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Looking for the latest information on wealth management, charitable giving, and more? Our blog will provide you with news and insights on timely wealth management topics. Written by our own team of experts, our thought leadership gives you the perspective you need for planning beyond a lifetime.

Tuesday, September 28, 2021

As we near the close of the third quarter of 2021, we are on the verge of completing the sixth consecutive quarter of positive returns for the S&P 500. This sustained, 18-month growth in the markets comes as we approach the fourth quarter,

Monday, September 27, 2021

If you wish to have a lasting impact for charitable giving, you may want to create a donor-advised fund (DAF). A DAF is a private investment fund or account that is administered by a third party to manage charitable donations.

Tuesday, August 24, 2021

Whether it’s summer or the pandemic subsiding – there’s fresh energy at JK Investment Group! We have some great news to share with you: Maura Mueller joins the firm as a registered Client Service Associate. Maura...

Thursday, August 5, 2021

The COVID-19 pandemic has made us all aware of how the world can change in an instant. Many suffered the loss of a spouse, family members and close friends. Some families were ill-prepared to deal with the urgent need to make critical...

Wednesday, August 4, 2021

With climate change, social change, and ethical business practices taking center stage in the news, it’s no wonder that socially responsible and ethical investing is growing in popularity among investors. The good news is that...