Jennifer Smiljanich, CFP®

July 22, 2021

Financial Planning

Transition From Work Income To Retirement Income

Jennifer Smiljanich, CFP®

July 22, 2021

Financial Planning

Transition From Work Income To Retirement Income

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.

Thomas Kelly, CFA

July 14, 2021

Investing

The Topic That Keeps Rising To The Top: Inflation

Thomas Kelly, CFA

July 14, 2021

Investing

The Topic That Keeps Rising To The Top: Inflation

Before worrying too much about runaway prices and the inability to pay the rising costs, we believe it’s important to look at a few underlying factors.

Scott Savage

July 9, 2021

Community Involvement

Paying It Forward

Scott Savage

July 9, 2021

Community Involvement

Inspired by many clients throughout the years, SJS Team Members are encouraged to “pay it forward“ with their time, talents, and resources to advance the missions of worthy non-profit organizations.

Scott Savage

July 2, 2021

SJS Outlook

SJS Outlook: Q2 2021

Scott Savage

July 2, 2021

SJS Outlook

SJS Q2 2021 Outlook on inflation, transitioning from work income to retirement income, the MySJS app, new SJS Manager of Human Resources Tiffany Wilson, and a new member of the Schaetzke family.

Bobby Adusumilli

June 24, 2021

Investing, Introduction to Investing

Why Do Investors Underperform?

Bobby Adusumilli

June 24, 2021

Investing, Introduction to Investing

We want to emphasize six aspects of investor psychology - also known as cognitive biases - that tend to hurt investor performance, and what investors can do to address these biases.

Andrew Schaetzke, CFP®

June 17, 2021

Financial Planning

What Should You Consider When Reviewing Your Investments?

Andrew Schaetzke, CFP®

June 17, 2021

Financial Planning

What Should You Consider When Reviewing Your Investments?

To help you figure out what to consider when reviewing your investment plan, we provide this resource.

Scott Savage

June 9, 2021

Financial Planning

Scott Savage Discusses His Book, "Your Business Exit: Monetizing Your Life’s Work"

Scott Savage

June 9, 2021

Financial Planning

SJS Investment Services Founder & CEO Scott Savage sat down with the Family Wealth Alliance to discuss insights from his book, "Your Business Exit: Monetizing Your Life’s Work."

Scott Savage

June 3, 2021

Financial Planning

Growing A Business Is A Series Of Mistakes

Scott Savage

June 3, 2021

Financial Planning

Growing A Business Is A Series Of Mistakes

26 years later and having tasted every flavor of humble pie, I offer a number of experienced-based ways to reduce the risk of making the next big mistake.

Andrew Schaetzke, CFP®

May 27, 2021

Financial Planning

How To Save More Money

Andrew Schaetzke, CFP®

May 27, 2021

Financial Planning

We provide this resource to help you determine ways to save and invest more in tax-efficient ways.

Scott Savage

May 21, 2021

Financial Planning

When To Sell Your Business

Scott Savage

May 21, 2021

Financial Planning

If you don’t know whether you want to sell your business or how you would go about selling your business, we recommend starting with the following steps.

Scott Savage

May 18, 2021

Community Involvement

Three Graduating High School Students Shadow SJS Investment Services

Scott Savage

May 18, 2021

Community Involvement

Three Graduating High School Students Shadow SJS Investment Services

For three graduating high school Seniors who shadowed us recently, we asked each student to write a 2-3 paragraph summary of what they learned during the week.

Kevin Kelly, CFA

May 14, 2021

Investing

What You Need to Know Before You Invest Your Money

Kevin Kelly, CFA

May 14, 2021

Investing

What You Need to Know Before You Invest Your Money

Smart investors do their homework, find people they can trust and use strategies that work for them. Here are three things investors must know about themselves.

Bobby Adusumilli

May 7, 2021

Investing, Introduction to Investing

Are Stocks Riskier Than Bonds?

Bobby Adusumilli

May 7, 2021

Investing, Introduction to Investing

You have probably heard the saying, “Stocks are riskier than bonds.” While the logic makes sense, are stocks actually riskier than bonds?

Scott Savage

April 29, 2021

Client Service

Better Together

Scott Savage

April 29, 2021

Client Service

At SJS, we know a team is only as good as how well its members work together – for you, and for each other. We strive to do both of these things really well.

Andrew Schaetzke, CFP®

April 27, 2021

Financial Planning

How Would President Biden's Tax Plan Impact Your Finances?

Andrew Schaetzke, CFP®

April 27, 2021

Financial Planning

How Would President Biden's Tax Plan Impact Your Finances?

President Biden’s administration recently released details of a proposed tax plan. To help you determine how the proposed tax plan may impact your finances, we provide these resources.

Jennifer Smiljanich, CFP®

April 22, 2021

Investing

The Case For International Diversification

Jennifer Smiljanich, CFP®

April 22, 2021

Investing

The Case For International Diversification

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.

Kevin Kelly, CFA

April 16, 2021

Investing

Inflation: Necessity or Risk? And What Should We Do?

Kevin Kelly, CFA

April 16, 2021

Investing

Inflation: Necessity or Risk? And What Should We Do?

We believe economic inflation is a real risk - the other edge of the sword in contrast to the risk of stock-market volatility that is so often referenced in investment-risk discussions.

Jennifer Smiljanich, CFP®

April 13, 2021

Financial Planning

Thanks IRS, Here We Go Again!

Jennifer Smiljanich, CFP®

April 13, 2021

Financial Planning

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.

Bobby Adusumilli

April 9, 2021

SJS News

Congratulations Bobby Adusumilli, CFA!

Bobby Adusumilli

April 9, 2021

SJS News

Congratulations to SJS Investment Services Investment Associate Bobby Adusumilli, who recently earned the CFA Institute’s CFA charter!

Scott Savage

April 6, 2021

SJS Outlook

SJS Outlook: Q1 2021

Scott Savage

April 6, 2021

SJS Outlook

SJS Q1 2021 Outlook on inflation, international stock diversification, Toledo-made gifts, and tax filing deadlines.