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Showing 251 to 260 of 297 results for Succession

  • Mortgage Pre-Approval: Everything You Need to Know

    Obtaining a mortgage-preapproval is crucial for prospective homebuyers. Learn the four simple steps of the mortgage pre-approval process, along with answers to your homebuying questions.

  • Stocks Post-Election

    Kelsey Ellsworth shares her insights on the markets' excitement over potential big changes in Washington, suggesting it may be overdone. However, there are a few policy changes we are keeping an eye on. Learn more here.

  • Why Financial Plans Accommodate Unlikely Outcomes

    Stock market volatility is common and cannot easily be avoided. We know selloffs are going to happen. Unfortunately, we do not know when they will happen. The financial planning process needs to consider and plan for the worst case and other potential but unlikely events.

  • Optimists Win Again

    “Save like a Pessimist, Invest Like an Optimist” has proven correct time and again in the first half of 2025. This week’s Wealth Insights covers what that markets have overcome and the reasons to stay optimistic:

  • Learn from Michelle Kwan: Avoid the Destructive Power of Comparative Thinking

    If you were to ask someone, “Would you be happier winning an Olympic silver medal or a bronze medal?” you’d probably be told, “Silver.” Yet several scientific studies have shown that bronze medal winners are almost twice as happy with their accomplishments as silver medal winners.

  • The Noise: Investing Amidst Uncertainty

    In this week’s Wealth Insights article, CIO Dominic Ceci, CFA shares in a time of constant noise, the most prudent thing to do is to “Let your principles and goals be the rock, unmoved by the crashing waves of endless noise.”

  • Achieving Financial Independence: A Comprehensive Guide

    Unlock the path to financial independence with our comprehensive guide. Explore effective strategies to build wealth, manage your finances and achieve financial security.

  • Tax Prep Simplified: Your Stress-Free Checklist for Tax Season

    Discover how to prepare for taxes with our comprehensive checklist. Stay organized and stress-free this tax season with our guide.

  • Equities Positioned for Most Likely Scenarios

    In this week’s investment commentary, VP Wealth Portfolio Manager Kelsey Ellsworth, CFA outlines JFG’s equity positioning—balanced between growth and value (which implies underweight the Mag 7) and overweight large-cap stocks. The investment committee’s sees mild recession and soft landing as the most likely scenarios.

  • Key Factors in Choosing the Right Investment Advisor

    Finding an investment advisor who is right for you is a critical financial decision, and it can be complicated.

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