Grant Sims, CFP® 11/6/26 Grant Sims, CFP® 11/6/26

2026 Year-End Financial Planning

As 2026 comes to a close, it's a good time to review your financial picture and consider what lies ahead. Year-end planning provides an opportunity to revisit important financial decisions, identify potential opportunities, and ensure your strategy remains aligned with your goals for the year ahead.

Thomas Kelly, CFA 9/1/26 Thomas Kelly, CFA 9/1/26

Tax-Efficient Investing: Why Coordinating Tax and Investment Decisions Matters More Than Headline Returns

Benjamin Franklin famously said, “In this world, nothing is certain except death and taxes.”[1]

Bobby Adusumilli 7/22/26 Bobby Adusumilli 7/22/26

530A Account (Trump Account): A New Tax-Advantaged Savings Option For Children

On July 4, 2026, a new tax-advantaged investment account was officially launched by the US government: 530A accounts, also known as Trump accounts.

Austin Grizzell, CFP®, CPWA® 4/13/26 Austin Grizzell, CFP®, CPWA® 4/13/26

Why “Set It And Forget It” May Not Work For High‑Net‑Worth Families

In recent years, the rise of index funds has reshaped how many investors think about managing money. Low costs, diversification, and simplicity are real advantages – and within investment portfolios, they’ve proven effective over time. But in our experience, the idea of “set it and forget it” doesn’t typically translate well beyond investments.

Elizabeth Molique 3/23/26 Elizabeth Molique 3/23/26

Coordinating Tax and Investment Decisions

At SJS, we work with you to understand the complex topic of taxes. Tax-efficient investing involves aiming to reduce and defer taxes through optimized investment management.

Andrew Schaetzke, CFP® 12/4/25 Andrew Schaetzke, CFP® 12/4/25

Important Financial Planning Numbers For 2026

As you look ahead to 2026, it’s easy to feel overwhelmed by all the new financial and tax updates. To make things simpler, we want to highlight the key numbers to keep on your radar this year.