Wealth That Stays for Generations
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…
Read MorePoint of View with Fritz Meyer | February 2025
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:
Read More2025 Education Day with David York
David R. York is an attorney specializing in estate planning and wealth transfer. He is also a Certified Public Accountant and Managing Partner with York Howell in Utah. He joined us for Education Day to talk about preparing the next generation for wealth. Watch below to learn about four vital lessons, and why it’s more…
Read MoreNew Mexico Education Day: 2024 Investment Outlook
Thank you to all who attended our New Mexico Education Day. In case you missed it, check out Bob Doll, our guest speaker and Chief Investment Officer of Crossmark Global Investments, Inc., as he shares his 10 Predictions for 2024.
Read MoreEconomic Update From Economist Fritz Meyer
Independent economist and market analyst Fritz Meyer presents his expert insights on what could lie on the financial horizon in 2023.
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