Archive for August 2025
Key Issues Shaping Markets in Late 2025
INVESTMENT COMMITTEE COMMENTARY August 2025 U.S. stocks enjoyed a notable month in August with the S&P 500 and Dow indexes reaching record highs. Wall Street’s performance was largely driven by strong corporate earnings (particularly in technology), an improved trade outlook and continued economic resilience. The information technology sector was the primary driver of the market’s…
Read MoreJMG’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…
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