Financial Calm: The Competitive Advantage of Disciplined Investing
Many investors believe the best results come from finding the perfect stock or making the right call on interest rates. And while those choices
January 14, 2026
Jimmy joined THOR in December of 2012. Prior to THOR, Jimmy worked part-time during college as an intern at Scottrade and later as a MBA student he worked as a financial analyst at a small wealth management firm in Dayton, Ohio. At THOR, he is a member of the Investment Committee. As a member of the Investment Committee, he performs investment research on both equity and fixed income products to help construct diversified portfolios for clients. Jimmy also meets with and assists clients with financial and retirement planning needs, estate planning, and tax planning issues. As a result of his passion and drive for investments, Jimmy successfully completed the Chartered Financial Analyst (CFA) Program and is a Chartered Financial Analyst charterholder.
Jimmy attended the University of Dayton where he received a Bachelor of Science degree in both Accounting and Finance. In addition to his two B.S. degrees, Jimmy has earned his Master of Business Administration degree with a concentration in Finance. Jimmy’s first job came at the age of 10 delivering papers after school for a local newspaper. At 15, he started working in the pro-shop at a local golf course. During the summer of his sophomore year, Jimmy caddied at Muirfield Village Golf Club (Jack Nicklaus’s golf course) in Columbus, Ohio. During all four years of college, Jimmy worked as a study area monitor where he was responsible for closing operations and securing IT equipment.
Many investors believe the best results come from finding the perfect stock or making the right call on interest rates. And while those choices
At THOR Wealth Management, you may have noticed that several members of our team have “CFA” after their names. It’s not just alphabet soup
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In the last blog, we went through what the yield curve is and what kind of shapes it can make. You can read Part
The yield curve is arguably the most popular economic indicator. It can tell you a lot about the future with respect to the markets
In a previous blog, we deconstructed a common investment myth about market returns. We will continue with that theme by going through another common
As the Federal Reserve has raised the targeted federal funds rate, money market funds have been gaining attraction from investors. Since the beginning of
Have you changed jobs in the past and now find yourself trying to manage multiple employer retirement plans, i.e., 401(k) or 403(b) accounts? If
We invite you to schedule a brief introductory call to discuss your financial goals and learn more about how we work. This is a no-obligation conversation designed to answer your questions and determine whether our approach aligns with your needs.
