Archive for April 2025
Tariff Update
INVESTMENT COMMITTEE COMMENTARY April 2025 U.S. equities experienced continued volatility in April as tariffs announced by President Trump on April 2nd led to policy uncertainty and trade wars. Intraday and daily volatility also increased on worries that Fed Chair Jerome Powell might be replaced by the president and by concerning news on economic growth, inflation,…
Read MoreOptimize Annual Gifting Through Qualified Accounts
At JMG, we often discuss how clients should best make gifts to their children, grandchildren or other beneficiaries. These gifts can be a benefit to both parties and are often classified into four broad categories: those made outright, to a minor’s account, to an education account, or to a trust. (See Prior JMG Article: Taking Advantage…
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