April 2024 Newsletter

April 24, 2024

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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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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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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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JTAM Named to CNBC’S Top 100 Financial Advisors List

October 18, 2021

We’re pleased to announce that we have been named to CNBC’s 2021 Top 100 Financial Advisors list. From an initial list of more than 38,000 firms considered, we were ranked 79th of the Top 100 firms across the US. “We ...

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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 ...

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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 ...

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