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Archive for January 2021

JMG Firm News January 2021

Firm News

JMG Announces New Principals We’re pleased to announce that the following individuals have been promoted to Principal at JMG Financial Group. Jaclyn, Brian, and Erik all joined the firm as financial planning associates and progressed through JMG’s career path to financial advisor. “I’m so proud to be a member of JMG and truly appreciate the…

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New Year, Same Discipline

Monthly Economic News

INVESTMENT COMMITTEE COMMENTARY JANUARY 2021 After a strong fourth quarter, market performance was more muted in January. Most broad equity market indexes were down slightly. For the month, the S&P 500 dropped 1.0% while U.S. mid-cap stocks fell 0.3%. Foreign developed equities declined 1.1% while emerging market equities gained 3.1%. U.S. and foreign REITs were…

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How to Protect Yourself Against Identity Theft and Consumer Fraud

Advisor Perspective

The final numbers aren’t available yet, but identity theft and consumer fraud are tracking to have their biggest year in 2020. In 2019, more than 3.2 million reports of fraud and identity theft were recorded, with victims losing $1.9 billion. The losses included more than 270,000 cases of credit card fraud, averaging $6,000 per incident.…

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