1st Quarter 2022: Stormy Weather

A cartoon showing a man in the US filling up his car with gas and the caption: I can't believe the high price of gas! Next to a cartoon of a young mother carrying her baby and young son with the caption: But It's Nothing Compared to the Cost of Freedom

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 College of Business. He is a Level III Chartered Financial Analyst (CFA®) candidate and regularly attends CFA Society meetings.

Stormy Weather

As most of us are aware, the current European land war involving a nuclear-armed nation is unprecedented. Although much of the world has united to effectively “cancel” the entire Russian economy from the global community, Russia’s vast oil, gas, and agricultural resources add enormous complexity to the situation.  According to Reuters and other sources, Europe relies on Russia to provide 35% of its natural gas. This means that Russia’s ostracization is thus far incomplete.

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Important Notice

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

By clicking "Accept" below, you confirm that you are:

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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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.

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.”

Important Notice

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

By clicking "Accept" below, you confirm that you are:

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.

If you do not meet the qualifications above, please click "Decline" to return to the homepage.

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