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JFG Insights

Original, Useful Financial Wisdom & Insights

By the Jamison Financial Group

The JFG team delivers original and insightful commentary regarding the state of economic affairs and financial markets. Combining forward-looking financial modeling, commonsense research and real facts in easy to understand explanations. Topics include: noteworthy financial events, global perspectives, weekly recaps, U.S. highlights, the week ahead and more.

Candid, often witty, and most certainly – insightful

  • 04/04/2017 | Sheila Jamison and Rich Jamison The Bipartisan Budget Act of 2015 averted the threat of a government shutdown. However, in it Congress eliminated a long-time Social Security claiming strategy, called "file and suspend", as of April 30, 2016 to save...
  • 03/17/2017 | Sheila Jamison and Rich Jamison A pullback of 2,000-3,000 points in the Dow Jones Industrial Average is not out of the realm of possibility. Got your attention, didn’t it? The real question is how significant would that be. Of course, that is up to...
  • 02/27/2017 | Sheila Jamison and Rich Jamison February 25, 2017 We had another week of hearing the market pundits’ strongly differing opinions of where the market will go next. This schism stems in part from attributing the post-election market rally to...
  • 02/21/2017 | Sheila Jamison and Rich Jamison February 18, 2017 With the markets as lofty as they are, do you find yourself questioning if you should be participating in them? Worse, asking if you should be running from them? They’re valid questions and you’re...
  • 12/16/2016 | Sheila Jamison and Rich Jamison Financial markets have enjoyed a significant run-up since the election. Now, we’re hearing two questions daily: “Should I get out now?” “Is it too late to get in now?” We’d love to be able to tell you we knew! You’d...
  • 10/10/2016 | Sheila Jamison and Rich Jamison Franklin Templeton Investments (FT) held almost all of WisdomTree’s Australia & New Zealand Debt ETF (AUNZ). The fund has returned over 12% this year when both Australia and New Zealand bonds rallied after their...

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