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 […]
Third Quarter Tax Moves That Matter Most: Time For a Mid-Year Tax Checkup
As the third quarter begins, many individuals and business owners are focused on vacations, growth initiatives, and preparing for the second half of the year. Third quarter tax planning is rarely top of mind, but it should be. July through September is the ideal time for third quarter tax planning. With six months of financial […]
Financial Scam Prevention: 7 Common Scams Every Investor Should Know
Sound investing takes patience, discipline, and the right counsel. But effective financial scam prevention requires one more thing: knowing that the greatest threats to your wealth do not always originate in the market. Scammers have grown remarkably sophisticated, exploiting technology, social media, personal relationships, and your instinct to trust. No investment strategy guards against them. […]
JAG Growth Equity Thematic Insights: June 2026
“Any year that you don’t destroy one of your best-loved ideas is probably a wasted year.” – Charlie Munger Let’s start with a truism: successful long-term investing rewards conviction. Almost by definition, the businesses worth holding for years or decades are the ones that prove to be transformational and dazzlingly successful. With the benefit of […]