JMS Perspectives

JMS Capital Group Wealth Services


At JMS, we are committed to providing our clients with timely and relevant information in regard to financial markets, the economy, regulatory changes, personal finance and other topics of interest. Please visit us on a regular basis to check out our most up-to-date content.

Research & Commentary


Q2 2017 Market Commentary

- JMS Team, July 2017


Global Politics: Present State of Affairs

- JMS Team, May 2017


The Promise of Good Stewardship: Dan Rooney & ESG Investing

- JMS Team, April 2017


Q1 2017 Market Commentary

- JMS Team, April 2017


Q4 2016 Market Commentary

- JMS Team, January 2017

 

Alternative Investment Strategies Meet Traditional Goals

- JMS Team, December 2016

 

 Q3 2016 Market Commentary

- JMS Team, October 2016

 

Topics of Interest

 

Fiduciary Responsibilities Matter!

- AllianceBernstein, August 2017

 

To Retire With Confidence, Have a Plan

- JMS Team, August 2017

 

Why is the Federal Reserve so Controversial?

- JMS Team, August 2017

 

Stock Buybacks

 - JMS Team, July 2017

 

The Basics of Tax Loss Harvesting

 - JMS Team, June 2017

 

Managing Multiple Accounts - a Taxing Endeavor

 - JMS Team, June 2017

  

7 Reasons a Roth IRA May Be a Good Idea

 - JMS Team, June 2017

 

Medicare Premiums and Copayments

 - JMS Team, May 2017

 

In an Era of Low Returns, Investors Need to Save More

 - JMS Team, March 2017

 

Investors Need to Understand Their Risk

 - JMS Team, February 2017 

 

When Should You Claim Social Security?

 - JMS Team, January 2017

 





 Advisory services offered through JMS Capital Group Wealth Services, LLC, a Registered Investment Advisor. Securities may be offered through PWA Securities, Inc., member FINRA/SIPC.

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