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 […]
Growth Investing Is Not the Same as Chasing Hype
“The first principle is that you must not fool yourself, and you are the easiest person to fool.” Nobel laureate Richard Feynman offered this famous warning in a 1974 commencement address at Caltech. He was speaking to a batch of very bright young scientists, but he might as well have been talking to we investors. […]
JAG Fixed Income Thematic Insights: Q2 2026
Not All Bonds Are Created Equal Our colleagues on the equity team recently made a case for the active 60/40 portfolio as one of the more durable frameworks available to investors. We thought it worth picking up where that piece left off. The equity sleeve speaks for itself, but the fixed income sleeve raises a […]
How Sell Discipline Helps Support Portfolio Discipline
Buying tends to get most of the attention in investing. However, developing a strong investment sell discipline can be just as important. A disciplined sell process can help investors avoid emotional decisions, manage risk, and keep portfolios aligned with long-term objectives. Without that discipline, portfolios can gradually become crowded with outdated ideas, oversized positions, or […]
JAG Capital Management Strategies Recognized in PSN Top Guns Awards
JAG Capital Management is proud to announce that multiple firm strategies were recognized in the PSN Top Guns Awards for Q1 2026, highlighting strong performance across both equity and fixed income disciplines. Leading the recognitions was JAG Small/Mid-Cap Growth, which earned 13 Winning Strategy distinctions across five universes and three measurement periods. The strategy was […]
Why Graduation Season Is the Perfect Time to Start a 529 Savings Plan
As high school seniors walk across the stage this spring and prepare for life on a college campus, many families are focused on immediate expenses: tuition, dorm supplies, meal plans, and orientation fees just to name a few. But graduation season is also the perfect reminder that higher education planning does not end when college […]
JAG Growth Equity Thematic Insights: Q2 2026
A Simple Alternative to Alternatives? Many sophisticated investors have incorporated alternative assets into their portfolios to enhance risk-adjusted returns. In doing so, they have accepted reduced liquidity and increased portfolio complexity. The results have been mixed. The 60/40 portfolio structure has been a dominant investment approach for decades, but its forward-looking efficacy has been increasingly […]
A Simple Ratio Worth Watching
Financial analysts often plot the performance of one asset vs. another – they calculate a ratio – when looking for investments with promising potential. One ratio that we have found useful at JAG Capital Management compares the performance of semiconductor equipment firms to semiconductor makers. AMAT is an example of a semiconductor equipment firm while […]