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Archive for May 2022

Preparing for Retirement: Estate Planning

Advisor Perspective

This article is the third of a three-part series on planning for retirement. The first article discussed “Are you Ready” for retirement. The second article, “Making it Last”, discussed maximizing the value of your retirement assets to provide for the retirement you hope to have. Here we will discuss some of the basics of estate…

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The Risk of Being Out of the Market

Monthly Economic News

INVESTMENT COMMITTEE COMMENTARY May 2022 Bearish sentiment seemed to diminish in May. A late month surge in stock performance was a welcome change after weeks of market drawdowns on continuing worries of inflation, rising interest rates and the war in Ukraine. It is too soon to conclude that the 2022 market decline has reached a…

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JMG Announces Promotion to Executive Committee

Firm News

We’re pleased to announce that Kate Kammes has been promoted to Chief Talent Officer. “I have spent my career working with people to help them learn and grow, and when I came to JMG I knew I was part of something special. I feel incredibly blessed to be surrounded by a team of talented people…

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