by Trent Smalley, CMT | Mar 10, 2021 | Investing
The investing game offers up no shortage of teachable moments. It is my job as an advisor to invest client money in such a way that fits their goals and objectives, as well as provide some insight to help them understand what they may come to expect from their...
by Trent Smalley, CMT | Feb 15, 2021 | Investing, Stock Market Analysis
Happy President’s Day. With three day weekends comes extra time for market research, as well as catching up on all of the financial news I generally miss during the week. This weekend I came across a Forbes Article entitled, “Beating The Market Is Simple...
by Trent Smalley, CMT | Feb 3, 2021 | Investing, Stock Market Analysis
In 2011 I made my first ever trip to New York City. Growing up, we didn’t travel to places like that. For a small town Nebraska kid, it seemed out of reach, too expensive, and like somewhere I probably wouldn’t fit in. Working for DTN, a market data and...
by Trent Smalley, CMT | Jan 31, 2021 | Investing, Stock Market Analysis
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...
by Trent Smalley, CMT | Jan 18, 2021 | Stock Market Analysis, Stock Market Commentary, Technical Stock Market Analysis
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...
