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

Financial Decision-Making in an Aging World

  • April 17th, 2019

The risk of becoming more vulnerable to financial abuse as we get older can pose a significant threat to our retirement security. Larry Swedroe explores research into the scope of the problem, and then offers some steps to help guard against it. The World Health Organization reports that by 2050, 2 billion people (22% of…

Market Volatility and Equity Performance

  • November 2nd, 2018

When stock markets drop, it can be tough to see past the pain and recall that your investment plan incorporates such risks. To help you take the long-term view, Chief Investment Officer Jared Kizer puts October’s market moves into perspective. When the stock market drops, it can be tough to see past the immediate pain….

A Guide to Starting Family Financial Conversations

  • November 2nd, 2018

The decisions we make surrounding family wealth and lifestyle planning can oftentimes be uncomfortable. Wealth advisor Jeff Johnson breaks down where and how you might want to start your family’s next important conversation about money. I’ve been a close observer of the way families make, communicate and implement financial decisions for most of the last…

©2019 JMF Capstone Wealth Management