SJS began sponsoring an Assistance Dog at The Ability Center in Sylvania, Ohio. Assistance Dogs help individuals with disabilities achieve greater independence.
In addition to family gifting, many individuals support giving to organizations that aim to help their communities. We highlight some strategies to make the most of your giving dollars.
When you lose a loved one, particularly a spouse, we are here for you. We have helped many individuals over the last twenty-seven years find their footing and renewed confidence.
When we spend as much as thirty or more years of our life working and saving for retirement, the idea of “undoing” our life’s work might seem a little unsettling.
While history has shown that US stock markets have handily outperformed international developed markets in nine of the last eleven calendar years, we may be due for a sea change.
The IRS recently announced a delay to the date for filing and making 2020 federal tax payments, from April 15, 2021 to May 17, 2021. This change applies to individual returns.
Many people want to explore how they can make gifts to family members without affecting their own financial security. We offer these possible gifting options.
We understand the transition when facing divorce, and will support your well-being, financial and otherwise. Some topics you should consider include the following.
As we move from young adulthood into careers and perhaps marriage and child-rearing and beyond, our priorities shift to try to answer questions like the following.
The alter ego to the Internet’s free-flow of information is “cybercrime.” There are several steps you can take to help protect your personal, private information.
Here is a short list of what you can do now to ease the burden on your loved ones in case some unexpected event prevents you from caring for your family.
Wise decisions and actions today can often give you more options tomorrow. To that end, we will revisit some strategies behind a solid investment plan.
The government passed the CARES Act and other stimulus to help provide more financial flexibility. We offer a summary of how those rulings may affect you.
We understand that your investment return has a purpose, that your investments are connected to the people, enterprises, and causes that matter to you.
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.
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.