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McGill Junge is committed to providing ongoing education and insights related to holistic wealth management.

Shower with running water drops

WASH, RINSE, REPEAT

Quarterly Commentary | Q1, 2024

Author: Jason Kirchhoff

The common directions on the back of a shampoo bottle are lather, rinse, repeat. I saw a stand-up comedian a few years ago who observed the dangers of following these directions literally—you would be stuck in a perpetual shower, not able to break free of the repeating cycle. Studying financial history highlights the same type of continuous and inevitable cycles. Read more.

Toy tractor

HOW DO YOU DEFINE LEGACY?

March 2024

Author: Trent Burley

Estate planning is often viewed through the lens of financial and legal mechanisms—wills, trusts, taxes, and inheritance laws. However, at its core, estate planning is deeply intertwined with the preservation of family values and the transmission of a family's legacy to future generations. Read More.

A man sits upsidedown in a mid century design egg chair.

INVERT, ALWAYS INVERT

Quarterly Commentary | Q4, 2023

Author: Jason Kirchhoff

In November the investing world lost one of its icons.  Charlie Munger was an investor, businessman, and philanthropist but he will likely be remembered most for his mental models.  He had an uncanny ability to distill years of acquired wisdom into short aphorisms.  In honor of Mr. Munger, I would like to focus on just one of his famous sayings…

“Invert, always invert: Turn a situation or problem upside down. Look at it backward…” Read More.

Antique books in a library

BENEFITS OF STUDYING THE PAST

Quarterly Commentary | Q3, 2023

Author: Jason Kirchhoff

One of the highlights of my summer was getting together with our interns for a reading club. We met monthly to discuss various white papers and articles that I selected to provide a different perspective on markets and investments than what they were getting from their college classes. Read More.

Main landing gear of big airplane during touchdown when wheel smoke

THE ECONOMY IS NOT THE MARKET

Quarterly Commentary | Q2, 2023

Author: Jason Kirchhoff

Hard landing, soft landing, no landing? A lot of ink has been spilled in the financial press over the past few years discussing how the economy might (or might not) slow down and when the next recession will start. Read More.

Optical illusion of woman touching roof of lighthouse.

THE IMPORTANCE OF PERSPECTIVE

Quarterly Commentary | Q1, 2023

Author: Jason Kirchhoff

You have probably seen the pictures or drawings that have two embedded images and depending on how you look at them, you see different things. The most famous examples are a combination of an elderly woman and a young girl or a duck and a bunny. Read More.