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


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


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 offered through PWA Securities, Inc., member FINRA/SIPC.

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