Month: January 2021

JSPM-Omaha January 2021Performance Metrics

Good evening. The performance and statistics to follow will cover the JSPM-Omaha Growth Strategy YTD performance through the end of January. Clients invested in this strategy have demonstrated the proper risk tolerance and suitability for this style of investing. A more complete report will be done, as always, at the end of Q1 but providing… Continue reading JSPM-Omaha January 2021Performance Metrics

A Look Behind The Curtain

Recently I’ve received a few questions as to how I go about building a portfolio for either myself or a client. I thought it might be “fun” to put together a post that details out my process from top to bottom. What follows is an inside look at how I personally go about selecting securities… Continue reading A Look Behind The Curtain

A Freighting Theme Has Been Brought To Our Attention

Over the past several weeks, a theme has emerged that I wanted to take a moment to discuss. This situation has come up both with current as well as prospective clients and I wanted to put a short piece together which we can refer back to, hopefully for years to come. In my relatively short… Continue reading A Freighting Theme Has Been Brought To Our Attention