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Beyond the Numbers

Beyond the Numbers

Trusted advice to help you think big and plan bigger.

Category: Wealth Management

The Default Setting

The first ingredient to a good decision is clear thinking. Unfortunately for investors, our hardwired thought processes don’t always offer the clarity we need. It’s good to take a deeper look.

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.

Child’s Error Results in 55% Loss of Mother’s Income

The ability to earn an income is often our most important asset. Is your income protected against an accident or health issue? Read on for an introduction to long-term disability insurance.

Wealth Management…The Times Are A Changin’

At JIC, we continually work to make sure our wealth management process reflects the real goals of our clients.