SJS Investment Services has been recognized in CNBC’s 2024 FA 100 list, an annual ranking of registered investment advisory (RIA) firms within the USA.
All business exits have pros and cons. Recently, I was introduced to a business owner who had just completed selling his company to a long-time loyal employee.
SJS Q4 2021 Outlook including our reflections on 2021 and what we are excited about for 2022, how your finances may change in 2022, important dates and events in Q1 2022, and Tom Kelly’s healthy newborn child Oliver Kelly.
We detail changes to official federal legislation, proposed legislation, and other financial planning considerations that may impact you and your family in 2022.