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The Age of AI: Ready or not, here we go!
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
Read MoreJBW Recharge!
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,...
Read MoreSECURE Act 2.0 - High Level Summary
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...
Read MoreCharting New Waters: 2023's Investment Landscape
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...
Read More3 Considerations for a Meaningful Giving Strategy
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...
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Do You Feel Called to Philanthropy?
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...
Read MoreHow to Manage a Large Inheritance: 7 Considerations
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...
Read MoreReflecting on 2021 as Markets Stumble in 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....
Read MoreIs Your Ladder on the Right Wall?
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...
Read More6 Ideas for Charitable Giving in 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...
Read MoreIs your estate plan in good order? Consider these 6 things.
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...
Read More7 Ways to Help Protect Your Data and Financial Assets
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...
Read MoreThe Second Most Important Thing You Can Teach Your Children or Grandchildren
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...
Read MoreThe Less-Traveled Road to Financial Freedom
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...
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