The Fiduciary Standard

  If you haven't heard, the relationship between the investing public and their advisors is undergoing some significant changes. That change has to do with the level of care advisors must apply when making recommendations to clients.  A great number…

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Take Control of Your Financial World

     I am pleased and excited to announce the introduction of a new technology platform at Jones & Company that will allow users to pull all of their financial accounts together in one secure location.  Whether it is your bank…

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Overcoming The Fear of Losing Money

     J.P. Morgan Publishes a quarterly Guide to the Markets that contains dozens of charts on the state of the economy and investing. Among the charts is one that details the amount of money held in retail savings accounts and…

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Rise of the Robos

Despite all the talk about Robo Advisors and automated investing platforms, I am a firm believer that there is no substitute for a real, live advisor.  Having said that, technology is rapidly changing the the financial services industry and for…

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Medicare Supplement Rates Vary Widely

     If you own a medicare supplement insurance policy or are nearing the date when you will need a policy, don't make the mistake of assuming that medicare supplement policies are all the same. Although the benefits of the various…

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Watch Out For the Tax Torpedo

     Some strategies for maximizing the amount of social security benefits we can collect have recently been phased out, but that doesn't mean the decision of when to start collecting benefits is a simple one.  Retirees that begin taking social…

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Chasing Returns?

Human nature being what it is, most investors will use past performance as the deciding factor for their investment choices.  So what's the problem with that? The problem with chasing returns is that it doesn't account for volatility. Take a…

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