SJS began sponsoring an Assistance Dog at The Ability Center in Sylvania, Ohio. Assistance Dogs help individuals with disabilities achieve greater independence.
A SPAC is a publicly traded company that raises money from investors with the intent of taking some not-yet-determined private company public. Like giving your child a blank check to go buy whatever they want. What could go wrong?
SJS uses our 2021 Capital Market Expectations to help design a portfolio that is appropriate for you, and to share insights from the SJS Investment Committee.
Ignorance is bliss. At least that’s how we feel about the markets in 2020. The person who did not look at the news or troubles of the world was rewarded with an incredible year in the markets.
It appears that Democrats will control the Presidency and Congress. Naturally, the question many clients have been asking is “What does this mean for my portfolio?”
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.
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.
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.
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.
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.
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.
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.