Archive for December 2025
2025 in Review
INVESTMENT COMMITTEE COMMENTARY December 2025 Wall Street performance wavered in December impacted by the Federal Reserve’s (Fed) policy decisions and short-term momentum shifts in the technology sector. The markets were also impacted by the delayed release of a large influx of economic data following the 43-day government shutdown. Full economic data from the shutdown is still…
Read MoreJMG Announces Support for The Outreach House
As the year comes to a close, we want to extend our heartfelt gratitude for your continued trust and partnership. It’s an honor to be part of your financial journey and your lives. At JMG, we believe in strengthening the communities where we live and work by supporting organizations that create meaningful change. Each year,…
Read MoreAsset Allocation Throughout Retirement
Often as clients get closer to retirement, they find themselves “visiting their money” (checking their account balances) much more often. They pay more attention to the financial news and call their JMG financial advisor more often to ask if they should be raising more cash and getting out of equities. I get it – going from a…
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