Research
Research
Something’s Gotta Give
As I write, the Dow Jones Industrial Average has managed to close at another record high year to date. What is going on beneath the surface though, has been telling a different story. To illustrate my point, let's do a quick exercise. If you were to take an exam on...
Growth Stock Investing Volume 1 – The Why
Since as of late, so much emphasis has been put on the market's rotation out of growth stocks and into value, I wanted to put together a series on growth stock investing. What it is, why it may or may not be right for you, and what one is to expect from this...
A Teachable Moment
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...
“The Market” Can Be Beaten
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 But Not Easy"...
Just One Optimist’s Perspective
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 analytics...
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...
Research
Research
Something’s Gotta Give
As I write, the Dow Jones Industrial Average has managed to close at another record high year to date. What is going on beneath the surface though, has been telling a different story. To illustrate my point, let's do a quick exercise. If you were to take an exam on...
Growth Stock Investing Volume 1 – The Why
Since as of late, so much emphasis has been put on the market's rotation out of growth stocks and into value, I wanted to put together a series on growth stock investing. What it is, why it may or may not be right for you, and what one is to expect from this...
A Teachable Moment
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...
“The Market” Can Be Beaten
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 But Not Easy"...
Just One Optimist’s Perspective
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 analytics...
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...