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Market Insights

JTAM Named to CNBC’S Top 100 Financial Advisors List

  • October 18th, 2021
  • Market Insights

We’re pleased to announce that we have been named to CNBC’s 2021 Top 100 Financial Advisors list. From an initial list of more than 38,000 firms considered, we were ranked 79th of the Top 100 firms across the US. “We are honored to be included in CNBC’s Top 100,” said Thomas Bedsole, President of JTAM…. Read More


  • June 23rd, 2021
  • Market Insights

When most Americans think about the greatest investors in history, the names that will always appear near the top of the list are Warren Buffet and his partner Charlie Munger.  But did you know that 40 years ago they had another partner named Rick Guerin?  The three made investments together in the 70s, but then… Read More

My Social Security Account

  • June 23rd, 2021
  • Market Insights

I wonder if anyone is like me – and I’m speaking from a personal experience.  In viewing my Social Security account this year, I discovered that my Social Security Number was issued in my nickname rather than my legal name (that is what happens when you apply for your SSN at 14 years of age so you… Read More

COVID-19 Update from JTAM

  • March 18th, 2020
  • Market Insights

Dear Clients: We are living through an event never experienced during our lifetimes. The coronavirus (COVID-19) is disrupting the routine of our daily lives. We are all adjusting our schedules, routines, and work locations to protect the well being of each other and doing everything we can to keep our lives as normal as possible…. Read More

Coronavirus and Market Declines

  • February 28th, 2020
  • Market Insights

As the Coronavirus spreads, it’s impact is being felt in many ways around the world. Please click here to read an article from Buckingham Strategic Partners and view a chart detailing market reaction after past epidemics. Please click here for a timely update and perspective from Dimensional Fund Advisors.

Tuning Out the Noise

  • November 7th, 2018
  • Market Insights

Dimensional Fund Advisors believe that the right financial advisor plays a vital role in keeping investors focused on what really matters.  Click on the link below to watch the short 2 minute video. Tuning Out the Noise

New Medicare Cards | What You Need To Know

  • April 20th, 2018
  • Market Insights

New Cards Increase Identity Protection, But Also Fraud Attempts Beginning in May, the Centers for Medicare & Medicaid Services (CMS) will begin mailing new identification cards to beneficiaries. The Medicare cards have been redesigned to help reduce the potential for identity theft — Social Security numbers and other personal information have been removed and now… Read More

Behavioral Biases – The Demon of Investing

  • April 19th, 2018
  • Market Insights

An advisor’s job is just as much about helping clients control their investing bias and emotions as it is about building and managing an appropriate portfolio.  Here are five traits we see: Anchoring Bias – It occurs when you fix on or “anchor” your decisions to a reference point, whether or not it’s a valid… Read More

Wrapping Up One Year and Beginning Another

  • January 2nd, 2018
  • Market Insights

Financial check-ups much like medical check-ups serve an important purpose. To ignore either may place a person in peril.  So let’s get started: Are the provisions of your will current?  Do they accurately reflect your current intentions for disposing of your assets? Are your beneficiary designations for retirement plans, IRAs, life insurance, etc coordinated with… Read More

Food For Thought…

  • December 21st, 2017
  • Market Insights

“You only get one mind and one body. And it’s got to last a lifetime.  Now, it’s very easy to let them ride for many years. But if you don’t take care of that mind and that body, they’ll be a wreck forty years later, just like the car would be.”   — Warren  Buffett The food… Read More


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