Archive for November 2025
Thoughts Regarding a “K-Shaped” Economy
INVESTMENT COMMITTEE COMMENTARY November 2025 November was a volatile month for the U.S. stock market. Leading stock indexes declined for three straight weeks as investor sentiment slipped on concerns about the valuation of megacap tech stocks. However, as more economic data became available following the reopening of the federal government, the market staged a strong…
Read MoreJMG’s Investment Process, Designed Around You (Part 3 – Investment Selection and Implementation)
By Bill German, Chief Investment Officer, Principal, CFP® and John White, Principal, CFA, CFP® This article is the third in a four-part series. In the previous articles we discussed the first two steps in the overall investment process: Client Analysis and Portfolio Design. In this edition, we will discuss the third step in our process, Investment Selection and Implementation, in which…
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