Research
Research
JSPM Omaha Growth Strategy Statistics
Good morning. The following information will provide a quantitative look at the JSPM Omaha Growth Strategy managed by myself and Ryan Morse, CMT, CFP. We believe in providing current and prospective clients timely updates with regards to performance vs. benchmarks. As...
JSPM Omaha Growth Strategy Update
Good Morning. I wanted to provide a quick update on the JSPM Omaha Growth Strategy which saw its inception on July 27, 2020. In just over two months the portfolio returned nearly 10%. In the same time period, The Dow Jones Industrial average returned approximately 8%,...
RARE AIR
Like so many other kids growing up in my generation, Michael Jordan was a hero. Perhaps said better, Michael Jordan was THE hero. I collected his trading cards, had his VHS tapes and his jerseys, and his posters lined my bedroom wall. In the 1995-1996 NBA season the...
Short Term Caution Warranted
Good Morning. And there you have it; the benchmark S&P 500 index has made a new all time high. I saw headlines in the local news and several non-financial media outlets that against all odds, stocks have V recovered. This is not a bad thing of course, unless you...
JSPM-OMAHA Growth Model Portfolio Takes Flight
Hello again. In the past few weeks I have been hard at work building my first portfolio model under the JSPM Brand. As of this week, the portfolio is up and running and the first several clients have been transferred in. The portfolio is an equity growth strategy...
HALFWAY
“Long is the way and hard, that out of Hell leads up to light.” ― John Milton, Paradise Lost I'm certain I have started at least one blog post with the quote above in the past. That is perfectly fine as its relevance cannot be understated, especially with...
Research
Research
JSPM Omaha Growth Strategy Statistics
Good morning. The following information will provide a quantitative look at the JSPM Omaha Growth Strategy managed by myself and Ryan Morse, CMT, CFP. We believe in providing current and prospective clients timely updates with regards to performance vs. benchmarks. As...
JSPM Omaha Growth Strategy Update
Good Morning. I wanted to provide a quick update on the JSPM Omaha Growth Strategy which saw its inception on July 27, 2020. In just over two months the portfolio returned nearly 10%. In the same time period, The Dow Jones Industrial average returned approximately 8%,...
RARE AIR
Like so many other kids growing up in my generation, Michael Jordan was a hero. Perhaps said better, Michael Jordan was THE hero. I collected his trading cards, had his VHS tapes and his jerseys, and his posters lined my bedroom wall. In the 1995-1996 NBA season the...
Short Term Caution Warranted
Good Morning. And there you have it; the benchmark S&P 500 index has made a new all time high. I saw headlines in the local news and several non-financial media outlets that against all odds, stocks have V recovered. This is not a bad thing of course, unless you...
JSPM-OMAHA Growth Model Portfolio Takes Flight
Hello again. In the past few weeks I have been hard at work building my first portfolio model under the JSPM Brand. As of this week, the portfolio is up and running and the first several clients have been transferred in. The portfolio is an equity growth strategy...
HALFWAY
“Long is the way and hard, that out of Hell leads up to light.” ― John Milton, Paradise Lost I'm certain I have started at least one blog post with the quote above in the past. That is perfectly fine as its relevance cannot be understated, especially with...