News & Resources

July 2023 Newsletter

July 12, 2023

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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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June 2023 Newsletter

June 9, 2023

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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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May 2023 Newsletter

May 22, 2023

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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 ...

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April 2023 Newsletter

April 14, 2023

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Dimensional Ranked #1 Best Fund Family of 2022 by Barron’s

March 21, 2023

Barron’s is a highly regarded weekly magazine/newspaper published by Dow Jones & Company. It is a sister publication to the Wall Street Journal. A recent issue announced that Barron’s has ranked Dimensional Fund Advisors (DFA) as its number one fund ...

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