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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June 17, 2024

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Sharing Our Financial Wisdom

Money 101: How Do Credit Cards Work?

By Bethany Filer, Associate Financial Advisor | February 2, 2024 | Financial Planning

For young people beginning their financial journey, few topics hold as much mystique and stigma as credit cards. We’ve seen people at both unhealthy ends of a spectrum: those who accrue consumer debt, and those who avoid credit cards altogether. The truth is that credit cards are neither good nor bad. They are merely tools…

Arizona Tax Credits Offer Tax Savings: 2023 Update

By Cole Leonida, Financial Planner | CFP® | CKA® | January 9, 2024 | Charitable Giving, Financial Planning

A new year, another chance to trim your tax liability. In 2022, we wrote about Arizona’s unique tax credits and the tax savings they can provide. This program is still in place! We wanted to remind you of what these credits are, how they work, and what the updated figures are for the 2023 tax…

Do I Need a Financial Advisor?

By Cole Leonida, Financial Planner | CFP® | CKA® | January 4, 2024 | Financial Planning

The financial world is filled with decisions. You might find yourself facing an overwhelming number of options with no clear “right” choice. For example, you might be asking yourself: How much house can I actually afford? How much money should I be setting aside in savings each month? Is there some way I could save…

Planning for Generosity in 2024

By Brian Cochran, Financial Planner | CFP® | CKA® | December 1, 2023 | Financial Planning

For many people, the end of the year is the time for giving. It may be that the holiday season inspires a spirit of generosity for some. Others make a more calculated decision to maximize their charitable contributions for the year as part of their year-end tax strategy. Whatever the case, as we approach the…

Generosity Planning with Tim MacDonald

By Brian Cochran, Financial Planner | CFP® | CKA® | November 29, 2023 | Financial Planning

For many, the end of the year presents a final opportunity for generosity. Whether you’re moved by the Christmas spirit or are looking to maximize your annual tax deductions, the holiday months are a prime opportunity to contribute to a meaningful cause. But what if giving wasn’t an end-of-year afterthought, but something you planned for…

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