News & Resources
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 morePatience
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 moreDavid 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 moreCOVID-19 Update from JTAM
March 18, 2020
Dear Clients: We are living through an event never experienced during our lifetimes. The coronavirus (COVID-19) is disrupting the routine of our daily lives. We are all adjusting our schedules, routines, and work locations to protect the well being of ...
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