Through a disciplined, comprehensive approach to wealth management we strive to help clients Build, Manage, Preserve, and Transition Wealth. Comprehensive wealth management involves much more than investments. That’s why we’ve built a team of 10 wealth management professionals with 4 CERTIFIED FINANCIAL PLANNERS ™ and over 160 years of combined experience to offer an all inclusive range of wealth management services. In today’s uncertain times that’s what it takes to successfully navigate retirement. You only get one chance to do it right.
Retirement Readiness: Budgeting Basics
In this episode, Andrew Boyles and Drew Almy from Unified Trust Company get back to the basics of budgeting. Our Retirement Readiness Series which was launched earlier in 2020 is focused on providing relevant information to individuals who saving for retirement and participating in retirement plans that our team consults on.
Don't Mix Your Politics With Your Planning
Listen in as Mark Eibel of Russell Investments presents our most recent Capital Market Outlook. He discusses the election, answers the number one question he’s been getting from advisors and investors around the country, and reminds us why it’s wise to not mix politics with planning. He wraps up with a preview of what Russell is looking ahead to in the coming year. Recorded on Friday, October 23rd, 2020.
The November Advisor Roundtable
Shawn, Josh, and Andrew sit down the morning after the election to unpack the events of November 3rd and what investors need to know. Jacqueline Rowe also makes a guest appearance to talk about Affordable Christmas – a charitable event sponsored by Hope House that our team and clients will be participating in over the next few weeks.
The October JPR Advisor Roundtable
This month on the Advisor Roundtable, Drew, Shawn, Josh, and Andrew get together and discuss the markets ahead of the Presidential Election, talk through some year end tax planning strategies and provide and update on The JPR’s Groups return to the office.
Enhancing Your Charitable Giving Through a Donor Advised Fund
Andrew Boyles chats with Jacqueline Rowe about Donor Advised Funds and the unique charitable and year-end tax planning opportunities they can offer. They discuss the whitepaper that Jacqueline recently published on this topic, covering the basics of DAFs, the most advantageous types of assets to contribute to a DAF, and a strategy for maximizing the tax benefits of a donation to a DAF. They wrap up the conversation by detailing the characteristics of a client for whom a DAF might make sense.
Whitepaper referenced here: https://s3.amazonaws.com/static.contentres.com/media/documents/8298621e-cd64-4b69-bdbb-17119389b2ad.pdf
Leaving Money on the Table: Why Many People Take Social Security at the Wrong Time
In the episode, Drew and Andrew sit down to talk about the complexities of Social Security and a common mistake that many people make when filing for Social Security. They go over several key considerations that everyone should think about before deciding to file for Social Security and an analysis tool our team has to help evaluate different filing scenarios.
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Good questions with great hosts
If you’re looking to increase your personal finance acumen and learn how to increases your wealth, then you’ll enjoy these bite sized episodes of knowledge.
The charitable deductions episode on Donor Advised Funds was excellent.
If you give to an NGO or even tithe regularly at your church, this episode alone can save you thousands of dollars.
This is great!
I love listening to JPS wealth podcasts! Very informative and always great topics!