New Scam Alert From Schwab

February 27, 2024

Schwab has notified us of a new scam involving search engine optimization (SEO). Please see their advisor alert below. Search engine optimization (SEO) scams are targeting your clients Scammers are using search engine optimization (SEO) to create fake websites that ...

read more

JTAM Interviewed by Inside Public Accounting

November 10, 2023

We were honored to be interviewed recently by Inside Public Accounting for a story about accounting firms expanding their offerings. With the creation of Jackson Thornton Asset Management almost 25 years ago, we were able to share our experience and advice ...

read more

Great Info from Our BC/BS Medicare Webinar

October 5, 2023

We were pleased to host Patty McDonald with Blue Cross Blue Shield of Alabama recently as she shared the latest information on Medicare. Please click on the links below for a recording of the very informative webinar as well as ...

read more

Am I Going to be Okay?

July 12, 2023

I’m fortunate to be one of many in this country who had a child that graduated this year. While my daughter received her master’s degree, other children have graduated from college, high school and even kindergarten. As parents (and grandparents), we ...

read more

SECURE 2.0 Act of 2022: The New Law Has Something for Everyone for Retirement

April 27, 2023

The SECURE 2.0 Act is now law. Some of the changes made will be effective immediately, while other changes will take effect in 2024 or beyond. SECURE 2.0 included a wide range of changes to retirement provisions designed to increase ...

read more

My Social Security Account

June 23, 2021

I wonder if anyone is like me – and I’m speaking from a personal experience. In viewing my Social Security account this year, I discovered that my Social Security Number was issued in my nickname rather than my legal name ...

read more

Patience

June 23, 2021

When most Americans think about the greatest investors in history, the names that will always appear near the top of the list are Warren Buffet and his partner Charlie Munger.  But did you know that 40 years ago they had ...

read more

David Booth on Value and Values

August 7, 2020

History shows that you can’t time stock market returns. Dimensional founder, David Booth explains that to capture the market’s historical premiums, you have to be patient.  Click on the link below to watch the five minute video. David Booth on ...

read more
Sign-up for our e-Newsletter