1st Quarter 2023: Markets Show Resilience to Start 2023
Markets Show Resilience to Start 2023! The S&P 500 kicked off 2023 with a first quarter total return of 7.5%. Bonds also delivered mostly positive returns last quarter, as interest rates declined, and credit spreads remained relatively tight. It appears investors are expressing optimism that moderating inflation, combined with “better than feared” corporate earnings results, […]
4th Quarter 2022: Opportunity Set is Growing Despite Fears
Bonds are Back! As we highlighted last quarter, we believe the interest rate increases and inflation fears of 2022 have created an attractive opportunity for bond investors for 2023 and beyond. Indeed, being a prudent and diversified “lender” to the Federal Government, corporations, and municipalities now provides investors with the potential to earn mid-to-high single […]
3rd Quarter 2022: Looking Beyond Risks
Looking Beyond the Risks “When you see only problems, you’re not seeing clearly.” – Phil Knight, Shoe Dog: A Memoir by the Creator of Nike As we begin the final quarter of 2022, the markets and the economy are still facing numerous challenges from persistent, high inflation, ongoing Fed rate hikes, and geopolitical instability. The […]
2nd Quarter 2022: Inflating Worries
Firm Highlights JAG Achieves Third Party Veteran Owned® Business Certification JAG is proud to announce that we have achieved third party certification as a Veteran Owned Business from the National Veteran Business Development Council (NVBDC). The NVBDC is the leading certifying authority for businesses to ensure valid documentation of veteran status, ownership, and operational control. […]
1st Quarter 2022: Stormy Weather
Firm Highlights Welcome John! John Krueger joined JAG as a Junior Equity Research Analyst with a focus on cyclical and consumer-oriented companies. John previously was an investment banking analyst at Cornerstone Business Services. John earned a BS in Business Administration and a Master of Accountancy, Taxation, Accounting from The University of Arkansas, Sam M. Walton […]
4th Quarter 2021: Retrospectives and Perspectives for The New Year
Firm Highlights Welcome George & Adam! George Margvelashvili, CFA® joined JAG as an Equity Research Analyst focusing on companies within the technology sector. George previously worked at Fisher Investments as a research analyst primarily covering semiconductor companies. Prior to joining the investment management industry, George was a professional chess player and in 2010 was awarded […]
3rd Quarter 2021: Ch-ch-ch-changes
Firm Highlights Welcome Kate! Kate Hurt has joined JAG as Senior Vice President of Operations. Kate will work closely with JAG’s CEO and senior leadership to drive continued operational excellence throughout our firm. JAG’s new website will launch in early November. Please explore all the new information, enjoy the beautiful images, and share with your […]
2nd Quarter 2021: Celebration(ish) Economy
Firm Highlights Five interns are working for JAG this summer on various projects. They hail from Washington University, Southern Methodist University, Saint Louis University, Southern Illinois University Edwardsville, and Miami University/Ohio. JAG’s Chicago office has expanded and moved to Chicago’s iconic and beloved Wrigley Building at 400 North Michigan Avenue. We welcome visitors! Celebration(ish) Economy […]
1st Quarter 2021: Spring Has Sprung!
Firm Highlights Last quarter, we welcomed two new members to the JAG team: Senior Fixed Income Analyst Cynthia Ma (St. Louis office) and Junior Equity Research Analyst Tucker O’Neil (Chicago office). Our new 3-minute cinematic videos of six members of the JAG team convey our personal values as well as insights about the firm. JAG Video […]
4th Quarter 2020: Happy (Finally!) New Year!
Firm Highlights JAG continues to make long-term investments in our clients and our future growth. Last quarter, we welcomed two more members to our JAG Team. Wealth Advisor Connor Pastoor joined our Chicago office bringing with him a wide range of wealth management experience in investment management, financial planning, and intergenerational wealth transfer advice for […]