When To Sell Your Business
If you don’t know whether you want to sell your business or how you would go about selling your business, we recommend starting with the following steps.
How Would President Biden's Tax Plan Impact Your Finances?
President Biden’s administration recently released details of a proposed tax plan. To help you determine how the proposed tax plan may impact your finances, we provide these resources.
Thanks IRS, Here We Go Again!
The IRS recently announced a delay to the date for filing and making 2020 federal tax payments, from April 15, 2021 to May 17, 2021. This change applies to individual returns.
Financial Gifting Strategies For Your Family
Many people want to explore how they can make gifts to family members without affecting their own financial security. We offer these possible gifting options.
Financial Considerations When Facing Divorce
We understand the transition when facing divorce, and will support your well-being, financial and otherwise. Some topics you should consider include the following.
Helping You, Not Judging You
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.
The Sum Of Its Parts
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 2021 Capital Markets Expectations: Making Sense Of The Future
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.
Generation To Generation - Financial Planning Questions As You Get Older
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.
Should You Change Your Financial Plan Because Of A One-Party Government?
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?”
Are Your Assets Protected From Cyber Attack?
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.
There's Always Something Smart To Do: Harvesting Losses
Some taxable clients have recently asked us: what can we do with our harvested losses? Investors may have the following options.
Always Expect The Unexpected
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.
When Should You Refinance Your Mortgage?
What should you think about when considering refinancing a mortgage? We provide this resource for you to help determine whether to refinance your mortgage.
How To Maintain Wealth For Generations
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.
Leave The Worrying To Us
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.
Saving as a Young Professional: Give Yourself Options
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.
What Is The Value Of Your Advisor? – Looking Out for Your Best Interests
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 should you start a business? When the discomfort of your current situation outweighs the discomfort of launching your new business.
The Importance Of Preparation
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.