News & Resources
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 moreJTAM 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.
read moreSECURE 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 moreDimensional 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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