Jamison Private Wealth Management

01/29/2025

We are glad to support a great organization like the Connections Education Center of the Palm Beaches!

Thank you, Jamison Private Wealth Management, for joining us as an Advocate Tent Sponsor for the 2025 Connections Hearts & Hands Gala coming up Saturday, Feb. 8, 2025, at the National Croquet Center.

We look forward to celebrating 10 Years of Transformation at this impactful event! Join us by reserving tickets today through link in bio or here: https://e.givesmart.com/events/EZb/

Be part of this milestone celebration and make a difference for local students and adults with autism!

08/18/2023

We are pleased to introduce Jack Miller, our newest Wealth Advisor at Jamison Wealth! Jack will be working closely with Bobby and Peyton, further enhancing our services and solidifying our commitment to deliver exceptional financial solutions to our valued clients.

Prior to joining JPW, Jack graduated Magna Cum Laude with Honors from the University of Georgia, where he earned a B.B.A. in Finance, minor in Political Science, and certificate in Entrepreneurship. Jack's commitment to making a positive impact in the lives of those in his community aligns perfectly with our core values. We firmly believe that Jack's fresh perspectives, combined with Peyton's long-standing knowledge of his capabilities, will bring new insights and a valuable dynamic to our team.

Jack is currently registered as an Investment Adviser Representative and is working to attain his CFP® certification.

03/24/2022

ICYMI: Yesterday, Gov. Kemp signed HB 1302 into law which provides a tax refund to all eligible Georgia taxpayers.

From the Press Release:

“HB 1302 will provide for a one-time tax credit for taxpayers who filed income tax returns for both the 2020 and 2021 taxable years. Once a qualified taxpayer files an individual income tax return for tax year 2021, the Georgia Department of Revenue will automatically credit the taxpayer with a one-time refund amount:

* Single, Married Filing Separate - $250.00
* Head of Household - $375.00
* Married Filing Joint - $500.00

Taxpayers who have already filed their taxes for tax year 2021 will not need to adjust their tax returns. Those eligible taxpayers will receive their refund in the manner they indicated on their tax return (paper check or direct deposit).”

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Press Release:

HB 1302 FAQs:

Local, state, and federal government websites often end in .gov. State of Georgia government websites and email systems use “georgia.gov” or “ga.gov” at the end of the address. Before sharing sensitive or personal information, make sure you’re on an official state website.

09/28/2020

Times have never been tougher for so many in 2020, especially when it comes to your money. There are some big changes this year regarding 401(k) withdrawals. You may or may not be a candidate to consider this option if you are having trouble making ends meet. Read more below and reach out to us for more information.

If you do tap your savings, remember to craft a new retirement plan when you are able to begin saving again.

09/01/2020

We have all had to adjust to the "new normal" to get through this pandemic. Hundreds of millions of people are working from home, so the opportunity to reach people online has never been greater. If you're a small business, you should jump on this.

Safety measures prompted by the pandemic should convince brick-and-mortar shops to experiment with e-commerce

06/21/2020

An economic crisis can be devastating for anyone, but if you can make good financial planning choices and be prepared for an emergency, it might ease the stress when this happens. Read more here.

You need to be ready in case another crisis occurs.

05/14/2020

Proud to support the Milton Choral Association!

We ❤️ our business partners!! Show your support for a chance to win!! Drawings each week!

It's so easy to enter:

1. Visit or purchase from MCA Business Sponsor

2. Take a selfie with what you got!

3. Post to Facebook or Instagram

4. Tag Us! FB: Insta: (in photo)

5. You’re entered to win restaurant gift cards and prize packs! Drawing each week from posts.

05/07/2020

Sharing some good information from Reuters which has weekly updates, as many people are navigating the tough financial times due to COVID-19.

U.S. jobless claims have exceeded 30 million since the coronavirus outbreak hit the country, wiping out a decade of job gains and sending many Americans scrambling to find work and cash in on government aid.

05/06/2020

Founded in 1988 around the underlying principles of honesty, transparency, and putting clients first, Jamison Private Wealth Management has been counted on for over 30 years to guide the financial futures of their clients, and they can continue to count on us for years to come.

02/13/2020

Valentine's Day is here, but don't be fooled by online scammers pretending to offer you a sweetheart deal.

Valentine's Day is the time of year that cyber criminals like to play Cupid, and you are the object of their affections, a security firm says.

01/31/2020

We're keeping close watch on the Dow Jones industrial average which is taking a big drop today.

U.S. stocks fell broadly on Friday amid ongoing uncertainty about the potential economic impact of the virus outbreak that originated in China.