Investment Performance Year-End Review – Our take on 2020, finances, and Covid-19

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 were lost, jobs were lost, loved ones were lost, businesses were lost, and… Continue reading Investment Performance Year-End Review – Our take on 2020, finances, and Covid-19

Introducing: JSPM Tactical ETF Portfolio

Over the past twenty years, the investment landscape has seen the mass adoption of exchange traded funds. ETFs offer investors a simple way to achieve exposure to underlying indexes both in and outside of the U.S. as well as diversification across multiple subsectors and asset classes. Contrary to mutual funds, ETFs can be traded intraday… Continue reading Introducing: JSPM Tactical ETF Portfolio

Something’s Gotta Give

As I write, the Dow Jones Industrial Average has managed to close at another record high year to date. What is going on beneath the surface though, has been telling a different story. To illustrate my point, let’s do a quick exercise. If you were to take an exam on what drives a stock’s performance… Continue reading Something’s Gotta Give

A Teachable Moment

The investing game offers up no shortage of teachable moments. It is my job as an advisor to invest client money in such a way that fits their goals and objectives, as well as provide some insight to help them understand what they may come to expect from their portfolios. The past year has been… Continue reading A Teachable Moment

JSPM-Omaha January 2021Performance Metrics

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 more complete report will be done, as always, at the end of Q1 but providing… Continue reading JSPM-Omaha January 2021Performance Metrics

A Look Behind The Curtain

Recently I’ve received a few questions as to how I go about building a portfolio for either myself or a client. I thought it might be “fun” to put together a post that details out my process from top to bottom. What follows is an inside look at how I personally go about selecting securities… Continue reading A Look Behind The Curtain

A Freighting Theme Has Been Brought To Our Attention

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. In my relatively short… Continue reading A Freighting Theme Has Been Brought To Our Attention