Blog
What’s on our mind? You can read about it in our blog. Whether it’s ideas from the industry or emerging trends, you can read about it here. And once in a while, we may throw in a movie review or some other surprise. So keep checking in. We’re glad to have you reading along.
Trump Accounts
Good Afternoon, By now, many of you have heard about "Trump Accounts." The Trump Accounts program is a new inititative designed to introduce American children to the idea of saving and investing from a young age. While Trump accounts...
Read MoreUpdate on JLB Wealth Management Team
Good Afternoon,I’m happy to share that Carly Neidecker has successfully passed her CFP® exam. She is officially a CERTIFIED FINANCIAL PLANNER®.This is a meaningful accomplishment that required countless hours of study time and...
Read MoreTech Insights Newsletter - March 2026
JLB WEALTH MANAGEMENT TECHNOLOGY NEWSLETTERMarch 2026 | Jeff Bathurst, Chief Information Officer The AI Tool Landscape: Which One Should You Actually Use?By now, most of us have heard of ChatGPT, even tried it. But ChatGPT is just one...
Read MoreFinding Calm In A Loud World
Good Morning,I hope this note finds you happy, healthy, and enjoying the brief but lovely glimpses of spring. With so much noise in the headlines lately, I wanted to take a moment to offer a little perspective.Over the last century,...
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Tech Insights Newsletter - February 2026
Tech Insights Newsletter – FebruaryProtecting Older Adults in a Digital World: Technology, Trust, and Financial ExploitationLast month, we focused on helping children and grandchildren build safe digital habits. This month, we turn to...
Read MoreMeet Carly Neidecker
Good Morning,I hope this note finds you well!I'm writing to introduce you to a new addition to JLB Wealth Management Group.....Carly Neidecker.Carly is a financial planner and investment advisor who comes to us from T. Rowe Price,...
Read MoreTech Insights Newsletter - January 2026
Tech Insights Newsletter – January 2026Protecting Kids & Grandkids Online: Why Digital Safety Is a Financial Issue TooHappy New Year, Everyone! I hope your holidays were enjoyable and relaxing as we enter the heart of winter. I am...
Read MoreTech Insights Newsletter - December 2025
Tech Insights Newsletter – December 2025 Year in Tech: Trends That Will Shape Your Financial Life in 2026 Hello everyone! Welcome to the close of another year. Hopefully, your holiday season is in full swing, and you are enjoying these...
Read MoreTech Insights Newsletter - November 2025
Guiding Your Wealth in a Digital World Happy Turkey & Pie Month! To me, it's a great time of the year to spend with family, enjoy the Ravens (I already miss baseball season), make fires in the fireplace, and find that awesome new tech...
Read MoreRetirement Plan Changes
Good Morning, I hope this note finds you well and enjoying these lovely, early fall days. I wanted to share an important update about new 401(k)/403(b) contribution rules that may affect how you save, especially if you’re 50 or older....
Read MoreTech Insights Newsletter - September 2025
Guiding Your Wealth in a Digital World - Tech Insights Newsletter, September 2025 The Latest Scams to Watch ForFraudsters and cybercriminals are getting more creative every year. Thanks to advances in technology — especially artificial...
Read MoreExciting Update
Good Morning, I’m excited to share an important update from our practice. Many of you already know my husband, Jeff, who has been instrumental, behind the scenes, helping with technology initiatives over the years. From streamlining...
Read MoreWhat You Need To Know About "The Big Beautiful Bill"
Good Afternoon, I hope this note finds you well and enjoying the summer. Congress recently passed what's being called "Trump's Big Beautiful Bill." It's important to understand what is inside of the bill and how it might affect your...
Read MoreTariff Turmoil
Good Afternoon, Unless you have been living blissfully "off the grid" with a pina colada in hand, you may have noticed that the stock market is in the throes of panic selling. Over the last few weeks, tariffs, trade disputes, and...
Read MoreTo Tariff Or Not To Tariff
Good Afternoon, I hope you are well and enjoying these last days of winter. These days I do a lot of walking and the first sighting of daffodils and crocuses pushing through the earth never fails to give me a sense of hope and...
Read MoreHappy Fall!
Hello and Happy Fall! I hope this note finds you and yours in good health and great spirits.....perhaps a tall order given the current political climate we are living through. The media would have us believing that we are hopelessly...
Read MoreWE HAVE MOVED
Happy Summer! We are in the process of sending out 2nd Quarter Portfolio Performance Reports.....and they look good!!! The market has been quietly staging a recovery since about mid October. As it turns...
Read MoreAll Banks Are Not Created Equal
Happy Spring! As the old, folkloric saying goes, March comes in like a lion and goes out like a lamb. After last week's banking drama and subsequent market turbulence, a calmer end to the month would be most welcome!The demise of...
Read MoreHappy New Year-2023
2022.....a year for the history books! The Omicron variant of the Covid-19 virus sickened nearly everyone, Russia invaded Ukraine, Queen Elizabeth passed away after 70 years on the throne, Pakistan flooded, temperatures soared...
Read MoreGetting Ready for 2023
Good Morning,As the holiday season approaches we will soon reflect back on a tumultuous year. By all accounts, 2022 has been a very tough year from a financial perspective. Both the stock and bond markets took a...
Read MoreMarket in a Minute: Climate Change
Climate action is front and center for both the Biden administration and many of the world’s largest companies. Read my latest Markets in a Minute for a look at the opportunities and obstacles in the race to a clean-energy future and...
Read MoreE-Mail Statements, Webinar and Game Stop
Good Morning, E-statements Short selling is when an investor borrows shares and immediately sells them, hoping to buy them back later at a lower price, return them to the lender and pocket the difference. Covering is when a person with...
Read MoreHappy New Year-A Look Back At 2020
Happy New Year! 2020 was a year that won't soon be forgotten. Who could have imagined that the stock market would not only recover from the stomach churning free fall in February and March, but would go on to set record highs. The...
Read MoreWhere Are We Now?
Good Afternoon, As I write this newsletter, the stock market looks a lot better than it did yesterday. The stock market will probably continue to be somewhat shaky due to a few things that are happening in our world: Coronavirus cases...
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How's The Economy Doing
Good Afternoon, As we approach the half year mark on June 30th, our world looks a little better than it did just a few short weeks ago. Countries all over the globe are reopening and we are all adjusting to a new normal. While there...
Read MorePreparing For The Long Term
For the 20 plus years that I've been working as a financial advisor, preparing for the long term has been my mantra. Max out retirement plans, pay down debt, create an emergency fund, create or update legal documents like wills and...
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