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About
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Wealth Management
Investment Management
Tax Planning
Our Team
Principals/Advisors
Associates
Our Clients
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Investment Committee Commentary
A Look at Market Valuations
October 2023
Data Driven Markets and Changing Market Forecasts
September 2023
Cash, Certificates of Deposit (CDs) and Fixed Income Investments
August 2023
Fitch Downgrade and the Recent Rally in Equity Markets
July 2023
Mid-Year Commentary
June 2023
Company Size Disparity – Valuations Still Matter
May 2023
U.S. Debt Ceiling
April 2023
Second Quarter Outlook
March 2023
Comments Regarding Silicon Valley Bank and Charles Schwab & Company
March 2023
A Pause in Disinflation
February 2023
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Caring for Aging Parents – How to Financially Prepare
Nov 20, 2023
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Making Gifts to Your Children and Grandchildren
Oct 25, 2023
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JMG Financial Group named as one of the Top 100 Financial Advisory Firms of 2023 by CNBC
Oct 17, 2023
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A Look at Market Valuations