The SECURE Act and the CARES Act, and what they mean to you
April 24, 2020 – As more things keep evolving and changing, we keep thinking of new things that might be helpful to
HELPING YOU MEET YOUR FINANCIAL GOALS
We do our best to keep our clients informed of the latest topics that affects their portfolios in various ways, but most commonly via phone calls, emails, and newsletters. See below our most recent written communications with our clients, and as always feel free to reach out to us with any questions or comments – we would love to hear from you!
April 24, 2020 – As more things keep evolving and changing, we keep thinking of new things that might be helpful to
March 24, 2020 – While we’ve had a busy few weeks at Nabity-Jensen, we are continuing business operations despite current COVID-19 conditions.
March 16, 2020 – We are living through an unprecedented time when many areas of our everyday lives have been affected by
January 5, 2024 – Both the stock and bond markets defied expectations in 2023. At the beginning of 2023, the consensus was
Oct 6, 2023 – After 15 years of artificially low interest rates, today’s rates seem high in comparison. Yet in a wider
July 7, 2023 – Against all odds—and contrary to bull market skeptics—the US stock market posted solid gains for the third quarter
April 7, 2023 – It has been an unpredictable start to the year amid swings in expectations for interest rates. Markets moved
January 13, 2023 – The fourth quarter of 2022 resulted in a positive finish to an otherwise difficult year. The stock market
October 14, 2022 – This quarter, higher than anticipated inflation resulted in additional rate hikes as the Fed worked to slow down
Our planning services are designed to help you define your goals and provide you with strategy moving forward.
We offer continuous management of your investments accounts and unique customization allowing us to create a strategy.
Special investment counsel with reviews and recommendations on accounts are offered without our direct management.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL.
Investment management services provided by Nabity-Jensen Investment Management, Inc.
Nabity-Jensen Investment Management, Inc. is an investment adviser registered with the SEC.
Important disclosure information is available by clicking the IMPORTANT DISCLOSURES link below and visiting here.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL.
Investment management services provided by Nabity-Jensen Investment Management, Inc.
Nabity-Jensen Investment Management, Inc. is an investment adviser registered with the SEC.
Important disclosure information is available by clicking the IMPORTANT DISCLOSURES link below and visiting here.
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