Scott Savage

December 30, 2020

Investing

Are You Starting To Invest? Some Considerations

Scott Savage

December 30, 2020

Investing

Are You Starting To Invest? Some Considerations

We think having the next generation beginning to invest is a great thing. We believe these points can help you as you start your investment journey.

Jennifer Smiljanich, CFP®

December 22, 2020

Financial Planning

Are Your Assets Protected From Cyber Attack?

Jennifer Smiljanich, CFP®

December 22, 2020

Financial Planning

Are Your Assets Protected From Cyber Attack?

The alter ego to the Internet’s free-flow of information is “cybercrime.” There are several steps you can take to help protect your personal, private information.

Scott Savage

December 16, 2020

Community Involvement

'Tis The Season: 7 Tips To Help Your Favorite Nonprofit Raise More Money

Scott Savage

December 16, 2020

Community Involvement

'Tis The Season: 7 Tips To Help Your Favorite Nonprofit Raise More Money

For nonprofits, less than 50% of donations come from the previous year’s donors. Here are 7 ways to potentially inspire more giving to your favorite nonprofit.

Andrew Schaetzke, CFP®

December 11, 2020

Financial Planning

There's Always Something Smart To Do: Harvesting Losses

Andrew Schaetzke, CFP®

December 11, 2020

Financial Planning

There's Always Something Smart To Do: Harvesting Losses

Some taxable clients have recently asked us: what can we do with our harvested losses? Investors may have the following options.

Andrew Schaetzke, CFP®

December 9, 2020

Financial Planning

2021 Financial Planning: Tax Rates, Retirement Plan Contributions, and More

Andrew Schaetzke, CFP®

December 9, 2020

Financial Planning

We want to provide the below resource to help you easily find important financial planning numbers for 2021.

Scott Savage

November 19, 2020

SJS News

SJS 25th Anniversary: In Gratitude To You

Scott Savage

November 19, 2020

SJS News

SJS 25th Anniversary: In Gratitude To You

Thank you for all your collaboration, confidence, and trust in us over the past 25 years. Please know the depth of my gratitude is impossible to put into words.

Jennifer Smiljanich, CFP®

October 29, 2020

Financial Planning

Always Expect The Unexpected

Jennifer Smiljanich, CFP®

October 29, 2020

Financial Planning

Here is a short list of what you can do now to ease the burden on your loved ones in case some unexpected event prevents you from caring for your family.

Bobby Adusumilli

October 23, 2020

Investing

How Will Inflation Impact Your Portfolio?

Bobby Adusumilli

October 23, 2020

Investing

How Will Inflation Impact Your Portfolio?

Since expected U.S. inflation is now near the long-term target of 2.00%, we think it is reasonable to expect that interest rates will remain near current levels.

Thomas Kelly, CFA

October 15, 2020

Investing

How Will The Presidential Election Impact Your Investments?

Thomas Kelly, CFA

October 15, 2020

Investing

How Will The Presidential Election Impact Your Investments?

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.

Scott Savage

October 9, 2020

Investing

Unmasking The 2020 Stock Market

Scott Savage

October 9, 2020

Investing

As we begin the last quarter of a surreal 2020, SJS feels compelled to “unmask” the U.S. stock market’s performance year-to-date.

Scott Savage

October 6, 2020

SJS News

SJS Welcomes Michael Savage!

Scott Savage

October 6, 2020

SJS News

After interning at the SJS Arizona office in Spring 2020, Michael Savage has joined our team in Sylvania!

Andrew Schaetzke, CFP®

October 1, 2020

Financial Planning

When Should You Refinance Your Mortgage?

Andrew Schaetzke, CFP®

October 1, 2020

Financial Planning

When Should You Refinance Your Mortgage?

What should you think about when considering refinancing a mortgage? We provide this resource for you to help determine whether to refinance your mortgage.

Scott Savage

September 24, 2020

Retirement Plans

What Is The Value Of Your Advisor? - Retirement Plans

Scott Savage

September 24, 2020

Retirement Plans

What do plan sponsors find important when it comes to structuring and managing retirement plans for their participants?

Scott Savage

September 17, 2020

Investing

What Business Should You Start?

Scott Savage

September 17, 2020

Investing

I am often asked by aspiring entrepreneurs, “What business should I start?” If you can find overlap in these three areas, you just might have a business idea.

Scott Savage

September 10, 2020

Financial Planning

How To Maintain Wealth For Generations

Scott Savage

September 10, 2020

Financial Planning

Did you know that 70 percent of millionaire families lose their wealth by the second generation (grandchildren)? It doesn’t have to. Here’s what you need to know.

Jennifer Smiljanich, CFP®

September 3, 2020

Financial Planning

Leave The Worrying To Us

Jennifer Smiljanich, CFP®

September 3, 2020

Financial Planning

It can take extra effort to practice patience as an investor. We believe it is more useful to spend our time on the things we can control.

Kirk Ludwig, CFIP, AIF®

August 27, 2020

Investing

I Know You Can’t Predict The Future, But….

Kirk Ludwig, CFIP, AIF®

August 27, 2020

Investing

I Know You Can’t Predict The Future, But….

The stock market, like the bookmaker, handicaps all known information. You are betting on if your expectation is different than what the market expects.

Jennifer Smiljanich, CFP®

August 21, 2020

Financial Planning, Introduction to Investing

Saving as a Young Professional: Give Yourself Options

Jennifer Smiljanich, CFP®

August 21, 2020

Financial Planning, Introduction to Investing

Saving as a Young Professional: Give Yourself Options

Wise decisions and actions today can often give you more options tomorrow. To that end, we will revisit some strategies behind a solid investment plan.

Scott Savage

August 18, 2020

SJS News

SJS Investment Services Recognized In RIA Channel's 2020 Top 100 Wealth Manager List

Scott Savage

August 18, 2020

SJS News

SJS Investment Services Recognized In RIA Channel's 2020 Top 100 Wealth Manager List

SJS Investment Services has been recognized in RIA Channel’s 2020 Top 100 Wealth Manager List, an annual ranking of independent investment advisory firms within the United States.

Thomas Kelly, CFA

August 14, 2020

Financial Planning

What Is The Value Of Your Advisor? – Looking Out for Your Best Interests

Thomas Kelly, CFA

August 14, 2020

Financial Planning

What Is The Value Of Your Advisor? – Looking Out for Your Best Interests

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.