Archive for January 2024
Government Debt and the Normalization of Interest Rates
INVESTMENT COMMITTEE COMMENTARY January 2024 Stocks had mixed performance in January. Repeating a theme from 2023, U.S. large cap growth and technology sector stocks had positive performance while the broader U.S. stock market had modest or negative total returns. Entering 2024, stock valuations were elevated due to strong sentiment and high investor expectations. With that…
Read MoreJMG Announces New Principals
We’re pleased to announce that the following individuals have been promoted to Principal at JMG Financial Group. Each of these individuals have been critical to the recent growth of our firm. “It is a privilege to represent an organization who embodies unwavering care, loyalty, and integrity towards employees and clients. I appreciate the opportunity JMG has…
Read MoreWhat Does the Upcoming Expiration of the Tax Cuts and Jobs Act (TCJA) Mean to You?
What is the Tax Cuts and Jobs Act (TCJA)? The TCJA, which was passed in 2017, made significant changes to individual income taxes by: expanding income tax brackets, lowering tax rates, doubling the estate tax exemption and the standard deduction while limiting what could be itemized, along with other changes. The law took effect on January…
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