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

August 28, 2023

Play Video

August 21, 2023

Play Video

August 14, 2023

Search Insights

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

Sharing Our Financial Wisdom

Four Investing Pitfalls to Avoid

By Bethany Filer, Associate Financial Advisor | October 1, 2024 | Investment Management

Investing is one of the most powerful financial tools available for growing wealth, but it’s not magic. You have to approach it carefully and with a plan if you want to get the most from your investments. As a young person or someone just starting out on your financial journey, here are a few of…

Understanding Student Loans

By Cole Leonida, Financial Planner | CFP® | CKA® | September 18, 2024 | Financial Planning

In our most recent webinar, JMA was joined by Joseph Schmidt, a Certified Student Loan Professional, who operates a student loan consulting firm in southern Arizona. Joseph was kind enough to share his time and wisdom with us regarding topics that are important and timely to young people and their parents: saving for college, maximizing…

What Is Biblical Financial Planning?

By Andy Ferguson, Financial Planner | CFP® | CKA® | August 1, 2024 | Faith-Based Finance, Financial Planning

When you work with John Moore Associates, you work with a team of financial advisors who use biblical principles to guide clients in their money management decisions. But what does biblical financial planning entail, exactly? For that matter, what does financial planning even mean? Before you entrust us with your financial well-being, having a clear…

Understanding Markets in Election Years

By Cole Leonida, Financial Planner | CFP® | CKA® | July 1, 2024 | Investment Management

There’s no denying that politics and financial markets are inextricably linked. The market responds to the economy, and the economy responds to political policy. From legislation and tax reform to domestic and foreign policy, political decisions affect the economy, the consumer, corporate profits, and, ultimately, the price of stocks. With an election around the corner…

Marriage & Money: The Importance of Communication

By Brian Cochran, Financial Planner | CFP® | CKA® | June 30, 2024 | Financial Planning

Marriage is about far more than love and companionship. It’s a partnership that forms the foundation of a family, and it may be the most important contract you ever enter. Disagreements over financial values, long-term goals, or spending habits can create a lot of stress in your relationship and affect every area of your life.…

Pages: 1234567891011121314151617181920212223242526272829