We can identify the risks we know of, craft an appropriate plan given those risks, act according to the plan, update the plan using new information, and repeat.

SJS believes in the resilience of people and markets to respond well in the face of new obstacles, with the current coronavirus as no exception.

SJS uses our Capital Market Expectations to help design a portfolio that is appropriate for you, and to share insights from the SJS Investment Committee.

SJS is delighted to welcome Phoenix native Catherine Stanley, who joins our team in Scottsdale as Advisor Support Associate.

We’ve highlighted some of the more significant modifications within the SECURE Act that affect your retirement planning.

We are thankful to have Kevin Kelly, CFA and Meredith Sleet as part of the SJS team, and we look forward to their leadership, guidance, and the sound of their friendly voices for many years to come.

Your likelihood of “picking” these individual stock winners in advance out of the pool of 500 stocks, let alone picking all of them, is virtually zero.

The IRS has announced new retirement account contribution guidelines for 2020. Contributing more to your retirement accounts now can lead to a lower tax bill – not to mention more income in retirement.

It’s the measurement of how many clients stay with SJS from year to year. Known as client retention, for 2018, our number was a humbling 98%.

Former SJS intern Bobby Adusumilli has returned to SJS. Please join us in warmly welcoming Bobby (back) to SJS!

When comparing price relative to a standard measure, we can make an educated guess that mutual funds made up of lower-priced stocks may offer an opportunity for a greater return in the future.

Sometimes, it may be helpful to point to a market force that may be actionable for you or your loved ones. One such market force now? Falling mortgage rates.

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!