A Word from the CEO
Good News on the housing allowance! A 3-judge panel of the U.S. Court of Appeals for the Seventh Circuit in Chicago unanimously upheld the constitutionality of the parsonage allowance. We could not have asked for a better verdict. Learn more about the decision in our article below.
The January issue of the
Financial Pulse (#16) included an article describing the benchmarks the JRB uses to assess the performance of the stock mutual funds we offer. In this issue we extend the description of benchmarks to include those used by the JRB to evaluate our bond mutual funds. The bond market is large and complex; knowledge of the benchmarks can improve your understanding of bonds in general and your bond asset allocation in particular.
The JRB has published 30 articles
on taxes, Social Security, retirement planning, investment fundamentals and the current investment climate
since releasing the first edition of the
in October 2017. To make it easier to find these articles, we've created a
Financial Pulse Archive
on the website. I encourage you to take a look.
To answer questions about the articles in this newsletter or to discuss your financial plan, please call me at