Resources — J. Curtis Wealth Advisory Services

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The Sibley Telegraph, Memos & Trade Logs

Slide Decks & Worksheets

Social Media Posts

On-demand Videos

Happy Summer - Market Commentary & Trade Log -- Q2 2023

Happy Spring & Trade Log — Q1 2023

JCWAS Select Slides – JPM Guide to the Markets Q2 2023

HNY Letter & Trade Log – Q4 2022

Investment Principles & Philosophies

Trade Log — Q3 2022

2022 Thanksgiving Letter & Market Update

Objectives-Based Planning

Monthly Budget

Investment advisory services offered by Jason Curtis as an Investment Adviser Representative of J. Curtis Wealth Advisory Services, a doing business as name for LynnLeigh & Company, LLC., a Registered Investment Advisor. Read more.

Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy,
or product made reference to directly or indirectly in this newsletter, will be profitable, equal any corresponding indicated historical performance level(s), or be suitable for your portfolio.

Investing in stock includes numerous specific risks including: the fluctuation of dividend, loss of entire principal and potential illiquidity of the investment in a falling market. Bonds are subject to market and interest rate risk if sold prior to maturity.
Bond and bond mutual fund values and yields will decline as interest rates rise and bonds are subject to availability and change in price.

For additional disclosure information for Jason P. Curtis, please visit SEC.gov, or click here.