Scott Savage

November 1, 2019

Client Service

The "One" Number That Matters Most

Scott Savage

November 1, 2019

Client Service

It’s the measurement of how many clients stay with SJS from year to year. Known as client retention, for 2018, our number was a humbling 98%.

Scott Savage

October 29, 2019

SJS News

SJS Welcomes (Back) Bobby Adusumilli

Scott Savage

October 29, 2019

SJS News

Former SJS intern Bobby Adusumilli has returned to SJS. Please join us in warmly welcoming Bobby (back) to SJS!

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

October 15, 2019

Financial Planning

When You Call, Use Your "Smart" Phone

Scott Savage

October 15, 2019

Financial Planning

Sometimes, it may be helpful to point to a market force that may be actionable for you or your loved ones. One such market force now? Falling mortgage rates.

Jennifer Smiljanich, CFP®

July 30, 2019

Financial Planning

What is YOUR Expected Return?

Jennifer Smiljanich, CFP®

July 30, 2019

Financial Planning

We understand that your investment return has a purpose, that your investments are connected to the people, enterprises, and causes that matter to you.

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.

Thomas Kelly, CFA

July 16, 2019

Financial Planning

What Is The Value Of Your Advisor?

Thomas Kelly, CFA

July 16, 2019

Financial Planning

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.

Scott Savage

June 8, 2019

Financial Planning

Never Fly Solo

Scott Savage

June 8, 2019

Financial Planning

We know a team is only as good as how well its members work together – for you, and for each other. So what are our secrets for achieving success as a team?

Scott Savage

June 5, 2019

SJS News

‘MySJS’ Now Available With New Mobile App

Scott Savage

June 5, 2019

SJS News

‘MySJS’ Now Available With New Mobile App

In today’s always-on, information-at-your-fingertips world, we know you may want to check your portfolio on the go. Our new MySJS mobile app lets you do just that.

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.

Scott Savage

March 25, 2019

Financial Planning

10 Commandments … of Money

Scott Savage

March 25, 2019

Financial Planning

It seems like a good time to share one of our most requested SJS features – the 10 Commandments…of Money. We think good advice certainly bears repeating!

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.

Scott Savage

February 12, 2019

Financial Planning

Industry Speak vs. ‘SJS Speak’

Scott Savage

February 12, 2019

Financial Planning

Have you ever read an article in a magazine or newsletter, and come away feeling more confused and with less understanding *after* having read it?