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

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

Times Like These

Good Evening. As a pre holiday gift to you all I wanted to take a moment and reflect onthe year that was. It’s not over yet of course, and a blog will soon follow going over Q4statistics in depth as well as how the JSPM-Omaha Growth Model has performedrelative to the market indexes, but now… Continue reading Times Like These

Photo Finish

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 vast majority of investment managers are not going to go out… Continue reading Photo Finish

Alternative Investment Offerings

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 and precious metals, to name a few. These alternative investments allow for those who are qualified to… Continue reading Alternative Investment Offerings