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About
Services
Wealth Management
Investment Management
Tax Planning
Our Team
Advisors
Administration
Our Clients
News
Careers
Job Openings
Contact
Client Login
Advisor Perspective
How to Handle Being the Executor of a Parent’s Estate
September 2025
JMG’s Investment Process, Designed Around You (Part 2 – Portfolio Design)
August 2025
One Big Beautiful Bill Act – A Tax Planner’s Review
July 2025
JMG’s Investment Process, Designed Around You (Part 1 – Client Analysis)
June 2025
Understanding IRMAA – Medicare’s Income-Related Monthly Adjustment Amount
May 2025
Optimize Annual Gifting Through Qualified Accounts
April 2025
Strengthening Cybersecurity: Best Practices and Emerging Trends
March 2025
Naming a Trust as Your IRA Beneficiary
February 2025
Managing Concentrated Stock Risk
January 2025
State Inheritance and Estate Taxes – Beware of Little Brother
November 2024
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Federal Government Shutdown
Sep 30, 2025
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How to Handle Being the Executor of a Parent’s Estate
Sep 25, 2025
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JMG Announces New Principal
Sep 3, 2025
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