JM Investment & Retirement Strategies

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Three Market-Moving Economic Indicators to Watch

Among all the economic indicators released each month, these three reports may have the strongest effect on the market.
Insurance Gaps May Pose Risks for High-Net-Worth Households

It’s important for affluent families to reassess their liability coverage periodically, to make sure it’s sufficient based on their finances, lifestyles, and the related risks.
Are You Spending Money to Keep Stuff You Don’t Need?

One in 10 Americans leases a storage unit. But for many, it may be worthwhile to let go of unneeded belongings instead.
Mixing It Up: Asset Allocation and Diversification

This article explains how asset allocation and diversification can work together to help mitigate portfolio risk.

Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.
IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.
LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.