Our quarterly Investment Committee meetings allow to reflect on and to evaluate the discipline of our MarketPlus Investing strategy, and what that means for you.

Picking stocks is a very difficult game, even for the most seasoned professionals. We believe that diversification is the best way to manage stock investing risk.

Have you ever read an article in a magazine or newsletter, and come away feeling more confused and with less understanding *after* having read it?

In the bond market, we have been experiencing our own version of a “drought” over the past decade – a shortage of income (or, yield) from our bonds.

In the holiday season, what can you do to still fulfill your charitable intent, while also making tax-smart investing decisions?

In my experience, just about all broker dealers’ ads and marketing materials sure sound like they want you to believe they are in the advice business.

When’s the last time you updated your trust document? Or, maybe your life circumstances have you considering a trust for the first time.

Sometimes it takes a mistake – or two – to learn the lesson. To help avoid painful lessons, here are five tips to help your college grad get on solid ground.

Do you ever lie awake at night, and instead of counting sheep, find yourself pondering these financial questions?

When we say, “You come first,” – we mean it! At SJS, we’re all about the “plus”! One of the “pluses” is that you come first. All the time, and every time.

Responsible governance is less about the newest trends in leadership and investing, and more about being responsible and calm no matter what markets do.

Restoring, preserving, protecting: It’s no coincidence that the tenets that I believe make for good environmental strategy also may make for a good financial strategy.

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!”