Taking Advantage of Time
July 5, 2022 – After six months and a 20% loss, we are well into a bear market for the S&P 500.
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!
July 5, 2022 – After six months and a 20% loss, we are well into a bear market for the S&P 500.
April 8, 2022 – While it is never one thing that influences the course of markets, lately it could seem that way.
January 13, 2022 – Last quarter, we discussed inflation and the possibility of rising rates. Inflation has proved to be stronger and
October 8, 2021 – The U.S. stock market has gained 91% since the March 2020 low and is up 31% compared to
July 9, 2021 – Economist David Shulman is credited for coining the term ‘Goldilocks Economy’ – which refers to an economy that
April 9, 2021 – With the rollout of vaccinations ahead of schedule, summer on the way, and the government depositing more money
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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