Clear. Concise. Cost Effective.

Investing does not need to be confusing or expensive.

Mission
To provide CLEAR, CONCISE & COST EFFECTIVE financial advice and investment solutions.

Investment Philosophy

I believe investors can have a successful investment experience without having to outguess the market. By trusting market prices and applying a scientific, transparent, and process driven investment approach we can pursue higher expected returns.


Solutions

Together we create a customized financial road map. From there we get you on your way with a tailored investment plan to get you to your destination. There will be road bumps along the way, so ongoing servicing is a must.


Jake’s Market Insights

Trump Tariff Anxiety

By Jake.Nemec • April 9, 2025
The Trump Tariffs and the market’s subsequent (negative) reaction are dominating headlines these days. This has led to many people wondering what to do with their investments and asking where the markets will go from here. The first part of that is easier to answer. The second part is much more difficult (impossible?) to know, especially over the short-term.

Too High

By Jake.Nemec • February 6, 2025
Trying to time your entry into the markets usually leads to under performance. When taking a long term view, don’t be afraid of the markets because they are “too high”.

Discounts

By Jake.Nemec • January 9, 2025
When bond issuers offer interest rates (or coupon rates) that are lower than the prevailing market rates, those bonds tend to trade at a discount to their face value.
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