We understand that your investment return has a purpose, that your investments are connected to the people, enterprises, and causes that matter to you.

A lot of what you would hear might sound technical and complex, but you also would hear something beyond all that financial talk: our genuine concern for you, your family, and your well-being.

Studies have shown the estimated value of a financial advisor to be worth 1.6% to 4.1%, annually. SJS strives to implement many of these “value-add” services.

We know a team is only as good as how well its members work together – for you, and for each other. So what are our secrets for achieving success as a team?

In today’s always-on, information-at-your-fingertips world, we know you may want to check your portfolio on the go. Our new MySJS mobile app lets you do just that.

The mix of stocks and bonds in a portfolio is the factor we believe has the most impact on expected risk and return. We stand ready to review your target with you.

Investment droughts will arise. Instead of trying to predict when and where ‘rain’ may come, we recommend that you preemptively plant your assets in rich soil.

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!

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.