Jennifer Smiljanich, CFP®

August 21, 2020

Financial Planning, Introduction to Investing

Saving as a Young Professional: Give Yourself Options

Jennifer Smiljanich, CFP®

August 21, 2020

Financial Planning, Introduction to Investing

Saving as a Young Professional: Give Yourself Options

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.

Thomas Kelly, CFA

August 14, 2020

Financial Planning

What Is The Value Of Your Advisor? – Looking Out for Your Best Interests

Thomas Kelly, CFA

August 14, 2020

Financial Planning

What Is The Value Of Your Advisor? – Looking Out for Your Best Interests

Our approach is centered around sitting on the same side of the table as you, acting as a fiduciary, being bound ethically to act in your best interests.

Scott Savage

August 7, 2020

Financial Planning

When Should You Start A Business?

Scott Savage

August 7, 2020

Financial Planning

When should you start a business? When the discomfort of your current situation outweighs the discomfort of launching your new business.

Lisa Denstorff

July 31, 2020

Financial Planning

The Importance Of Preparation

Lisa Denstorff

July 31, 2020

Financial Planning

Over 25+ years of working with clients, we have learned that effective preparation can help you avoid potential problems and undesired outcomes in the future.

Jeff Yost

July 24, 2020

Financial Planning

What To Do When Your Baby Grows Up

Jeff Yost

July 24, 2020

Financial Planning

With so many things to think about while raising good kids, do you have concerns that your child is not yet ready to shoulder this responsibility on his or her own?

Jennifer Smiljanich, CFP®

July 9, 2020

Financial Planning

Mid-Year Updates: IRA And PPP Rules

Jennifer Smiljanich, CFP®

July 9, 2020

Financial Planning

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.

Scott Savage

June 26, 2020

Financial Planning

Three Traits Successful People Share

Scott Savage

June 26, 2020

Financial Planning

Within each story about “those humble beginnings” are the clues to the degree of success—and happiness—achieved in the end. Here are such three traits.

Scott Savage

June 12, 2020

Financial Planning

The Secret To A Regret-Free Life

Scott Savage

June 12, 2020

Financial Planning

Regrets are a great reminder for me of what my dad used to say: ‘We are all here on a rain check.’ It's up to each of us to cash in that check and not delay.

Scott Savage

June 5, 2020

Financial Planning

Listening Pays Off

Scott Savage

June 5, 2020

Financial Planning

We have a saying: “When our clients talk, we listen.” Our best client relationships form not when we do a lot of talking, but when we do a lot of listening.

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.

Kevin Kelly, CFA

April 7, 2020

Financial Planning

CARES ACT: Key Changes in Tax/Benefits Provisions for Families and Businesses

Kevin Kelly, CFA

April 7, 2020

Financial Planning

CARES ACT: Key Changes in Tax/Benefits Provisions for Families and Businesses

We want to share a summary of recent legislation that may affect you as you navigate through future decision-making for your families and businesses.

Kevin Kelly, CFA

April 7, 2020

Financial Planning

CARES ACT – Resources For Small Businesses And Nonprofits

Kevin Kelly, CFA

April 7, 2020

Financial Planning

CARES ACT – Resources For Small Businesses And Nonprofits

To help small businesses and nonprofits, we have summarized a few key provisions of the Coronavirus Aid, Relief, and Economic Security Act (CARES Act).

Scott Savage

March 23, 2020

Financial Planning

Grocery Stores And Equilibrium

Scott Savage

March 23, 2020

Financial Planning

As Americans, we have a history of navigating uncertainty and innovating our way through challenges. I believe we will get to the other side of the COVID-19 challenge together and grow through the process.

Thomas Kelly, CFA

March 12, 2020

Financial Planning

Working To Control What You Can

Thomas Kelly, CFA

March 12, 2020

Financial Planning

We can identify the risks we know of, craft an appropriate plan given those risks, act according to the plan, update the plan using new information, and repeat.

Thomas Kelly, CFA

February 26, 2020

Financial Planning

Resilience In The Face Of The Coronavirus

Thomas Kelly, CFA

February 26, 2020

Financial Planning

Resilience In The Face Of The Coronavirus

SJS believes in the resilience of people and markets to respond well in the face of new obstacles, with the current coronavirus as no exception.

Thomas Kelly, CFA

February 10, 2020

Financial Planning

Making Sense of the Future: SJS 2020 Capital Markets Expectations

Thomas Kelly, CFA

February 10, 2020

Financial Planning

Making Sense of the Future: SJS 2020 Capital Markets Expectations

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

Jennifer Smiljanich, CFP®

January 29, 2020

Financial Planning

The SECURE Act Shifts The Rules Of Retirement

Jennifer Smiljanich, CFP®

January 29, 2020

Financial Planning

The SECURE Act Shifts The Rules Of Retirement

We’ve highlighted some of the more significant modifications within the SECURE Act that affect your retirement planning.

Andrew Schaetzke, CFP®

January 3, 2020

Financial Planning

Increased 401(k), 403(b) Contribution Limits In Effect For 2020

Andrew Schaetzke, CFP®

January 3, 2020

Financial Planning

Increased 401(k), 403(b) Contribution Limits In Effect For 2020

The IRS has announced new retirement account contribution guidelines for 2020. Contributing more to your retirement accounts now can lead to a lower tax bill – not to mention more income in retirement.

Scott Savage

October 15, 2019

Financial Planning

When You Call, Use Your "Smart" Phone

Scott Savage

October 15, 2019

Financial Planning

Sometimes, it may be helpful to point to a market force that may be actionable for you or your loved ones. One such market force now? Falling mortgage rates.

Jennifer Smiljanich, CFP®

July 30, 2019

Financial Planning

What is YOUR Expected Return?

Jennifer Smiljanich, CFP®

July 30, 2019

Financial Planning

We understand that your investment return has a purpose, that your investments are connected to the people, enterprises, and causes that matter to you.