Uncertainty is nothing new. Just as we face unknowns in life, financial markets are shaped by factors beyond our control. But instead of letting uncertainty create fear, it can be an opportunity to focus on the elements that truly matter.
Going paperless is just one piece of a much larger technological landscape. The most profound transformation has been in connectivity—from local networks to the global internet. This connectivity brings incredible convenience, putting the world at our fingertips. But it also comes with risks, as cybercrime becomes more sophisticated and pervasive.
Adam, a CFP® and Associate Financial Planner, shared an inspiring story about his relative’s 25-year commitment to a disciplined investment strategy. This story highlights the significant personal value achieved through unwavering dedication and raises an important question: should you manage your investments yourself or trust a professional?
We are thrilled to announce and celebrate a significant milestone in the journey of our esteemed colleague, Holly Pickens. Holly has successfully passed the Certified Financial Planner (CFP) exam.
Recently, investment advice has stressed staying consistent in strategy despite market fluctuations. This year, markets have been performing strongly, with gains and enticing opportunities like NVIDIA and crypto ETFs. However, the fear of missing out may lead investors to chase speculative trends.
Congratulations, Adam! Adam is becoming a shareholder at JFWCO.