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Archive for February 2023

A Pause in Disinflation

Monthly Economic News

INVESTMENT COMMITTEE COMMENTARY February 2023 After a strong January, both stocks and bonds had negative returns in February. January presented investors hope of easing inflation, but February revealed increasing inflation pressures. The Consumer Price Index (CPI) and the Personal Consumption Expenditures (PCE) Price Index rose 0.5% and 0.6%, respectively, the most since last June. Overall,…

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Choosing a Retirement Plan when you are Self-Employed

Advisor Perspective

So you’ve started a business or maybe you’ve had one for a long time, or perhaps you are working as an independent consultant…. Congratulations, you can now set up a retirement plan! Unfortunately, the process is more complicated when you are an owner. When you’re an employee your employer makes the decisions about what type…

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JMG Announces Co-Chief Investment Officer

Firm News

JMG Financial Group is pleased to announce that William German, Principal, has been named Co-Chief Investment Officer. Bill has served on the firm’s Investment Committee since 2019 and will continue to work alongside Bill Waight who has served as CIO since 2018. Bill German joined JMG in 2003. See Bill’s bio here Please join us…

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