The Baum Jackson Investment Group is a multi-generational wealth management practice that specializes in helping our clients and their families accumulate, preserve and transfer wealth. We believe that creating a solid financial approach demands an appropriate level of preparation, research and execution to help ensure successful outcomes. Every client has different needs and a unique story. Understanding and responding to those needs is at the heart of all we do. Once we have a complete understanding of your personal and financial circumstances, we can better identify your specific needs. We then create a personalized plan tailored to your specific goals and risk tolerances. Preserving and protecting your wealth is key and our approach is steady and conservative, which allows us to provide for flexibility in market conditions and events.
The Coronavirus Aid, Relief, and Economic Security (CARES) Act is the largest stimulus bill in American history. Learn more.
Want to discuss how this applies to your situation? Contact us for more information.
At RBC Wealth Management, the health and safety of our clients and employees is our top priority. We are closely monitoring COVID-19 and its potential impact on our business activities globally. We are taking various precautionary measures to minimize the COVID-19 risk in our offices. Learn how we're prepared.
The Setting Every Community up for Retirement Enhancement (SECURE) Act changes may affect your plans for retirement. The primary goals of the SECURE Act are to expand retirement savings, preserve retirement income, simplify existing rules and improve qualified retirement plan administration. Contact us if you have questions about your plans for retirement and the SECURE Act changes.
As the 2020 U.S. election approaches we examine how results could affect the Fed, its policies, and U.S. fixed income markets. Read the full economic outlook in the latest edition of Global Insight.
With college tuition costs on the rise, education funding has become a critical wealth management component for many parents who want to help their children avoid a heavy debt burden so early in life. If you’re planning on helping your children pay for college, there are a variety of funding options available to you. Contact us today to discuss which option may be right for you.
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Despite risks and concerns of inflation being top of mind for fixed income investors, we explain why we believe inflation should not be a near- or intermediate-term problem for them.
November 6, 2017
eMoney: Your Personal Wealth Management Dashboard
October 26, 2018
How 2017 tax rules impact charitable giving
Qualified charitable distributions: How the 2017 tax law changes may affect your giving strategies
October 30, 2017
Social Security: At a glance
Access Rewriting Retirement to explore strategies and tactics for growing a nest egg, planning for longevity, and maximizing Social Security benefits. Rewriting Retirement also contains a checklist of actions for various stages in your destination as you transition to retirement and beyond. Contact us to help you prepare for your next chapter.