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 | 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...