by Adam Sweet | Dec 30, 2022 | JSA Blog
A common question we hear from clients is, “I need to withdraw cash from my portfolio. When should we sell investments to raise that cash?” As we’ve discussed in other posts, timing the market is very difficult. You might get it right a time or two, but outside of...
by Adam Sweet | May 21, 2022 | JSA Blog
Considering how strong the housing market has been recently, you may think this seems a strange question. We’ve all probably heard stories of sellers receiving multiple offers or offers without contingencies. For better or worse, real estate is more expensive almost...
by Adam Sweet | Mar 18, 2022 | JSA Blog
A common question clients ask is something along the lines of “are my investments diversified?” What follows will help you determine whether that’s important for your financial life. In our world, diversification means investing in multiple areas rather than...
by JSA_Admin | Oct 29, 2021 | JSA Blog
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...
by Adam Sweet | Oct 29, 2021 | JSA Blog
I started this first Hall of Fear entry very differently until this gem of a tweet from Ben Carlson hit my timeline. What Ben delivers here via humor, education, and sprinkled with a little accountability in four words is just….too good. (If you’re not familiar with...
by JSA_Admin | Oct 1, 2021 | JSA Blog
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...
