Thomas Kelly, CFA

July 16, 2019

Financial Planning

What Is The Value Of Your Advisor?

Thomas Kelly, CFA

July 16, 2019

Financial Planning

Studies have shown the estimated value of a financial advisor to be worth 1.6% to 4.1%, annually. SJS strives to implement many of these “value-add” services.

Scott Savage

June 8, 2019

Financial Planning

Never Fly Solo

Scott Savage

June 8, 2019

Financial Planning

We know a team is only as good as how well its members work together – for you, and for each other. So what are our secrets for achieving success as a team?

Scott Savage

March 25, 2019

Financial Planning

10 Commandments … of Money

Scott Savage

March 25, 2019

Financial Planning

It seems like a good time to share one of our most requested SJS features – the 10 Commandments…of Money. We think good advice certainly bears repeating!

Scott Savage

February 12, 2019

Financial Planning

Industry Speak vs. ‘SJS Speak’

Scott Savage

February 12, 2019

Financial Planning

Have you ever read an article in a magazine or newsletter, and come away feeling more confused and with less understanding *after* having read it?

Jennifer Smiljanich, CFP®

November 20, 2018

Financial Planning

Charitable Giving And Tax Considerations For Year-End

Jennifer Smiljanich, CFP®

November 20, 2018

Financial Planning

Charitable Giving And Tax Considerations For Year-End

In the holiday season, what can you do to still fulfill your charitable intent, while also making tax-smart investing decisions?

Scott Savage

October 1, 2018

Financial Planning

Is Your Investment Professional A Butcher? Or A Dietitian?

Scott Savage

October 1, 2018

Financial Planning

Is Your Investment Professional A Butcher? Or A Dietitian?

In my experience, just about all broker dealers’ ads and marketing materials sure sound like they want you to believe they are in the advice business.

Jennifer Smiljanich, CFP®

August 22, 2018

Financial Planning

Changing Or Creating A Trust?

Jennifer Smiljanich, CFP®

August 22, 2018

Financial Planning

When’s the last time you updated your trust document? Or, maybe your life circumstances have you considering a trust for the first time.

Jennifer Smiljanich, CFP®

August 15, 2018

Financial Planning

5 Financial Tips For Your College Grad

Jennifer Smiljanich, CFP®

August 15, 2018

Financial Planning

Sometimes it takes a mistake – or two – to learn the lesson. To help avoid painful lessons, here are five tips to help your college grad get on solid ground.

Scott Savage

August 8, 2018

Financial Planning

How To Get Back To Counting Sheep

Scott Savage

August 8, 2018

Financial Planning

Do you ever lie awake at night, and instead of counting sheep, find yourself pondering these financial questions?

Jennifer Smiljanich, CFP®

August 1, 2018

Financial Planning

MarketPlus Investing®

Jennifer Smiljanich, CFP®

August 1, 2018

Financial Planning

When we say, “You come first,” – we mean it! At SJS, we’re all about the “plus”! One of the “pluses” is that you come first. All the time, and every time.

Kevin Kelly, CFA

July 16, 2018

Financial Planning

Non-Profits – Are You Planning for the Next 100 Years?

Kevin Kelly, CFA

July 16, 2018

Financial Planning

Non-Profits – Are You Planning for the Next 100 Years?

Responsible governance is less about the newest trends in leadership and investing, and more about being responsible and calm no matter what markets do.

Jennifer Smiljanich, CFP®

May 22, 2018

Financial Planning

Planning for the Future … With YOU, Front and Center

Jennifer Smiljanich, CFP®

May 22, 2018

Financial Planning

Planning for the Future … With YOU, Front and Center

The SJS foundation established in 1995 remains as strong as ever and will continue to guide us into the future. Our guiding principles start with servant leadership, which results in a “You Come First. All the Time. Every Time.” culture.

Jennifer Smiljanich, CFP®

April 5, 2017

Financial Planning

Is It Time to Throw Out the ‘Three-Legged Stool’?

Jennifer Smiljanich, CFP®

April 5, 2017

Financial Planning

Is It Time to Throw Out the ‘Three-Legged Stool’?

Social Security and private pensions are less secure than in the past. It’s up to us to do more individually to save for retirement. What tools do we have?

Jennifer Smiljanich, CFP®

November 17, 2016

Financial Planning

How To Leap From A Paycheck To Relying On Assets…

Jennifer Smiljanich, CFP®

November 17, 2016

Financial Planning

How To Leap From A Paycheck To Relying On Assets…

You may ask yourself: Can I even afford to retire and still live the life I want, care for the people I love, and have enough money to last the rest of my years? Our what-if scenarios and considerations can help reduce some of that uneasiness.

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.

Scott Savage

July 15, 2016

Financial Planning

SJS Does All That?

Scott Savage

July 15, 2016

Financial Planning

It happens, time and time again. One of us will meet with a long-time client, and that client will learn about one of the many services SJS can provide and exclaim, “I didn’t know SJS could do that!”

Scott Savage

August 10, 2015

Financial Planning

It Pays To Look Back

Scott Savage

August 10, 2015

Financial Planning

There is something we can do to escape the busy trap. What’s the trick? Spend a little time every day looking back and celebrating your successes.

Scott Savage

July 9, 2015

Financial Planning

How to Choose the Right Financial Professional

Scott Savage

July 9, 2015

Financial Planning

How to Choose the Right Financial Professional

You might be wondering how someone who is “advising” you – which by definition means guiding, informing, and counseling – could be in conflict to your interests?

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.