I am very proud to say that SJS celebrated its 26th anniversary in July 2021. I want SJS to be a 100-year firm, serving multiple generations of your families and organizations.

To help you figure out what issues to consider if you move out of state, we provide this resource.

We love our clients. How that love is delivered by SJS and felt by our clients depends on the Love Language we use.

To help you figure out what accounts to use if you want to save more, we provide this resource.

I offer two cash-generating ideas in lieu of selling your business or investments that have gone way up in value.

Knowing which investment accounts to store your money can be challenging. We detail four investment accounts that can aid you in growing your wealth over time.

In our work with business owners, we ask them, “What does your life look like after you sell your business?” Many times, we get a blank look.

To identify some considerations that may arise if you suddenly receive a large amount of wealth, we offer this guide.

SJS has been recognized in Financial Advisor Magazine’s 2021 Registered Investment Advisor (RIA) Ranking, an annual ranking of independent investment advisory firms within the United States.

When we spend as much as thirty or more years of our life working and saving for retirement, the idea of “undoing” our life’s work might seem a little unsettling.

Before worrying too much about runaway prices and the inability to pay the rising costs, we believe it’s important to look at a few underlying factors.

Inspired by many clients throughout the years, SJS Team Members are encouraged to “pay it forward“ with their time, talents, and resources to advance the missions of worthy non-profit organizations.

SJS Q2 2021 Outlook on inflation, transitioning from work income to retirement income, the MySJS app, new SJS Manager of Human Resources Tiffany Wilson, and a new member of the Schaetzke family.

We want to emphasize six aspects of investor psychology - also known as cognitive biases - that tend to hurt investor performance, and what investors can do to address these biases.

To help you figure out what to consider when reviewing your investment plan, we provide this resource.

SJS Investment Services Founder & CEO Scott Savage sat down with the Family Wealth Alliance to discuss insights from his book, "Your Business Exit: Monetizing Your Life’s Work."

26 years later and having tasted every flavor of humble pie, I offer a number of experienced-based ways to reduce the risk of making the next big mistake.

We provide this resource to help you determine ways to save and invest more in tax-efficient ways.

If you don’t know whether you want to sell your business or how you would go about selling your business, we recommend starting with the following steps.