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Posts by Steve Lennart

Market Volatility and Diversification

Monthly Economic News

INVESTMENT COMMITTEE COMMENTARY July 2026 The U.S. stock market in July continued the rotation from mega-tech and artificial intelligence driven stocks to an expansion in overall market breadth. Coming off a robust second quarter that saw equities touch record territory, July witnessed a shift away from mega-cap technology toward blue-chip value, small-cap equities, and equal-weighted…

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Mid-Year Commentary

Monthly Economic News

INVESTMENT COMMITTEE COMMENTARY June 2026 After strong U.S. stock market returns and record highs in April and May due to Iran War de-escalation, strong corporate earnings, and resilient consumer spending, June stock performance was more mixed. The S&P 500 fell 1% in June. In contrast, U.S. mid-cap stocks gained 3.1% for the month. Foreign developed…

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Exchange Traded Funds (ETFs) and IPOs

Monthly Economic News

INVESTMENT COMMITTEE COMMENTARY May 2026 The U.S. stock market continued its April momentum through May. Equity indexes posted notable monthly gains, with several indexes reaching historic highs. The May rally was largely dominated by the information technology sector, particularly artificial intelligence (AI) company stocks. Strong first quarter corporate earnings performance helped support Wall Street’s May…

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JMG Announces Nine New Principals

Firm News

We are pleased to announce that the following team members have been promoted to Principals at the firm. Each individual has served a critical role to the growth of the firm with an average tenure of over 20 years with JMG. We appreciate their loyalty and dedication to the firm and to the clients we…

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JMG Announces New Principals

Firm News

We’re pleased to announce that the following individuals have been promoted to Principal at JMG Financial Group. Each of these individuals have been critical to the recent growth of our firm. “It is a privilege to represent an organization who embodies unwavering care, loyalty, and integrity towards employees and clients. I appreciate the opportunity JMG has…

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JMG Announces Support for Cal’s Angels

Firm News

As we approach the end of yet, another eventful year, we hope this message finds you and your families safe and healthy either at home or in your travels. Since 2020, our firm has decided to make a meaningful donation to a charitable organization at the recommendation of our employees. Each employee has the opportunity…

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