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

With America celebrating 250 years of independence, it feels like an appropriate time to reflect on the value of independence in our own industry and why we believe it still matters to clients today.

Elizabeth joined the SJS team in 2026 as a Client Services Associate. She assists with client onboarding, account maintenance, and ongoing service requests, partnering closely with the advisory team to support day-to-day operations and help ensure a seamless client experience.

At SJS Investment Services, we believe financial literacy is one of the most powerful tools you can develop early in life. When individuals build strong financial habits at a young age, they gain more than just knowledge - they can develop discipline, confidence, and long-term resilience.

Chris joined SJS in 2026 as Chief Operating Officer and looks forward to supporting SJS' operations and exceptional client experience. 

At SJS Investment Services, we believe the client experience is about more than numbers on a page. Our mission is to empower you to build better lives. Recently, our internal SJS Book Club explored The Power of Moments by Chip and Dan Heath, a book that examines why certain experiences stand out — and how we can intentionally create more of them for our clients, colleagues, and communities.