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Financial Planning
Education Planning for High-Net-Worth Families: 529s, Trusts, and Strategic Gifting
Ryan Coffee
May 5, 2026
Financial Planning
Thinking About Refinancing? Start With These 6 Questions
Gone (for now) are the days of sub-3% mortgage rates. Today, many homeowners are sitting on loans in the 7–8%…
Katelyn Kalomiris
May 4, 2026
Financial Planning
The 3 Most Common Gaps in High-Net-Worth Financial Planning
Most high-net-worth individuals assume their financial plan is comprehensive. After all, they're working with credentialed professionals. Documents are filed. Accounts…
Katelyn Kalomiris
April 30, 2026
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Financial Planning
The JGP Investment Approach
Shannon Jones
April 28, 2026
Financial Planning
Kendra and Katelyn named to AdvisorHub 200 Women Advisors To Watch list
William Paustian
April 22, 2026
Financial Planning
JGP Wealth Management Named One of USA TODAY’s Best Financial Advisory Firms 2026
William Paustian
April 15, 2026
Reinsurance
Unlock the Full Value of Your Reinsurance Program
Jake Withnell
April 13, 2026
Capital Markets
Quarterly Investment Commentary
Andrew Bennison
April 10, 2026
Financial Planning
Money Talks with Your Kids: What They Learn From Watching You
Sarinah Gigliotti
March 18, 2026