Scott Savage

March 25, 2019

Financial Planning

10 Commandments … of Money

Scott Savage

March 25, 2019

Financial Planning

It seems like a good time to share one of our most requested SJS features – the 10 Commandments…of Money. We think good advice certainly bears repeating!

Jennifer Smiljanich, CFP®

March 20, 2019

Investing

MarketPlus Investing® – It Takes Discipline

Jennifer Smiljanich, CFP®

March 20, 2019

Investing

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.

Scott Savage

February 20, 2019

Investing

Stock Picking – Who’s Keeping Score?

Scott Savage

February 20, 2019

Investing

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.

Scott Savage

February 12, 2019

Financial Planning

Industry Speak vs. ‘SJS Speak’

Scott Savage

February 12, 2019

Financial Planning

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?

Kirk Ludwig, CFIP, AIF®

December 5, 2018

Investing

Bond Returns – Could The ‘Drought’ Be Ending?

Kirk Ludwig, CFIP, AIF®

December 5, 2018

Investing

Bond Returns – Could The ‘Drought’ Be Ending?

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.

Jennifer Smiljanich, CFP®

November 20, 2018

Financial Planning

Charitable Giving And Tax Considerations For Year-End

Jennifer Smiljanich, CFP®

November 20, 2018

Financial Planning

Charitable Giving And Tax Considerations For Year-End

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

Scott Savage

October 1, 2018

Financial Planning

Is Your Investment Professional A Butcher? Or A Dietitian?

Scott Savage

October 1, 2018

Financial Planning

Is Your Investment Professional A Butcher? Or A Dietitian?

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.

Jennifer Smiljanich, CFP®

August 22, 2018

Financial Planning

Changing Or Creating A Trust?

Jennifer Smiljanich, CFP®

August 22, 2018

Financial Planning

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

Jennifer Smiljanich, CFP®

August 15, 2018

Financial Planning

5 Financial Tips For Your College Grad

Jennifer Smiljanich, CFP®

August 15, 2018

Financial Planning

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.

Scott Savage

August 8, 2018

Financial Planning

How To Get Back To Counting Sheep

Scott Savage

August 8, 2018

Financial Planning

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

Jennifer Smiljanich, CFP®

August 1, 2018

Financial Planning

MarketPlus Investing®

Jennifer Smiljanich, CFP®

August 1, 2018

Financial Planning

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.

Kevin Kelly, CFA

July 16, 2018

Financial Planning

Non-Profits – Are You Planning for the Next 100 Years?

Kevin Kelly, CFA

July 16, 2018

Financial Planning

Non-Profits – Are You Planning for the Next 100 Years?

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

Scott Savage

July 8, 2018

Community Involvement

SJS And Your Metroparks – How Are They Alike?

Scott Savage

July 8, 2018

Community Involvement

SJS And Your Metroparks – How Are They Alike?

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.

Jennifer Smiljanich, CFP®

May 22, 2018

Financial Planning

Planning for the Future … With YOU, Front and Center

Jennifer Smiljanich, CFP®

May 22, 2018

Financial Planning

Planning for the Future … With YOU, Front and Center

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.

Andrew Schaetzke, CFP®

August 15, 2017

Investing

Let’s Talk Finances … With Your Kids!

Andrew Schaetzke, CFP®

August 15, 2017

Investing

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.

Scott Savage

May 12, 2017

Investing

Investment Advice You Don’t Hear Every Day

Scott Savage

May 12, 2017

Investing

Investment Advice You Don’t Hear Every Day

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

Kevin Kelly, CFA

April 28, 2017

Investing

Three Common Mistakes Many Investors Make

Kevin Kelly, CFA

April 28, 2017

Investing

Three Common Mistakes Many Investors Make

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

Jennifer Smiljanich, CFP®

April 5, 2017

Financial Planning

Is It Time to Throw Out the ‘Three-Legged Stool’?

Jennifer Smiljanich, CFP®

April 5, 2017

Financial Planning

Is It Time to Throw Out the ‘Three-Legged Stool’?

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?

Jennifer Smiljanich, CFP®

November 17, 2016

Financial Planning

How To Leap From A Paycheck To Relying On Assets…

Jennifer Smiljanich, CFP®

November 17, 2016

Financial Planning

How To Leap From A Paycheck To Relying On Assets…

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.

Scott Savage

October 12, 2016

Financial Planning

Who Needs A Longevity Lens?

Scott Savage

October 12, 2016

Financial Planning

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.