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

The SJS Q4 2022 Outlook includes our insights on the U.S. bond market over the past year, steps to help you plan financially for the new year, a thank you to Bev Langley, and looking forward to Q1 2023.

We asked each student to write a summary of what they learned during the internship, which we share here. We thank Kleiston, CJ, Beckham, and Zach for spending their internship with us, and we wish them well going forward!

The SJS Q3 2022 Outlook includes our insights on the performance of global markets so far in 2022, supporting our communities, a new member of the SJS Team, and looking forward to Q4 2022.

SJS Q2 2022 Outlook including our insights on what is driving stock market returns, what you can do about inflation, more members of the SJS family, and looking forward to Q3 2022.

For two 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.

SJS Q1 2022 Outlook including our insights on market corrections and market highs, the rise in interest rates, “The Fastest Company In The World”, and looking forward to Q2 2022.

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.

SJS Q3 2021 Outlook on the SJS 100-Year Vision, what you can control even if you are worried about the markets, tax-smart considerations before year-end, and the SJS 20-Year Club.

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.

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.

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

SJS Q4 2020 Outlook on recent market conditions, financial planning considerations, and SJS news.

We want to share a summary of recent legislation that may affect you as you navigate through future decision-making for your families and businesses.

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.

Maybe you’ve tried to talk with your kids about financial responsibility. Or maybe you haven’t. That’s okay. We can have the conversation on your behalf.