It Was Actually A Red Wave…

It Was Actually A Red Wave…

… 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...
Perspective

Perspective

“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...
JSPM Omaha Growth Strategy Statistics

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

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

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

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...