What Is Financial Planning & How Is it Different From Investment Management?
Do you know what you’re getting when you hire a financial advisor? Here’s the difference between financial planning and investment management.
Your Business Sale Is Final: Now What?
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.
Market Rally and Swoon: September Market Commentary
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.
Can You Use Tax-Loss Harvesting to Lower Your Tax Bill?
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!
Are You Considering These Aspects of a Happy Retirement?
Don’t let your golden years go to waste. Here are 4 ways to fill your time with meaning.
Are We In a Recession Or Is a Recession On The Horizon?
It’s no secret that the stock market has seen increased volatility this year and recession warnings are constantly on the news. JGP’s Senior Portfolio Manager Shannon Jones reviews how recessions are defined, how the economy responds to recessions, and what this means from an investor standpoint.