Archive for August 2025
JMG’s Investment Process, Designed Around You (Part 2 – Portfolio Design)
By Bill German, Chief Investment Officer, Principal, CFP® and John White, Principal, CFA, CFP® This article is the second in a four-part series. In the previous article we discussed the overall investment process and the first step in the process, Client Analysis. Today we will discuss the second step in our process, Portfolio Design, in which your advisor, with guidance…
Read More