When you “buy low,” and prices go lower, it can test conviction. Nonetheless, we believe now is a good time to stick with and lean-in to MarketPlus Investing.

Regrets are a great reminder for me of what my dad used to say: ‘We are all here on a rain check.’ It's up to each of us to cash in that check and not delay.

We have a saying: “When our clients talk, we listen.” Our best client relationships form not when we do a lot of talking, but when we do a lot of listening.

We all hope for things. But there are many situations where hope isn’t enough. With MarketPlus Investing, we use science and decades of research to guide us.

We made adjustments to our physical workspaces. And hopefully our service to you appeared seamlessly uninterrupted. That’s what you deserve.

We want to share a summary of recent legislation that may affect you as you navigate through future decision-making for your families and businesses.

To help small businesses and nonprofits, we have summarized a few key provisions of the Coronavirus Aid, Relief, and Economic Security Act (CARES Act).

As Americans, we have a history of navigating uncertainty and innovating our way through challenges. I believe we will get to the other side of the COVID-19 challenge together and grow through the process.

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.