News and Commentary
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
June 01, 2026
Plan for 100: Income Planning for a Longer Life
Planning to live longer? With many people now living into their 90s and beyond, it may be worth considering how your financial plan can support a retirement that could last decades.
May 04, 2026
529 Plans Continue to Evolve: Here’s What Families Need to Know in 2026
In recent years, legislative changes have expanded how 529 plans can be used—making them more flexible and relevant for a wider range of education and financial planning needs.
April 13, 2026
Don’t miss it! The Steinmetz Jackson Wealth Management Group invites you to our Quarterly Market Update Webex.
We’ll be hosting two sessions:
📅 April 21 at 6:00 PM ET
📅 April 23 at 12:00 PM ET
We’ll be discussing current market catalysts, key trends, and much more to help keep you informed.
To RSVP, please reach out to Ken. We look forward to having you join us!
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
James Jackson Featured in VoyageMIA
James Jackson Q&A
June Investment Perspectives
In this month’s issue, we look at what’s next for the Strait of Hormuz, compare funds versus bonds, and commemorate the 234th birthday of the New York Stock Exchange.
Plan for 100: Income Planning for a Longer Life
Living longer is no longer just a possibility—it’s a planning reality. With many individuals now living into their 90s and beyond, how can you prepare for a retirement that could last decades?
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.
