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  • 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.

  • 7 Financial Rules of Thumb to Follow

    Discover the key financial rules everyone should follow. From 50/30/20 to the pay yourself first rule, learn how to save more, spend wisely and achieve financial freedom. 

  • We Are All Fools—It’s Called Being Human

    This April Fool’s Day, beware of mental tricks like loss aversion, regret aversion, and herd behavior. Joe Maier, JD, shares tips in this week’s Wealth Insights column to help you avoid these pitfalls and keep your emotions in check.

  • Optimizing Cash Flow Through Payment Solutions

    It is amazing what technology has done for businesses of all sizes. Automation for efficiency, accuracy and timeliness can take repetitive work out of your accounting team’s hands and provide the control business finance managers require. Payment systems from credit card processing, purchasing card programs, and other payment services can be integrated into most ERP and accounting software systems. Let’s take a look at what is happening in payments.

  • Don’t try to avoid all emotions. Lean into the right ones.

    You have probably seen articles in the financial press recently about the danger of making “emotional” decisions during the current economic crisis. This theme crops up anytime we have a period of economic uncertainty, as writers weigh in on how investors can avoid making decisions that run contrary to their long-term best interests.

  • 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.

  • Everything You Need to Know About Buying a Second Home

    Whether you’re looking for a vacation retreat, an investment property or a place to retire, this guide provides you with the knowledge needed to buy a second home with confidence.

  • Employer Efforts to Increase 401(k) Participation

    A 401(k) plan is a powerful retirement savings vehicle for employees and also an important employee benefit that serves as a recruitment and retention tool for employers.

  • The Best Ways to Save for College: A Parent’s Guide

    Explore the best ways to save for college with our guide. Understand college-saving tools and tips, along with a chart that breaks down savings by age.

  • Are you saving enough for retirement?

    Here's good news for pilots who are retired or near retirement: we're living longer and are staying healthier than previous generations.

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