JGP Blog

Even top-performing executives make financial mistakes. Here are 5 financial pitfalls Nike executives should avoid.

Do you have highly appreciated assets subject to capital gains tax? Here are 4 strategies to reduce your tax liability.

Do you know what you’re getting when you hire a financial advisor? Here’s the difference between financial planning and investment management.

Now that you’ve sold your business, what’s next? JGP Wealth Management can help coordinate and manage your financial affairs while you enjoy this next phase of life.

Second quarter earnings on the S&P 500 were record-breaking, representing a 9.9% year-over-year increase. Third quarter earnings growth is expected to slow but remain 4.3% higher than 3Q 2021. Despite earnings strength, rising interest rates, geopolitical uncertainty, and recession talk have tested markets and investor patience.

Do you want to reduce your taxes and boost your investment returns? Find out how tax-loss harvesting (and partnering with JGP) can work for you!