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 1, 2020 | Stock Market Analysis
Good afternoon and happy December. I wanted to provide a quick update on the JSPM-Omaha Growth Portfolio for the month of November. A more comprehensive look will be available at the end of the year, but the following will suffice for November’s statistics. The...
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 | Sep 1, 2020 | Investing, Stock Market Analysis
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...
by Trent Smalley, CMT | Jul 30, 2020 | Investing
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...
