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  • Why LJI?
    • Intro
    • Who We Are
    • Core Principles
    • Trust & Fiduciary Duty
  • Investment Management
    • Intro
    • Personal
    • Business
  • Financial Planning
  • Insurance
    • Intro
    • Life
    • Disability
    • Long-Term Care
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    • Our Approach
    • LJI Mortgage Advantage
    • Mortgage Application
  • Insights
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“It’s Different This Time”

Greetings & Happy Spring. Up until mid-February the financial markets were moving along a fairly solid path.  First quarter corporate earnings held up well and

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April 7, 2025

2025 Milestones Newsletter

January 7, 2025

We hope this letter finds you well after a happy...

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Presidential Election, 2024

October 17, 2024

Hello & Happy Fall.  We trust this note finds you...

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Beyond the Noise: Optimism in 2024?

March 6, 2024

Greetings & an early Happy March Madness. It has been...

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2024 Milestones Letter

January 5, 2024

We hope this letter finds you well after a happy...

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Bank Failures

March 13, 2023

Good morning & Happy (early) Spring.   Over the last...

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2023 Milestones Letter

December 15, 2022

We hope this letter finds you well as you prepare...

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Uncertainty Reigns

September 23, 2022

Greetings & Happy Fall.  We trust this note finds you...

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Nowhere to Hide

May 4, 2022

Greetings & Happy Spring.  We trust this note finds you...

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Optimism?

January 31, 2022

Good Morning & Happy Snow. To say it’s been an...

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2022: Hello Volatility

January 21, 2022

Hello and a late Happy New Year.  It has been...

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Milestones 2022

December 30, 2021

As we close the books on 2021, we wanted to...

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Milestones 2021

December 30, 2020

As a rather eventful 2020 ends, we wanted to outline...

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