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Beyond the Numbers

A JIC blog focused on the big picture; exploring and reframing topics related to wealth management, investing, and living well.

The Transience of Economic Moats

Like a medieval moat, all economic moats eventually deteriorate and lose their defensive value. It’s just a question of when it happens and how the company adapts to that change.

Living in the Land of Plenty

Rachael, a trust administrator at JIC, discusses Marie Kondo’s book, The Life Changing Magic of Tidying Up, and the benefit of being more mindful about our belongings.

In Defense of Dividends

Todd, an analyst at JIC, makes the case for focusing on dividends over the long-term.

Invert Your Budgetary Thinking

Chad, a portfolio manager here at JIC, shares a new way to think about budgeting as we look ahead to 2017.

The Importance of Patience

Todd, a research analyst here at JIC, discusses what both a fruitful apple orchard and good investment strategy require: patience.