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

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

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 more of a fundamental analyst before making my way into a strictly technical approach. As I… Continue reading Perspective

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 stated previously, this particular model is an equity growth strategy designed to generate an… Continue reading JSPM Omaha Growth Strategy Statistics

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%, the tech heavy NASDAQ approximately 10%, and the benchmark… Continue reading JSPM Omaha Growth Strategy Update

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 Chicago Bulls set the then NBA record… Continue reading RARE AIR