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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

Tips to Help Teach Your Children About Money

  • November 22nd, 2017

BAM ALLIANCE member Stuart Vick Smith offers five tips for helping to teach your kids about money. As parents, we continually struggle to pass knowledge on to our children. Unfortunately, sometimes financial knowledge is left off the list or lost in translation. To prevent that happening, consider the following five tips to help teach your…

To Be a Retirement Savings Pro, Act as if ‘Someday’ Is Today

  • November 22nd, 2017

Can we better save for retirement by acting as if that “someday” is today? While on vacation recently in the Abaco Islands, on the outer rim of the Bahamas, I found myself on an important mission: taking the golf cart to the local market to restock our dwindling supply of the necessary ingredients for piña…

The Guide to Happy Giving

  • November 22nd, 2017

The giving season is here, so we’re revisiting some tips from Tim Maurer on how to transform one of the more stressful elements of this time of year into something more fulfilling.The Guide to Happy Giving

©2017 JMF Capstone Wealth Management