People generally don’t want to feel judged for past financial decisions. Many current clients waited a long time to meet with me initially because they were feeling insecure and embarrassed about their past decisions.

Like for a bicycle or car, you need all of the pieces in all of the right places for your investment portfolio to work properly.

SJS uses our 2021 Capital Market Expectations to help design a portfolio that is appropriate for you, and to share insights from the SJS Investment Committee.

As we move from young adulthood into careers and perhaps marriage and child-rearing and beyond, our priorities shift to try to answer questions like the following.

It appears that Democrats will control the Presidency and Congress. Naturally, the question many clients have been asking is “What does this mean for my portfolio?”

The alter ego to the Internet’s free-flow of information is “cybercrime.” There are several steps you can take to help protect your personal, private information.

Some taxable clients have recently asked us: what can we do with our harvested losses? Investors may have the following options.

We want to provide the below resource to help you easily find important financial planning numbers for 2021.

Here is a short list of what you can do now to ease the burden on your loved ones in case some unexpected event prevents you from caring for your family.

What should you think about when considering refinancing a mortgage? We provide this resource for you to help determine whether to refinance your mortgage.

Did you know that 70 percent of millionaire families lose their wealth by the second generation (grandchildren)? It doesn’t have to. Here’s what you need to know.

It can take extra effort to practice patience as an investor. We believe it is more useful to spend our time on the things we can control.

Wise decisions and actions today can often give you more options tomorrow. To that end, we will revisit some strategies behind a solid investment plan.

Our approach is centered around sitting on the same side of the table as you, acting as a fiduciary, being bound ethically to act in your best interests.

When should you start a business? When the discomfort of your current situation outweighs the discomfort of launching your new business.

Over 25+ years of working with clients, we have learned that effective preparation can help you avoid potential problems and undesired outcomes in the future.

With so many things to think about while raising good kids, do you have concerns that your child is not yet ready to shoulder this responsibility on his or her own?

The government passed the CARES Act and other stimulus to help provide more financial flexibility. We offer a summary of how those rulings may affect you.

Within each story about “those humble beginnings” are the clues to the degree of success—and happiness—achieved in the end. Here are such three traits.

Regrets are a great reminder for me of what my dad used to say: ‘We are all here on a rain check.’ It's up to each of us to cash in that check and not delay.