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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 friends.

Ch-ch-ch-changes

“We always overestimate the change that will occur in the next two years and underestimate the change that will occur in the next ten. Don’t let yourself be lulled into inaction.”
– Bill Gates, “The Road Ahead,” 1996

This observation by Bill Gates — the founder of Microsoft turned full-time philanthropist — has long been one of our favorites. It accurately captures our human tendency to overestimate the pace of progress in the short run, while failing to anticipate altogether the exponential compounding of advances that will occur long-term. Consider that all the below now-ubiquitous products, services and brands were either unknown or in their infancy a decade ago:

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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.

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.

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