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Monday, January 29, 2024

Last year, financial markets looked shaky in the 4th quarter. By late October, international international stocks were flat, most US stocks were down, and bonds were also down. Just when it looked like we might have a losing year...

Wednesday, November 15, 2023

So you plan to host Thanksgiving this year? For a lot of folks, the thought of hosting can be quite overwhelming! I've found that the key to keeping it low-stress is to plan ahead.

Wednesday, October 4, 2023

We are thrilled to announce that Seattle Harrison has joined our team as the new Director of Getting it Done! With her knack for the nitty gritty and her excitement for efficiency, Seattle will be helping Andy with financial planning, Chris

Monday, July 17, 2023

We’re about to experience another seismic transformation of our economy and world as we know it with the advancement of artificial intelligence (AI). Microsoft co-founder, Bill Gates, had this to say about AI in a recent blog post

Monday, May 15, 2023

Last month, the JBW team met in person for our first annual retreat. It was a time spent reflecting on who we are – both as individuals and as a team, and where we want to be in the future. We were able to dive into our values,...

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Tuesday, January 24, 2023

On December 29, 2022, SECURE Act 2.0 was passed into law. The SECURE Act 2.0 has many more provisions than the original SECURE Act, portions of which do not take effect until next year or later. Some of the provisions still need...

Friday, January 20, 2023

Predicting what the stock market will do is easy. It’s getting the prediction right that’s difficult. If you could tell me what corporate earnings (or net profits) will be for this year and what investors would be willing...

Tuesday, December 13, 2022

In our Insights piece last month titled, “Do You Feel Called to Philanthropy,” we talked about how someone who is philanthropic sacrifices out of love for mankind. Giving of our time, talent, and treasure can bring about...

Wednesday, October 26, 2022

Have you ever sat down and really thought about the purpose of money? What are we supposed to do with it? The world tells us our money is ours to do with it as we please. While we do have free will to make choices, our life will be...

Tuesday, August 16, 2022

You might be grieving the loss of a spouse, parent, or relative who’s recently passed away and left you an inheritance. What do you do with the money? How do you manage it well? If you feel overwhelmed by the responsibility of...

Wednesday, January 26, 2022

At the beginning of this month, I watched the Disney movie Togo with my family. It’s an incredible story of a Siberian Husky who saves the small Alaskan town of Nome from the onslaught of diphtheria among children in quarantine....

Thursday, January 13, 2022

We’ve rung in a new year with new possibilities and the best of intentions. Some of us might want to eat better, exercise more, work on relationships, or something else. Whatever your resolutions may be, the start of a new year...

Thursday, November 11, 2021

Can you recall the joys of Christmas as a child? There’s the excitement of seeing packages under the tree and then we open them with great anticipation. It's not until later in life that we appreciate the even greater joy of...

Tuesday, October 5, 2021

Death is an unpleasant topic to talk about, which is why most people either don’t have an estate plan in place or what they do have needs updating. In fact, only 55% of those 55 and older have a will and a mere 18% have all the...

Tuesday, August 24, 2021

The "olden days" used to be simpler when it came to protecting your sensitive information. You'd store your documents in a safe place and keep your doors locked. Now, everything is digitally stored online and you have to implement...

Wednesday, August 4, 2021

We all want our children and grandchildren to do well in life. The most important thing we can teach our youth is some sort of value system to help them make sense of life and orient them in the right direction. But what else? How do...

Thursday, July 1, 2021

Achieving financial freedom or independence is a goal nearly everyone has. Many associate it with having the financial means to do what you want or even retire early. In fact, the FIRE (Financial Independence, Retire Early) movement has...