The beginning of 2026 is a natural checkpoint to make sure your saving, gifting, and protection strategies still match the life you are living today. Your financial planning can benefit from a fresh look at the start of each year and we have a some actionable ideas to start the new year on the right foot, financially.

Each quarter, we create an outlook that covers topics including general investment market conditions, financial planning considerations, and SJS news.

This Outlook includes Founder & CEO Scott J. Savage’s gratitude for your 40 years of trust, how you can earn more interest on your cash, welcoming new SJS Team members, and looking forward to Q3 2024.

We would like to welcome Robert Schaefer to the SJS Team! As an Advisor, Robby works with both individual and institutional clients.