The SJS Annual Report provides updates on the SJS Team, MarketPlus Investing®, SJS purpose, mission, & values, multi-family office services, and SJS community involvement.

The SJS Annual Report provides updates on the SJS Team, MarketPlus Investing®, SJS purpose, mission, & values, multi-family office services, and SJS community involvement.

As advisors and professional investors, we hold vivid memories of the times when markets are volatile and bear markets ensue.

Video on our MarketPlus Investing philosophy.

Smart investors do their homework, find people they can trust and use strategies that work for them. Here are three things investors must know about themselves.

We believe economic inflation is a real risk - the other edge of the sword in contrast to the risk of stock-market volatility that is so often referenced in investment-risk discussions.

In our estimation and experience, most predictions are largely speculative and unreliable. The only prediction we are prepared to make is based on historical evidence that prices/economies tend to recover after economic shocks.

When you “buy low,” and prices go lower, it can test conviction. Nonetheless, we believe now is a good time to stick with and lean-in to MarketPlus Investing.

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.

To help small businesses and nonprofits, we have summarized a few key provisions of the Coronavirus Aid, Relief, and Economic Security Act (CARES Act).

We are thankful to have Kevin Kelly, CFA and Meredith Sleet as part of the SJS team, and we look forward to their leadership, guidance, and the sound of their friendly voices for many years to come.

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

Through helping clients invest through MarketPlus Investing, we have discovered three main reasons why investors often have difficulty investing on their own.