By Senior Advisor Andrew Schaetzke, CFP®.
With the end of the year approaching, now may be a good time to review your investments and other financial matters for the rest of 2022, as well as plan for 2023. To help you assess financial issues to consider before year-end, we provide the resource below. As always, we are here to help you and your family throughout your financial journey. We can provide resources, experience, and strategies that may be valuable to you. Please feel free to reach out to us if you have any questions.
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This resource was created by fpPathfinder. SJS pays an annual subscription in order to license resources from fpPathfinder.
There is no guarantee investment strategies will be successful. Past performance is no guarantee of future results. Diversification neither assures a profit nor guarantees against a loss in a declining market.
Advisory services are provided by SJS Investment Services, a registered investment advisor (RIA) with the SEC. Registration does not imply a certain level of skill or training. SJS Investment Services does not provide legal or tax advice. Please consult your legal or tax professionals for specific advice.
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