Archive for January 2026
Market Rotation or “Sell America”?
INVESTMENT COMMITTEE COMMENTARY January 2026 The U.S. stock market delivered strong performance to kick off 2026. Market indexes reached record-setting levels with the S&P 500 surpassing the 7,000 threshold for the first time in its history. The stock market continued to reflect the rotation from large cap technology stocks to the broader market as smaller capitalization…
Read MoreJMG’s Investment Process, Designed Around You (Part 4 – Ongoing Management)
By Bill German, Chief Investment Officer, Principal, CFP® and John White, Principal, CFA, CFP® This article is the final installment in our four-part series. In the previous articles we discussed the first three steps in JMG’s Investment Process: Client Analysis, Portfolio Design, and Investment Selection. This article will discuss the final step in our process, Ongoing Management, in which your…
Read MoreJMG Announces New Principals
We are pleased to announce that the following team members have been promoted to Principals at JMG. We appreciate their loyalty and dedication to the firm and to the clients we serve. “I’m honored to step into this role and look forward to continuing to help our clients achieve their goals as part of the…
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