Broker Check


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, February 6, 2024

Last year at this time, many economic indicators were a twisted mess and, despite the Federal Reserve’s efforts to engineer a soft landing, economists were largely aligned in assuming a recession was likely. What a difference a year makes.

Tuesday, February 6, 2024

A Health Savings Account (HSA) is one of the most accessible tax shelters available. Unfortunately, it seems that the purpose of an HSA is commonly misunderstood and as a result, many taxpayers miss out on its most important benefits.

Friday, January 20, 2023

When FTX Trading Ltd. collapsed in November, it was the third-largest cryptocurrency exchange in the world.

Thursday, January 19, 2023

Halfway through last year, I wrote here that we had just entered bear-market territory following the worst six-month period the financial markets had seen in decades.I’d like to be able to report that the second half of the year...

Thursday, January 19, 2023

The overall theme as we embark on a new year is that we’re glad the old one is behind us. That doesn’t mean financial markets have started 2023 dramatically better off.

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Tuesday, August 9, 2022

David Banas, Head of Elder Care with McCarthy Lebit, who penned an article for our upcoming newsletter, will be hosting a Virtual Town Hall this Saturday.  All are welcome to attend.  David has a ton of great knowledge he can...

Thursday, August 4, 2022

In my experience as an elder-care lawyer, most people who have a financial advisor or financial planner don’t give much thought to information about long-term care benefits from Medicaid. They assume it doesn’t apply to them. 

Tuesday, August 2, 2022

There is no formal definition of a bear market, but the accepted understanding is a sustained decline of 20 percent from recent highs. By those terms, we entered bear-market territory in mid-June.

Wednesday, March 2, 2022

Here are some of the developments our team has been tracking, along with how they could impact the markets going forward.

Wednesday, March 2, 2022

By conducting sentiment analysis, investors can unearth attractive oversold positions. If investors’ sentiment toward the markets are pessimistic based on specific news developments, their uneven emotions can drive increased panic selling.

Wednesday, March 2, 2022

While 2021 was a watershed year for the largest S&P 500 companies generally, it also brought to light several developments and opportunities investors will need to account for when developing or modifying their investment strategies.

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...