Videos

Check out Jeff’s video as he details the popular ‘Jelly Bean’ chart to give perspective on the importance of diversification in portfolios.   Click Here to see the ‘Jelly Bean’ chart that is referenced in the video.

You hear the phrase, “That was in a trust”, but what exactly is a trust. Jeff Sr. details what is a trust in this Rapid Fire video. Click below to share. Share on Facebook Facebook Share on Linkedin Linkedin Share on Email Email

Roth Conversions are a common Tax and Estate Planning technique. Converting Structured Investments from IRA’s can provide a unique advantage for planning purposes. Check out Jeff’s video to hear why. Structured investments are not suitable for all investors. They involve a variety of risks, and each investment will have its own unique set of risks…

The average midterm election year correction is a buying opportunity. Check-out Jeff’s video as he details JMG WEALTH’S thoughts on the mid-terms & the markets. Please CLICK HERE to access the slides used in the video. Click below to share. Share on Facebook Facebook Share on Linkedin Linkedin Share on Email Email

If you have charitable intent AND have required minimum distributions, do not write checks with after-tax dollars. Instead, use a QCD and never pay tax on the distribution. Click below to share. Share on Facebook Facebook Share on Linkedin Linkedin Share on Email Email

Jeff Sr. discusses “time in the market” versus “timing the market” during times of volatility.   Click Here to access the slides referenced in the video. Click below to share. Share on Facebook Facebook Share on Linkedin Linkedin Share on Email Email

With the market causing angst for many, click to hear JMG Wealth’s thoughts. Click below to share. Share on Facebook Facebook Share on Linkedin Linkedin Share on Email Email

JMG Wealth looks at the longer term and we look at where to re-position to confirm our clients are in a good position coming out of a recession. Click below to share. Share on Facebook Facebook Share on Linkedin Linkedin Share on Email Email

There is an overload of stock market news, but what about the bond market? Click below to share. Share on Facebook Facebook Share on Linkedin Linkedin Share on Email Email

Jeff Sr. details his review of the current markets and where JMG Wealth thinks we are headed. Click below to share. Share on Facebook Facebook Share on Linkedin Linkedin Share on Email Email