Insights

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Investment Committee Insights

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

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April 21, 2025

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Sharing Our Financial Wisdom

Understanding Employee Benefits

By Kaile Judge, Assistant Financial Advisor | May 14, 2025 | Money 101

Starting your first “real” job comes with a lot of firsts: your first steady paycheck, your first professional responsibilities, and your first experience navigating employee benefits. You’ve probably heard terms like 401(k), health insurance, and disability coverage, but they may not have felt relevant-until now. It’s easy to put benefits on the back burner when…

Tariffs, Turbulence, and Timeless Principles

By Cole Leonida, Financial Planner | CFP® | CPWA® | CKA® | May 1, 2025 | Investment Management

Why Perspective Beats Prediction The first few months of 2025 have reminded us that the market is anything but predictable. From sudden sell-offs to historic rallies, U.S. markets have been whipsawed by aggressive trade policies, shifting Federal Reserve signals, and emotionally charged investor sentiment. We’ve seen volatility on par with the early days of COVID-19…

How Does Economics Apply to Me?

By Bethany Filer, Associate Financial Advisor | April 7, 2025 | Money 101

When most people hear the word “economics,” they might picture complicated charts, political debates, or Wall Street jargon. But you don’t have to be a stockbroker or economist to understand the economy. Economics, at its core, is simply the study of how people use limited resources to meet unlimited needs and desires. So what does…

Wealth That Stays for Generations

By Brian Cochran, Financial Planner | CFP® | CKA® | April 3, 2025 | Financial Planning, Wealth Transfer

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…

Point of View with Fritz Meyer | February 2025

By Brian Cochran, Financial Planner | CFP® | CKA® | March 6, 2025 | Investment Management

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:

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