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Achieving Financial and Life Goals

How might taxes impact my savings? Do I have the right insurance should something unthinkable happen?
Does my estate plan reflect my desire to assist my family?

There is a mountain of evidence – including an academic-based investment strategy – that is the foundation of how we scientifically invest our clients’ wealth so they can sleep well at night, focus on what matters most, and ignore the hype of Wall Street.


Learning Center

A Long-Term Perspective on the Stock Market Downturn

  • February 10th, 2018

After years of little volatility, the market’s ups and downs might have you feeling uneasy. But a long-term perspective from Chief Investment Officer Jared Kizer provides some context on the stock market downturn. Prior to Feb. 2, 2018, the stock market had been through a remarkably tranquil period. Since that date, the U.S. stock market…

How to Manage Your Money in 2018

  • February 2nd, 2018

Tim Maurer visits with the TODAY show to discuss managing debt, saving for the future and investing long-term. With markets hitting record highs and a new tax plan in place, there’s a lot in play when it comes to balancing your finances. Tim Maurer visits with the TODAY show’s Sheinelle Jones and Craig Melvin to…

Fixed Income Quick Take: In-State vs. Out-of-State Bonds

  • January 4th, 2018

Fixed Income Advisor Steve Wiechel explains how the fixed income desk determines which is best for each individual client. In-state or out-of-state municipal bonds? Fixed Income Advisor Steve Wiechel explains how the fixed income desk determines which is best for each individual client.   By clicking on any of the links above, you acknowledge that…

©2018 JMF Capstone Wealth Management