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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
    • Business
  • Mortgages
    • Our Approach
    • LJI Mortgage Advantage
    • Mortgage Application
  • Insights
    • Newsletters
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    • Links
  • Contact
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AI Bubble & 2026 Predictions

Greetings & Happy Winter.  We trust you and your family had a safe & wonderful holiday season. In this note we’re going to walk thru

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2025 Milestones Newsletter

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2024 Milestones Letter

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

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

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2023 Milestones Letter

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

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