The Baum Jackson Investment Group Blog
The Baum Jackson Investment Group
BJIG Blog
The Art and Science of Wealth Transfer: A Multipart Series
April 21, 2023 - Steven RiceImportant topics to consider when transferring assets to the next generation.
Read moreThe Art of Wealth Transfer and Questions to Consider: Part 2
May 31, 2023 - Steven RiceWealth transfer is a difficult and emotional process. Consider the following topics as you begin to create your wealth transfer plan.
Read moreStrategies Surrounding the Science of Wealth Transfer: Part 3
August 25, 2023 - Steven RiceThe decision to transfer wealth is unique to everyone. The one thing that is consistent is the proactivity that is required to do so efficiently.
Read moreRecession Risk and Recency Bias
September 20, 2022 - Steven RiceRecessions are painful, but all recessions don't have to look and feel like the last two.
Read moreStock Market Volatility: Period of Digestion or Something More
February 28, 2022 - Steven RiceThe equity markets have struggled in the early days of the 2022 calendar year. Why is this happening, and will it persist?
Read moreYield Curve Inversion: A flashing signal or false signal?
April 6, 2022 - Steven RiceWe believe it is important to provide a bit of context around this complicated subject in a manner that is easily understood.
Read moreInflation: Main Street vs. Wall Street
June 3, 2022 - Steven RiceInflation is negatively impacting everyday consumption and financial assets. Why is inflation now upon us after being dormant for decades?
Read moreBehavioral Economics vs. Traditional Economics
May 4, 2022 - Steven RiceBuy low and sell high or buy high and sell low? One of the key questions differentiating behavioral and traditional economics.
Read moreCharitable Giving: What's the Best Approach?
December 16, 2021 - Steven RiceIf charitable giving is something that is important to you, it is worth considering the best structure and source of funds for your gifting.
Read moreCapital Gains Distributions: The Season of Giving
November 29, 2021 - Steven RiceCapital Gains Distributions. This time of year you may receive an unwanted surprise. Why it happens and what you can do.
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