Bobby Adusumilli

October 23, 2020

Investing

How Will Inflation Impact Your Portfolio?

Bobby Adusumilli

October 23, 2020

Investing

How Will Inflation Impact Your Portfolio?

Since expected U.S. inflation is now near the long-term target of 2.00%, we think it is reasonable to expect that interest rates will remain near current levels.

Thomas Kelly, CFA

October 15, 2020

Investing

How Will The Presidential Election Impact Your Investments?

Thomas Kelly, CFA

October 15, 2020

Investing

How Will The Presidential Election Impact Your Investments?

Based on our research, we believe your portfolio allocation and the discipline to stick to it are far more important to your results than who is President.

Scott Savage

October 9, 2020

Investing

Unmasking The 2020 Stock Market

Scott Savage

October 9, 2020

Investing

As we begin the last quarter of a surreal 2020, SJS feels compelled to “unmask” the U.S. stock market’s performance year-to-date.

Scott Savage

September 17, 2020

Investing

What Business Should You Start?

Scott Savage

September 17, 2020

Investing

I am often asked by aspiring entrepreneurs, “What business should I start?” If you can find overlap in these three areas, you just might have a business idea.

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.

Kevin Kelly, CFA

July 2, 2020

Investing

Market Movements Q2 2020: The Sequel

Kevin Kelly, CFA

July 2, 2020

Investing

In our estimation and experience, most predictions are largely speculative and unreliable. The only prediction we are prepared to make is based on historical evidence that prices/economies tend to recover after economic shocks.

Kevin Kelly, CFA

June 17, 2020

Investing

Value Opportunities

Kevin Kelly, CFA

June 17, 2020

Investing

When you “buy low,” and prices go lower, it can test conviction. Nonetheless, we believe now is a good time to stick with and lean-in to MarketPlus Investing.

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.

Thomas Kelly, CFA

October 22, 2019

Investing

The Price Is Right

Thomas Kelly, CFA

October 22, 2019

Investing

When comparing price relative to a standard measure, we can make an educated guess that mutual funds made up of lower-priced stocks may offer an opportunity for a greater return in the future.

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.

Thomas Kelly, CFA

April 11, 2019

Investing

Reap What You Sow

Thomas Kelly, CFA

April 11, 2019

Investing

Investment droughts will arise. Instead of trying to predict when and where ‘rain’ may come, we recommend that you preemptively plant your assets in rich soil.

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

February 20, 2019

Investing

Stock Picking – Who’s Keeping Score?

Scott Savage

February 20, 2019

Investing

Picking stocks is a very difficult game, even for the most seasoned professionals. We believe that diversification is the best way to manage stock investing risk.

Kirk Ludwig, CFIP, AIF®

December 5, 2018

Investing

Bond Returns – Could The ‘Drought’ Be Ending?

Kirk Ludwig, CFIP, AIF®

December 5, 2018

Investing

Bond Returns – Could The ‘Drought’ Be Ending?

In the bond market, we have been experiencing our own version of a “drought” over the past decade – a shortage of income (or, yield) from our bonds.

Andrew Schaetzke, CFP®

August 15, 2017

Investing

Let’s Talk Finances … With Your Kids!

Andrew Schaetzke, CFP®

August 15, 2017

Investing

Maybe you’ve tried to talk with your kids about financial responsibility. Or maybe you haven’t. That’s okay. We can have the conversation on your behalf.

Scott Savage

May 12, 2017

Investing

Investment Advice You Don’t Hear Every Day

Scott Savage

May 12, 2017

Investing

Investment Advice You Don’t Hear Every Day

Many SJS clients have generated their wealth through concentrated bets that began as very small investments, perhaps sweat equity, and grew over time.

Kevin Kelly, CFA

April 28, 2017

Investing

Three Common Mistakes Many Investors Make

Kevin Kelly, CFA

April 28, 2017

Investing

Three Common Mistakes Many Investors Make

Through helping clients invest through MarketPlus Investing, we have discovered three main reasons why investors often have difficulty investing on their own.

Gary Geiger, CLU® AIF®

March 14, 2016

Investing

Annuities 101

Gary Geiger, CLU® AIF®

March 14, 2016

Investing

Annuities are long-term investments designed to help you achieve your long-term goals. Annuities provide the benefit of tax-deferred growth of earnings.