Managing Multiple Accounts - a Taxing Endeavor
At JMS Capital Group Wealth Services, many of our clients have multiple accounts. Our bulging file cabinets attest to this fact while making a mockery of the ...
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Jun 12 -
Jun 57 Reasons a Roth IRA May Be a Good Idea
With tax season in the rearview mirror, now is a good time to start thinking about how you can minimize future tax bills. Many people take advantage of ...
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May 23Medicare Premiums and Copayments
More than one‐half of working Americans know little or nothing about Medicare costs.1 Not knowing can be expensive. On average, people who haven’t ...
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May 4Global Politics: Present State of Affairs
United States We just eclip sed the milestone of Pre sident Trump’s 100th day in office. Whether it is prudent o judge a g overnment le ...
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Apr 26The Promise of Good Stewardship: Dan Rooney & ESG Investing
Dan Rooney, the Master Builder Earlier this month, Pittsburgh lost one of its civic icons with the passing of Steelers owner Dan Rooney. Rooney reached the pinnacle of ...
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Apr 12Q1 2017 Market Commentary
First Quarter 2017 Key Takeaways Global equities greeted the new year with the same degree of élan with which they closed 2016. Emerging‐market stocks led the ...
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Mar 27In an Era of Low Returns, Investors Need to Save More
It’s well documented that most Americans have not saved enough for retirement. Consequently, there have been considerable efforts made to persuade workers to maximize their participation ...
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Feb 7Investors Need to Understand Their Risk
Investors Need to Understand Their Risk Understanding your risk tolerance is complex, and the standard questionnaire provided by financial planners may not capture an accurate picture. ...
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Jan 24Q4 2016 Market Commentary
2016 Year-End Key Takeaways Global stocks performed well both in absolute terms and relative to core bonds this year, with U.S. stocks again taking ...
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Jan 18When Should You Claim Social Security?
Of all the questions our clients face, this is certainly one of the most perplexing. Timing when to claim social security benefits has a significant and permanent ...
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Dec 7Alternative Investment Strategies Meet Traditional Goals
After a 30‐year bull market for bonds an d a strong, multiyear recovery for equities, many investors are wondering w hat lies ahead. One thing is for certain : ...
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Oct 13Q3 2016 Market Commentary
Key Takeaways Despite numerous uncertainties, including a U.S. pesidential campaign that continues to unfold as the most unconventioal in recent memory, the S&P 500 Index rose ...
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