson River. Coordinated teamwork allowed the flying skills of Captain Sully Sullenberger and First Officer Jeff Skiles to bring the virtually powerless plane to rest on the flowing waters, just outside Manhattan. Skillful crew coordination with the flight…

Back to Basics

By Brian Cochran, Financial Planner | CFP® | CKA® | | Other

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…

Pages: 1234567891011121314151617181920212223242526272829