Scott Savage

October 20, 2021

Financial Planning

Your Business Exit: Monetizing Your Life's Work Webinar

Scott Savage

October 20, 2021

Financial Planning

Your Business Exit: Monetizing Your Life's Work Webinar

SJS Founder & CEO Scott Savage’s webinar on “Your Business Exit: Monetizing Your Life’s Work“.

Kirk Ludwig, CFIP, AIF®

October 14, 2021

Investing

There's Always Something To Worry About

Kirk Ludwig, CFIP, AIF®

October 14, 2021

Investing

There will always be something to worry about, but with the right portfolio design and disciplined approach, you can whether almost any storm.

Scott Savage

October 6, 2021

SJS News

SJS Investment Services Recognized In CNBC's 2021 FA 100 Ranking

Scott Savage

October 6, 2021

SJS News

SJS Investment Services Recognized In CNBC's 2021 FA 100 Ranking

SJS Investment Services has been recognized in CNBC’s 2021 FA 100 Ranking, an annual ranking of registered investment advisory (RIA) firms within the United States.

Scott Savage

October 5, 2021

SJS Outlook

SJS Outlook: Q3 2021

Scott Savage

October 5, 2021

SJS Outlook

SJS Q3 2021 Outlook on the SJS 100-Year Vision, what you can control even if you are worried about the markets, tax-smart considerations before year-end, and the SJS 20-Year Club.

Scott Savage

September 30, 2021

Client Service

The SJS 100-Year Vision

Scott Savage

September 30, 2021

Client Service

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.

Andrew Schaetzke, CFP®

September 16, 2021

Financial Planning

What Should You Consider When Moving Out Of State?

Andrew Schaetzke, CFP®

September 16, 2021

Financial Planning

What Should You Consider When Moving Out Of State?

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

Scott Savage

September 7, 2021

Client Service

What's Love Got To Do With It?

Scott Savage

September 7, 2021

Client Service

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

Scott Savage

September 2, 2021

Financial Planning

Checklist For Selling Your Business

Scott Savage

September 2, 2021

Financial Planning

Your process for selling your business will likely include these steps.

Andrew Schaetzke, CFP®

August 26, 2021

Financial Planning

What Accounts Should You Consider If You Want To Save More?

Andrew Schaetzke, CFP®

August 26, 2021

Financial Planning

What Accounts Should You Consider If You Want To Save More?

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

Scott Savage

August 16, 2021

Financial Planning

Generating Cash Without Selling Your Business Or Investments

Scott Savage

August 16, 2021

Financial Planning

Generating Cash Without Selling Your Business Or Investments

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

Bobby Adusumilli

August 12, 2021

Financial Planning, Introduction to Investing

Four Investment Accounts Young Investors Should Know About

Bobby Adusumilli

August 12, 2021

Financial Planning, Introduction to Investing

Four Investment Accounts Young Investors Should Know About

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.

Scott Savage

August 5, 2021

Financial Planning

Emotions Of Selling A Business

Scott Savage

August 5, 2021

Financial Planning

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.

Andrew Schaetzke, CFP®

July 30, 2021

Financial Planning

What Should You Consider If You Suddenly Receive Wealth?

Andrew Schaetzke, CFP®

July 30, 2021

Financial Planning

What Should You Consider If You Suddenly Receive Wealth?

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

Scott Savage

July 27, 2021

SJS News

SJS Investment Services Recognized In Financial Advisor Magazine’s 2021 Registered Investment Advisor Ranking

Scott Savage

July 27, 2021

SJS News

SJS Investment Services Recognized In Financial Advisor Magazine’s 2021 Registered Investment Advisor Ranking

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.

Jennifer Smiljanich, CFP®

July 22, 2021

Financial Planning

Transition From Work Income To Retirement Income

Jennifer Smiljanich, CFP®

July 22, 2021

Financial Planning

Transition From Work Income To Retirement Income

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.

Thomas Kelly, CFA

July 14, 2021

Investing

The Topic That Keeps Rising To The Top: Inflation

Thomas Kelly, CFA

July 14, 2021

Investing

The Topic That Keeps Rising To The Top: Inflation

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.

Scott Savage

July 9, 2021

Community Involvement

Paying It Forward

Scott Savage

July 9, 2021

Community Involvement

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.

Scott Savage

July 2, 2021

SJS Outlook

SJS Outlook: Q2 2021

Scott Savage

July 2, 2021

SJS Outlook

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.

Bobby Adusumilli

June 24, 2021

Investing, Introduction to Investing

Why Do Investors Underperform?

Bobby Adusumilli

June 24, 2021

Investing, Introduction to Investing

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.

Andrew Schaetzke, CFP®

June 17, 2021

Financial Planning

What Should You Consider When Reviewing Your Investments?

Andrew Schaetzke, CFP®

June 17, 2021

Financial Planning

What Should You Consider When Reviewing Your Investments?

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