JGP Blog

Real estate is one way to diversify your portfolio, but owning a rental property has its pros and cons. Here are some considerations when it comes to your rental.

At JGP Wealth Management, we believe that there is more to wealth than just building it, especially after the stress and uncertainty of the last two years. Our firm has a long history of community involvement and we’ve made giving back to others a foundational component of our business philosophy.

Considering your company’s deferred compensation plan? Consider the risks and the benefits listed here before you do.

What you leave your children and grandchildren involves more than just money. Here are some important things to consider when planning your legacy.

Benjamin Graham, Warren Buffet’s famed mentor, said, “In the short run, the market is a voting machine, but in the long run, it is a weighing machine.” We weigh firms’ past performance, current financial and leadership strength, and future business prospects to make long-term investment decisions. Although we stay apprised of risks to our investments, we are not in the business of voting on the day’s market narrative.

After years of diligently working, we know you’re looking forward to a relaxing and fulfilling retirement. But those golden years don’t come without planning and strategizing. And one piece of the retirement planning puzzle that often gets overlooked is Social Security.