JGP Blog

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.

We’ve all heard the phrase “get rich quick” and the onslaught of advice about how to create a strong financial foundation. But what should you do if you already have a strong financial foundation and want to take your wealth management strategy to the next level? As a high-net-worth individual, you may have already accumulated wealth, but that doesn’t mean you can’t cultivate positive financial habits. Here are five tips to maximize your wealth and protect what you’ve already built.

Investors are understandably nervous about their investments and their purchasing power. If you are worried about your portfolio, you’re not alone. But during stock market volatility, it’s important to keep a level head to avoid financial mistakes.

Try as we might, it’s impossible to live a life without mistakes. If you’re lucky, the mistake is minor and provides an opportunity to grow. Financial mistakes, on the other hand, almost always cause some pain, and they can have potentially devastating effects down the line.