Welcome to the Financial Life Series! These articles are meant to help every reader make better financial decisions. They are authored by our team, and each person drew from their own experiences to share. We hope you find it helpful and continue the conversation with...
As markets moved lower in September 2021, we decided to write a piece about FEAR – because if there’s one comment we often hear, it’s that people are afraid of losing money in markets – ESPECIALLY when prices are falling. And the lower stock prices go, the more people...
Part 1: Historical Perspective Many clients are asking about the next market downturn. We consider it one of our primary responsibilities to evaluate “what ifs” for the companies in our portfolios. We make it our job to prepare ahead and make informed decisions about...
On the right, you can see the definition of dividend, provided by Google. We’re happy that the definition mentions profits because, over time, without profits, dividends cannot exist. But we also understand that this definition might not be that helpful. And, we want...
In this follow-up piece, we’re reviewing a real-life example of an “income” or “dividend” portfolio and its results, as compared to a portfolio built for total-return. If you missed that piece, it’s here. Recall that, while one could say the income portfolio provided...
Welcome to the JSA Blog! We hope these articles, written by our team, help you make better financial decisions. We hope you find it helpful and continue the conversation with our team.
