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!
January 8, 2021 – The year 2020 finished strong with what is now known as the “Everything Rally:” an acceleration of a
October 9, 2020 – Presidential elections have an important impact on many areas of our lives. In each election cycle the stakes
July 13, 2020 – Rebounding from a pandemic-induced freefall in March, stock indexes have regained most of their losses and are now
April 3, 2020 – Over the past weeks, developments in the health emergency and resulting economic and market impact have been sweeping.
January 17, 2020 – We finished 2019 at near record highs with a gain of 31.5% on the benchmark S&P 500 Index
October 6, 2019 – In the past months, the media has been preoccupied with talk of an impending U.S. recession. The reasons
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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