Thomas Kelly, CFA

December 16, 2022

Investing

5 Investing Lessons Learned & Re-learned In 2022

Thomas Kelly, CFA

December 16, 2022

Investing

The end of the year provides a great time for us to reflect on recent experience to divine lessons to help us going forward.

Thomas Kelly, CFA

November 3, 2022

Investing

The Gold Rush?

Thomas Kelly, CFA

November 3, 2022

Investing

History has shown that over long periods of time, gold has often failed to outpace inflation, even before considering fees.

Scott Savage

October 4, 2022

Investing

This Too Shall Pass

Scott Savage

October 4, 2022

Investing

As advisors and professional investors, we hold vivid memories of the times when markets are volatile and bear markets ensue.

Bobby Adusumilli

August 30, 2022

Investing

What Should You Do About A Recession?

Bobby Adusumilli

August 30, 2022

Investing

We explore what is a recession, how the US stock market has performed before and after a recession, and how an investor can prepare for recessions.

Bobby Adusumilli

August 18, 2022

Investing

Inflation Protection Through Series I Savings Bonds

Bobby Adusumilli

August 18, 2022

Investing

Inflation Protection Through Series I Savings Bonds

Series I Saving Bonds provide many of the benefits of TIPS, but may be even more beneficial during times of heightened inflation.

Bobby Adusumilli

June 30, 2022

Investing

What Is Driving Inflation, And What Can You Do About It?

Bobby Adusumilli

June 30, 2022

Investing

What Is Driving Inflation, And What Can You Do About It?

Global stock and bond markets have been tested by inflation many times in the past, and these markets have historically demonstrated their resilience in providing returns higher than inflation over time.

Bobby Adusumilli

May 11, 2022

Introduction to Investing, Investing

What Makes A Great Investor?

Bobby Adusumilli

May 11, 2022

Introduction to Investing, Investing

In my opinion, investing is arguably the most competitive field in the world. So what differentiates a great investor from the rest?

Thomas Kelly, CFA

April 5, 2022

Investing

Market Corrections & Market Highs

Thomas Kelly, CFA

April 5, 2022

Investing

We believe that trying to time when to get in and out, or what to buy and sell, represents little more than gambling.

Kirk Ludwig, CFIP, AIF®

April 4, 2022

Investing

The Fed Poked The Bear

Kirk Ludwig, CFIP, AIF®

April 4, 2022

Investing

Rising interest rates are not always a bad thing. As interest rates move higher, the drop in value can be concerning, but in the longer-term, higher rates mean higher expected returns for investors, as bonds begin to produce more income.

Thomas Kelly, CFA

February 25, 2022

Investing

The Certainty of Uncertainty - Your Investments During Geopolitical Events

Thomas Kelly, CFA

February 25, 2022

Investing

The Certainty of Uncertainty - Your Investments During Geopolitical Events

On the conflict in Ukraine, how that may impact investment markets, and what you can control within your investment portfolio.

Bobby Adusumilli

February 17, 2022

Investing

The Growth of Real Estate

Bobby Adusumilli

February 17, 2022

Investing

As anyone who was looking to purchase or sell a home in 2021 knows, the US real estate market grew a lot in value in 2021. Will this continue?

Bobby Adusumilli

February 2, 2022

Investing

What's Happening With The Chinese Stock Markets?

Bobby Adusumilli

February 2, 2022

Investing

China has been growing rapidly from an economic perspective. So what’s happening with the Chinese stock markets?

Kirk Ludwig, CFIP, AIF®

October 14, 2021

Investing

There's Always Something To Worry About

Kirk Ludwig, CFIP, AIF®

October 14, 2021

Investing

There will always be something to worry about, but with the right portfolio design and disciplined approach, you can whether almost any storm.

Thomas Kelly, CFA

February 4, 2021

Financial Planning

SJS 2021 Capital Markets Expectations: Making Sense Of The Future

Thomas Kelly, CFA

February 4, 2021

Financial Planning

SJS 2021 Capital Markets Expectations: Making Sense Of The Future

SJS uses our 2021 Capital Market Expectations to help design a portfolio that is appropriate for you, and to share insights from the SJS Investment Committee.

Andrew Schaetzke, CFP®

January 29, 2021

Investing, Introduction to Investing

GameStop Mania: Another Lesson On Short-Term Speculation

Andrew Schaetzke, CFP®

January 29, 2021

Investing, Introduction to Investing

GameStop Mania: Another Lesson On Short-Term Speculation

We don’t think that growing revenue, growing profits, or undervaluation can adequately explain GameStop’s valuation growth. Instead, we think short-term price speculation explains the majority of the dramatic growth.

Thomas Kelly, CFA

January 22, 2021

Investing

While You Weren't Sleeping - Performance Of Markets In 2020

Thomas Kelly, CFA

January 22, 2021

Investing

While You Weren't Sleeping - Performance Of Markets In 2020

Ignorance is bliss. At least that’s how we feel about the markets in 2020. The person who did not look at the news or troubles of the world was rewarded with an incredible year in the markets.

Thomas Kelly, CFA

January 12, 2021

Financial Planning

Should You Change Your Financial Plan Because Of A One-Party Government?

Thomas Kelly, CFA

January 12, 2021

Financial Planning

Should You Change Your Financial Plan Because Of A One-Party Government?

It appears that Democrats will control the Presidency and Congress. Naturally, the question many clients have been asking is “What does this mean for my portfolio?”

Scott Savage

December 30, 2020

Investing

Are You Starting To Invest? Some Considerations

Scott Savage

December 30, 2020

Investing

Are You Starting To Invest? Some Considerations

We think having the next generation beginning to invest is a great thing. We believe these points can help you as you start your investment journey.

Scott Savage

May 12, 2017

Investing

Investment Advice You Don’t Hear Every Day

Scott Savage

May 12, 2017

Investing

Investment Advice You Don’t Hear Every Day

Many SJS clients have generated their wealth through concentrated bets that began as very small investments, perhaps sweat equity, and grew over time.

Scott Savage

October 12, 2016

Financial Planning

Who Needs A Longevity Lens?

Scott Savage

October 12, 2016

Financial Planning

We can’t know the future, but we can use our experience to become smarter about it. Understanding the likely range of scenarios in advance may be the next best thing to certainty.