Kirk Ludwig, CFIP, AIF®

February 11, 2021

Financial Planning

The Sum Of Its Parts

Kirk Ludwig, CFIP, AIF®

February 11, 2021

Financial Planning

Like for a bicycle or car, you need all of the pieces in all of the right places for your investment portfolio to work properly.

Kirk Ludwig, CFIP, AIF®

August 27, 2020

Investing

I Know You Can’t Predict The Future, But….

Kirk Ludwig, CFIP, AIF®

August 27, 2020

Investing

I Know You Can’t Predict The Future, But….

The stock market, like the bookmaker, handicaps all known information. You are betting on if your expectation is different than what the market expects.

Scott Savage

July 16, 2020

Investing

The Markets And Economy Are Loosely Connected

Scott Savage

July 16, 2020

Investing

The Markets And Economy Are Loosely Connected

As the stock market goes, so goes the economy. However, in any given year, economic ups and downs can diverge significantly from the direction of the market.

Kirk Ludwig, CFIP, AIF®

May 20, 2020

Financial Planning

Hope Is Not Our Strategy

Kirk Ludwig, CFIP, AIF®

May 20, 2020

Financial Planning

We all hope for things. But there are many situations where hope isn’t enough. With MarketPlus Investing, we use science and decades of research to guide us.

Scott Savage

January 14, 2020

Investing

You're A Winner (By Design!)

Scott Savage

January 14, 2020

Investing

Your likelihood of “picking” these individual stock winners in advance out of the pool of 500 stocks, let alone picking all of them, is virtually zero.

Scott Savage

July 22, 2019

Investing

A Fly On The SJS Wall

Scott Savage

July 22, 2019

Investing

A lot of what you would hear might sound technical and complex, but you also would hear something beyond all that financial talk: our genuine concern for you, your family, and your well-being.

Jennifer Smiljanich, CFP®

May 28, 2019

Investing

MarketPlus Investing: Choosing Your Target

Jennifer Smiljanich, CFP®

May 28, 2019

Investing

The mix of stocks and bonds in a portfolio is the factor we believe has the most impact on expected risk and return. We stand ready to review your target with you.

Jennifer Smiljanich, CFP®

March 20, 2019

Investing

MarketPlus Investing® – It Takes Discipline

Jennifer Smiljanich, CFP®

March 20, 2019

Investing

Our quarterly Investment Committee meetings allow to reflect on and to evaluate the discipline of our MarketPlus Investing strategy, and what that means for you.

Scott Savage

December 19, 2014

Financial Planning

Ben Franklin Got It Half Right

Scott Savage

December 19, 2014

Financial Planning

Maybe Ben Franklin was wrong about taxes. When it comes to investing, you can potentially avoid taxes, or at the very least postpone them.