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Learn the most important tax planning updates retirees need to know and how JTM Williams Capital Management helps turn tax complexity into long-term opportunity.

A 2025 Market Review & Insights for 2026 from Matt Williams of JTM Williams Capital Management.

JTM Williams Capital Management celebrates OneSeven being named to Newsweek’s America’s Top Financial Advisory Firms 2026.

At JTM, we encourage clients to think creatively about giving this year. This blog includes smart gift-giving ideas for the holiday season from a financial advisor.

The IRS has announced the new 401(k) contribution limits for 2026. Learn about updated employee deferral limits, catch-up contributions, and strategies to maximize retirement savings.

As we close out the year, this is the time to make every financial decision count. Here is my year-end checklist to help you finish strong and set yourself up for success.