Archive for July 2024
Asset Allocation – Positioning for Rate Cuts
INVESTMENT COMMITTEE COMMENTARY July 2024 At the beginning of August, global equity markets experienced a broad “risk off” decline. The ten-year Treasury yield fell to 3.78%. Japanese equites were down about twice as much as other developed markets as the Bank of Japan announced rate hikes. In our opinion, what is driving the sell-off is…
Read MoreEnhancing Your Retirement Savings: Additional Opportunities
Backdoor Roth Contributions, Spousal IRA Contributions, and Mega Backdoor Roth Contributions Life is good. You have a good job with a 401(k) plan, which you think you are maxing out. You are not overspending, so you find your bank account grows year over year. But as your income has grown, so has your tax bill…
Read MoreJMG Financial Group named as one of the Best Places to Work for Financial Advisors in 2024
JMG Financial Group has once again been named as one of the Best Places to Work for Financial Advisors! Go to the InvestmentNews article here. The Best Places to Work for Financial Advisors is an annual award presented by InvestmentNews. InvestmentNews and JMG Financial Group are wholly unaffiliated. Full disclosure information concerning the award can…
Read MoreLeadership Changes
Yonhee Choi Gordon is retiring from JMG Financial Group after an illustrious 38-year career at the firm, during which she began as an entry-level assistant in 1986. Her career has been unique by several standards, evidenced by her being one of the first Korean-American women to rise to the C-suite in the RIA industry. As…
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