Archive for June 2025
Mid-Year Commentary
INVESTMENT COMMITTEE COMMENTARY June 2025 Wall Street has come a long way from its April sell-off as investor optimism over trade agreements and events in the Middle East helped lift stocks to record highs. Led by large cap growth companies, the S&P 500 had strong June performance, up 5.1%. Foreign developed and emerging markets stocks also rose…
Read MoreJMG’s Investment Process, Designed Around You (Part 1 – Client Analysis)
By Bill German, Chief Investment Officer, Principal, CFP® and John White, Principal, CFA, CFP® Clients and prospects often want to better understand how JMG will invest their money. What they often don’t realize is how complex this question really is. Today’s article is the first of a four-part series which we hope to provide some insight into…
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