Helping Clients Stay Invested Through Market Uncertainty
Sometimes doing something feels better than doing nothing. Market uncertainty has a way of making patience feel uncomfortable, and in those moments, helping clients stay invested is some of the most valuable work a financial advisor does. When volatility rises and headlines grow harder to ignore, investors naturally start asking questions. Should we reduce risk? […]
Passing It On: A Field Guide To How Your Accounts Actually Transfer
When you picture who inherits your accounts, it is natural to think first of your will. Yet for many accounts, a beneficiary form can quietly override your will, and so can the way the account is titled. That raises an obvious question: how does each of your accounts actually transfer? This is the field guide. […]
JAG Fixed Income Thematic Insights: Q3 2026
Boring Explanations for a Loud Market The benchmark 30-year Treasury yield sits above 5%, long government bond yields across the developed world have reached multi-decade highs, and US federal debt crossed $40 trillion. These facts arrived close enough together to be treated as one, and much of the commentary treats them that way. The repricing […]
Passing It On: The Form That Overrides Your Will
Picture someone who did everything right. They hired a good attorney, drafted a thoughtful will, funded a trust, and put their affairs in careful order. Years later, their largest account, a retirement plan built over a lifetime, passed to a former spouse. Not because of anything in the will. Because of a single form, filled […]
JAG Growth Equity Thematic Insights: August 2026
Large Language Models and the Race to Cheaper Intelligence A year after DeepSeek drew investor attention to lower-cost frontier AI models, Chinese AI startup Moonshot reignited the debate with the launch of its newest large language model (LLM), Kimi K3. While the model still trails the strongest proprietary offerings from Anthropic and OpenAI, the performance […]
Teaching Kids About Money: Lessons That Compound
“Someone’s sitting in the shade today because someone planted a tree a long time ago.” Warren Buffett Ask a room of parents to name the most valuable thing they hope to pass on to their children, and money rarely tops the list. Character, curiosity, and resilience usually come first, as they should. But a close […]
A New Tool in the Toolbox: What Trump Accounts Mean for Young Families
Every parent who has opened a 529 plan knows the feeling. You are trying to give your child a head start, but you will not know for decades whether it worked. This July, families got a new option to help with that head start: Trump Accounts for kids. Here is what the new accounts are, […]
Why “Are You a Fiduciary?” Is No Longer Enough
“Are you a fiduciary?” is an important question, but it is not a complete due-diligence process when deciding on a financial advisor. For example, asking if your adviser is a St Louis fiduciary advisor helps clarify legal obligations, but it does not by itself tell an investor whether the adviser has the right expertise, reasonable […]
Knowing What Not To Own: The Overlooked Advantage of Active Management
Active management is often described as a search for winning investments. That is only half the job. A disciplined manager also decides what not to own, what risks not to accept, and when a popular investment no longer deserves a place in the portfolio. In many markets, avoidance is less visible than selection. There is […]
Quarterly Comments Q2 2026: From Hormuz to Handshake
Firm Highlights Living Our Values: Chrissy Prinster Congratulations to Chrissy Prinster, honored this quarter for embodying JAG’s Collaborative core value. Since joining JAG as a Client Service Coordinator in 2024, Chrissy has grown into a valued member of our team. She seamlessly handles client service responsibilities, improves and documents cross-department workflows, and collaborates daily […]