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JGP Blog


Fidelity Follows Rivals to Zero-Fee Trades Thumbnail

Fidelity Follows Rivals to Zero-Fee Trades

In a week littered with a lot of loud news none may be bigger for investors in the long term than the move announced by Fidelity yesterday. As the custodian for our JGP clients we applaud their unique approach to client solutions.

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Be Prepared: 7 Estate Planning Tips Thumbnail

Be Prepared: 7 Estate Planning Tips

No financial plan is complete without an estate plan. Estate planning covers all aspects of your life, from creating your will to planning medical decisions. The following seven tips can help you address your needs when drawing up your estate plan.

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Laws Targeting Vehicle Campers Could End Dirtbagging Thumbnail

Laws Targeting Vehicle Campers Could End Dirtbagging

In recent years we’ve had several clients design and build customized sprinter vans so they could pursue a first-class version of #VanLife. As these individuals intentionally considered the life they wanted to live #wanderlust was an important part of the plan. We’ve heard some brilliant, beautiful stories from these journeys. Be sure our clients are not “dirtbagging”, but is some portion of their dream at risk? Check out the article from @Outside magazine

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5 Financial Wellness Tips for the Sandwich Generation Thumbnail

5 Financial Wellness Tips for the Sandwich Generation

If you have the responsibility of simultaneously raising kids and looking after your aging parents, then this article is for you. We know you have an extremely challenging lifestyle that requires a lot of resilience and patience, so this article will provide tips on how to better manage your day-to-day responsibilities.

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Great Escapes: The Lesser-Known Side of Northern Italy Thumbnail

Great Escapes: The Lesser-Known Side of Northern Italy

Living an intentional life is paramount to long term personal fulfillment and it’s why JGP is engaged in Intentional Life Planning with those we serve. Travel is often an important component of one’s life plan and this summer we’ve had clients soaking up experiences all over the globe. Often the planning around where, when, and what is as much fun as the trip itself. Where are you headed next? For me no country offers more - corner to corner - than Italy. As I struggle along learning Italian I am always looking for the next hidden gem. I hope you enjoy this article from Barron’s on Northern Italy.

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