Contact us

1st Quarter 2024: Time Flies

Reflecting on 25 Years

March 8th marked the 25th anniversary of my first day at JAG. In early 1999, my wife Chris and I had just turned 30 years old. Back then I thought I knew a fair amount about investing. More than two decades later, I realize that successful investing goes hand-in-hand with lifelong learning. Here are a few things I have learned:

  • Successful Investing is simple, but far from easy.
  • Preparation trumps prediction.
  • Costly over-diversification is rampant in the investment industry.

Read More…

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:

  • An Institutional Investor (as defined by applicable securities laws), or
  • A Financial Intermediary accessing this information in the course of your professional duties.

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.

Accept
Decline

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:

  • An Institutional Investor (as defined by applicable securities laws), or
  • A Financial Intermediary accessing this information in the course of your professional duties.

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.

Accept
Decline

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.

Ok

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.”

Ok

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:

  • An Institutional Investor (as defined by applicable securities laws), or
  • A Financial Intermediary accessing this information in the course of your professional duties.

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.

Accept
Decline

You are now leaving

www.jagcap.com

CONTINUE
Cancel