News & Resources

April 2024 Newsletter

April 24, 2024

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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 ...

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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 ...

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JTAM Named on CNBC Top 100 Financial Advisors List

October 20, 2023

We’re proud to announce that JTAM has again made the CNBC Top 100 Financial Advisors list. We moved up 13 spots to #75 in the 2023 rankings. The CNBC list is based on a variety of core data points from ...

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Info & Resources from Identity Theft Presentation

October 16, 2023

Recently, we presented two events on cybersecurity and how to make yourself safer online. Our hope was that you learned practical ways to recognize cyber threats and increased your ability to reduce the chances of becoming a victim of identity ...

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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 ...

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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 ...

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JTAM Named to Accounting Today’s 2023 Wealth Magnets List

June 8, 2023

Jackson Thornton Asset Management was named to Accounting Today’s 2023 Wealth Magnets list and ranked 36th of 150. The listing is based on assets under management for CPA financial planners and is comprised of firms throughout the US. Click here ...

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