We believe in openly sharing our knowledge with clients and the broader community. In our blog, we offer thoughts on investing, sound financial decision making, building a plan for long term wealth creation, and updates from our business.
Since February 21, the S&P 500 has corrected over 12%. This pullback is the quickest correction on record. The market peaked on February 19 and experienced significant selling pressure last week. Year-to-date, the S&P 500 is down 8%, while the JSO Equity Model Portfolio declined 4%.
Read MoreWe begin the new year and new decade with much to be thankful for. 2019 was a terrific year for the stock market and an important year for our firm. We expanded the team and feel even better prepared to help our clients navigate the investment landscape and manage their wealth.
Read MoreWelcome to our first quarterly investor briefing. In these briefings, we will provide an update on what we are seeing in the markets and keep you abreast of the performance of the JSO Equity Model. For more details, we encourage you to contact us directly.
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