JAG Financial Management Group

06/29/2023

Worried about taxes? Municipal bonds can help you keep more of what you earn. We can discuss why municipal bonds may make sense for you, even if you aren’t in the highest tax bracket.

06/27/2023

From investments aligned with personal values to embracing technology, learn how Gen Zers and younger millennials can start building a portfolio that works for them.

It starts with trusting the process. The good news is Gen Zers and younger Millennials are on their way, a new study says.

06/26/2023

Although job openings across the U.S. economy have been declining, overall numbers remain above pre-pandemic highs.

06/23/2023

Changing jobs? Together, we can evaluate your 401(k) options and determine what's best for your long-term plans

01/20/2022

A lackluster start for Q4 earnings. Ameriprise Chief Market Strategist David Joy discusses bank earnings and Omicron implications for inflation, oil.

01/18/2022 David Joy It turns out that December wasn’t a very good month for the U.S. economy. The combination of the Omicron variant and higher inflation conspired to keep activity subdued. Retail sales suffered a far larger decline than anticipated, dropping 1.9 percent. And industrial productio...

10/11/2021

Understanding your risk tolerance level can help you feel more confident during market ups and downs. If you don't know your risk tolerance, or if you think it has changed, let's talk.

09/28/2021

Asset allocation allows investors to balance risk and reward across a variety of portfolio asset classes. Let’s review your investments and ensure they’re aligned to your time horizon and tolerance for risk.

09/27/2021

Should you favor mature companies or newer ones in a portfolio? Ameriprise Equities VP Justin Burgin discusses how a blend of both could benefit you.

In the debate between value and growth, both camps have solid views. A blended approach could help.

06/17/2021

When you retire, you may spend more than you plan for due to added lifestyle expenses and inflation. Let’s connect and make sure you’re prepared.

06/10/2021

A disability or illness could require you to retire earlier than planned. Together, we can build a plan that protects your assets – even if the unexpected happens.

06/03/2021

If you are concerned about the uncertainty of Social Security retirement benefits, we can work to add flexibility into your personalized retirement income plan.

05/27/2021

While Medicare covers some health care expenses in retirement like doctor visits, other routine care like eye exams won’t be covered. Let’s connect and make sure you’re prepared.