Back to Basics
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…
Read MoreTuition Paid & Lessons Learned
Millennials are now the largest generation in the US and the most represented age group in the workforce. I’m one of them. We are starting to save and invest in stocks, real estate and other markets, which is great news. Everyone benefits from a new generation of buyers as the baby boomers retire and become…
Read MoreAge & Stage
When we work with your family, you will probably hear us use the term “Age and Stage” to describe part of the process we use to build and implement your financial plan. While folks may be at different stages at the same age or the same stage at different ages, it is important for your…
Read MoreToo Much of a Good Thing: Owning Your Employer’s Stock
While owning a piece of the company you work for can have obvious financial rewards, it can also have potentially greater risks than investing in a diversified portfolio. I have personally experienced the ups and downs of building a large portfolio of employer stock, and I learned a few things along the way: Pros 1.…
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