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 7, 2021 | Investing
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....
by Trent Smalley, CMT | Dec 31, 2020 | Global ETFs service, Investing
Good afternoon and congratulations for making it through an extremely difficult year. Whether you were directly affected by COVID-19 or felt its effects indirectly, Ryan and I want to take a moment to recognize those going through immense hardships this year. Lives...
by Trent Smalley, CMT | Nov 18, 2020 | Investing
The world of investments doesn’t end with equities, fixed income, and cash which are covered in detail by the financial media each day. Additional opportunities exist within the investment stratosphere such as commodities, art, cryptocurrency, wine, real estate...
by Trent Smalley, CMT | Nov 9, 2020 | Investing
… in my portfolio today. Got ya! If your blood started to boil due to the title of this post, settle down. I don’t bring politics into the equation when it comes to money management, and neither should you. In fact, it’s a damn good thing most of you...
by Trent Smalley, CMT | Nov 1, 2020 | Investing
“Perspective” – The capacity to view things in their true relations or relative importance. I’ve been a full time student of the markets since the beginning of 2007. I’ve written extensively about my process over the years, starting as...
