Blog
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.
Decaf with David
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...
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7 Reasons to Think About Medicaid – Even If You Have Money and a Solid Financial Plan
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.
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Navigating in Interesting Times: Inflation, the Fed and the Bear Market
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.
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2022: A Year of Cautious Optimism
Here are some of the developments our team has been tracking, along with how they could impact the markets going forward.
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The Role of Sentiment Analysis in Investment Decision-Making
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.
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2021 Market Analysis
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.
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Market Update
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,
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Create a Donor-Advised Fund to Establish a Charitable Legacy and Reap Tax Benefits
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.
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New Faces, New Places
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...
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Updating Your Estate Plan Provides Greater Peace of Mind
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...
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Invest in Your Values with ESG Funds
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...
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