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Category: Articles

Articles that explore investing through experience, discipline, and perspective- focused on long-term thinking over short-term noise.

The First Quarter Tax Moves That Matter Most

First quarter tax planning is one of the most impactful ways to shape your financial year ahead. As the new year begins, early tax strategies can provide more flexibility, reduce your overall liability, and help you stay proactive rather than reactive. Too often, taxpayers wait until late in the year (or even until filing season) […]

Finding the Right Active Investment Manager in St. Louis

Finding the Right Active Investment Manager in St. Louis Choosing an active investment advisory firm is an important decision, particularly for investors who value ongoing oversight, risk management, and professional judgment rather than purely passive strategies. The St. Louis region has a long-standing presence in active investment management, serving individuals, families, institutions, and intermediaries across […]

The Case for Active Investing in Today’s Market

At JAG Capital Management, we actively manage equity and fixed income portfolios for institutions and individuals with a long-term perspective and a disciplined investment process. While investment discussions are often framed as a binary choice between active and passive approaches, we believe the decision is more nuanced and highly dependent on market conditions, investor objectives, […]

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eMoney

eMoney is an industry-leading financial planning platform designed to help advisors, planners, and RIAs deliver personalized, comprehensive financial advice to clients across all stages of life.

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Nitrogen

Nitrogen is a client-engagement and advisor platform built to bring clarity, quantification, and alignment to risk tolerance and portfolio construction. It uses a proprietary system that simplifies risk into a single, objective metric — the Risk Number® — allowing advisors and clients to speak the same language about risk, rather than relying on vague, subjective labels like “moderate” or “aggressive.”

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Important Notice

This document contains investment performance information and is intended solely for Institutional Investors and Financial Intermediaries.

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  • An Institutional Investor (as defined by applicable securities laws), or
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This material is not intended for retail investors and should not be distributed or relied upon by any person other than the intended audience. Performance data presented may be based on past results, which do not guarantee future performance.

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