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.

Jennifer Smiljanich, CFP®

November 20, 2018

Financial Planning

Charitable Giving And Tax Considerations For Year-End

Jennifer Smiljanich, CFP®

November 20, 2018

Financial Planning

Charitable Giving And Tax Considerations For Year-End

In the holiday season, what can you do to still fulfill your charitable intent, while also making tax-smart investing decisions?

Scott Savage

October 1, 2018

Financial Planning

Is Your Investment Professional A Butcher? Or A Dietitian?

Scott Savage

October 1, 2018

Financial Planning

Is Your Investment Professional A Butcher? Or A Dietitian?

In my experience, just about all broker dealers’ ads and marketing materials sure sound like they want you to believe they are in the advice business.

Jennifer Smiljanich, CFP®

August 22, 2018

Financial Planning

Changing Or Creating A Trust?

Jennifer Smiljanich, CFP®

August 22, 2018

Financial Planning

When’s the last time you updated your trust document? Or, maybe your life circumstances have you considering a trust for the first time.

Jennifer Smiljanich, CFP®

August 15, 2018

Financial Planning

5 Financial Tips For Your College Grad

Jennifer Smiljanich, CFP®

August 15, 2018

Financial Planning

Sometimes it takes a mistake – or two – to learn the lesson. To help avoid painful lessons, here are five tips to help your college grad get on solid ground.

Scott Savage

August 8, 2018

Financial Planning

How To Get Back To Counting Sheep

Scott Savage

August 8, 2018

Financial Planning

Do you ever lie awake at night, and instead of counting sheep, find yourself pondering these financial questions?

Jennifer Smiljanich, CFP®

August 1, 2018

Financial Planning

MarketPlus Investing®

Jennifer Smiljanich, CFP®

August 1, 2018

Financial Planning

When we say, “You come first,” – we mean it! At SJS, we’re all about the “plus”! One of the “pluses” is that you come first. All the time, and every time.

Kevin Kelly, CFA

July 16, 2018

Financial Planning

Non-Profits – Are You Planning for the Next 100 Years?

Kevin Kelly, CFA

July 16, 2018

Financial Planning

Non-Profits – Are You Planning for the Next 100 Years?

Responsible governance is less about the newest trends in leadership and investing, and more about being responsible and calm no matter what markets do.

Scott Savage

July 8, 2018

Community Involvement

SJS And Your Metroparks – How Are They Alike?

Scott Savage

July 8, 2018

Community Involvement

SJS And Your Metroparks – How Are They Alike?

Restoring, preserving, protecting: It’s no coincidence that the tenets that I believe make for good environmental strategy also may make for a good financial strategy.

Jennifer Smiljanich, CFP®

May 22, 2018

Financial Planning

Planning for the Future … With YOU, Front and Center

Jennifer Smiljanich, CFP®

May 22, 2018

Financial Planning

Planning for the Future … With YOU, Front and Center

The SJS foundation established in 1995 remains as strong as ever and will continue to guide us into the future. Our guiding principles start with servant leadership, which results in a “You Come First. All the Time. Every Time.” culture.