The SJS foundation established in 1995 remains as strong as ever and will continue to guide us into the future. Our guiding principles start with servant leadership, which results in a “You Come First. All the Time. Every Time.” culture.

Maybe you’ve tried to talk with your kids about financial responsibility. Or maybe you haven’t. That’s okay. We can have the conversation on your behalf.

Many SJS clients have generated their wealth through concentrated bets that began as very small investments, perhaps sweat equity, and grew over time.

Through helping clients invest through MarketPlus Investing, we have discovered three main reasons why investors often have difficulty investing on their own.

Social Security and private pensions are less secure than in the past. It’s up to us to do more individually to save for retirement. What tools do we have?

You may ask yourself: Can I even afford to retire and still live the life I want, care for the people I love, and have enough money to last the rest of my years? Our what-if scenarios and considerations can help reduce some of that uneasiness.

We can’t know the future, but we can use our experience to become smarter about it. Understanding the likely range of scenarios in advance may be the next best thing to certainty.

It happens, time and time again. One of us will meet with a long-time client, and that client will learn about one of the many services SJS can provide and exclaim, “I didn’t know SJS could do that!”

Annuities are long-term investments designed to help you achieve your long-term goals. Annuities provide the benefit of tax-deferred growth of earnings.

Is the media confused about what is actually happening in investing, or are they trying to confuse us? Good question – and one without a good answer. One of the best things you can do is to inform yourself before acting on any advice.

How are your assets protected from cyber attack? There are several steps you can take to help protect your personal, private information.

There is something we can do to escape the busy trap. What’s the trick? Spend a little time every day looking back and celebrating your successes.

You might be wondering how someone who is “advising” you – which by definition means guiding, informing, and counseling – could be in conflict to your interests?

Maybe Ben Franklin was wrong about taxes. When it comes to investing, you can potentially avoid taxes, or at the very least postpone them.