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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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  • Mortgages
    • Our Approach
    • LJI Mortgage Advantage
    • Mortgage Application
  • Insights
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View Latest Market Commentary

2023 Milestones Letter

We hope this letter finds you well as you prepare for the holidays. As we close the books on 2022, we are sending our annual

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December 15, 2022

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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Happy Election Halloween

October 30, 2020

Happy Halloween.  We trust this note finds you anxiously looking...

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Presidential Election

July 30, 2020

Hello.  We trust this note finds you well. As you...

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Thank you!

April 30, 2020

Greetings & Happy Spring. I want to start off this...

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What can I control?

April 3, 2020

Greetings.  We hope this note finds you safe. We all...

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What can go right?

March 25, 2020

Hello.  We hope & trust your family is safe during...

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Who is selling now?

March 19, 2020

Hello.  We hope everyone is staying safe & healthy throughout...

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