by JSA_Admin | Aug 23, 2021 | JSA Blog
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...
by JSA_Admin | Jul 23, 2021 | JSA Blog
As people consider retirement, here’s a question we get A LOT (the question has many variations): Question: I need income during retirement, so does that mean you will emphasize dividend-paying stocks? Our answer often surprises people: NO. We don’t find that to be...
by Rich Vanden Boogard | Jun 18, 2021 | JSA Blog
We often get the question “As I get older, my portfolio needs to become more conservative, right?” Our answer is always, “It depends on what you’re trying to do.” Becoming overly conservative can be a huge mistake. We’ll get to that in a second. However, the reason...
by JSA_Admin | Jun 17, 2021 | JSA Blog
Grandma and the EE Savings Bond Gift My family has an unusual tradition–my grandfather self-built two houses–one completed in 1957 and another in 1996. Yes, he built them, hammer-swinging and all, with family help. My father has also done the same–first completing...
by JSA_Admin | Jun 14, 2021 | JSA Blog
1) Do you act as a fiduciary? By being a fiduciary, an advisor acts in your best interest 100% of the time. It’s important because if not, they might be recommending something that’s just “suitable” for you, so they can earn higher commissions or incentives. JSA...
by JSA_Admin | May 17, 2021 | JSA Blog
At the risk of not listening to our wonderful founding father, Allen Jacobson, who advises to always accentuate the positive, this might come off as a negative piece. I’m just going to state that now, so it’s out of the way. Our goal here is really to help make GOOD...
by Adam Sweet | Dec 20, 2020 | JSA Blog
When investing, it’s essential to understand if what you’re buying is a productive asset. What does that mean? Well, these assets produce profits or cash, which you can spend or reinvest. We could analyze any given collection; dolls, glassware, coins, stamps, travel...
by JSA_Admin | Oct 28, 2020 | JSA Blog
The most common question we hear from clients these days is some version of the emotionally charged question, “do politics affect my portfolio?” It’s no surprise that everyone is wondering who will win and what changes will occur with the election around the corner....
by JSA_Admin | Sep 29, 2020 | JSA Blog
Market Prices over time As investors, we love to study history. We have what we’ll call a “database” of information about every significant market decline in the past 150 years. We’ve shared in the past that the economy and stock market are related; however, much more...
by JSA Admin | Aug 26, 2020 | JSA Blog
Sticking to your financial plan and staying invested is essential, especially during tough times. Sometimes our best role is to help “coach” when those times come. A key in playing that role is that we stress-test your financial plans to provide confidence that it’s...
