Archive for October 2023
A Look at Market Valuations
INVESTMENT COMMITTEE COMMENTARY October 2023 Stocks declined for the third straight month in October. Investor sentiment has declined in the last three months as recent inflation data demonstrated the challenges the Federal Reserve (Fed) faces in trying to bring down rising prices. The Consumer Price Index (CPI) and the Personal Consumption Expenditures (PCE) index remain well…
Read MoreMaking Gifts to Your Children and Grandchildren
Several articles ago, we discussed taking advantage of the annual gift exclusion and possible reasons for making gifts to your children and/or grandchildren during your lifetime (Taking Advantage of the Annual Gifting Exclusion). We also briefly mentioned the accounts one might utilize to fulfill those gifts. As with most things in life and personal finance,…
Read MoreJMG Financial Group named as one of the Top 100 Financial Advisory Firms of 2023 by CNBC
JMG Financial Group has been named one of the Top 100 Financial Advisory Firms of 2023 by CNBC. CNBC Ranking of the top-rated financial advisory firms of 2023 Disclosure Neither JMG nor any other participating adviser(s) paid a fee to be eligible for the award. JMG is unaware of any undisclosed facts that could potentially…
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