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“.
There's Always Something To Worry About
There will always be something to worry about, but with the right portfolio design and disciplined approach, you can whether almost any storm.
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.
SJS Outlook: Q3 2021
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.
The SJS 100-Year Vision
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.
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.
What's Love Got To Do With It?
We love our clients. How that love is delivered by SJS and felt by our clients depends on the Love Language we use.
Checklist For Selling Your Business
Your process for selling your business will likely include these steps.
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.
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.
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.
Emotions Of Selling A Business
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.
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.
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.
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.
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.
Paying It Forward
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 Outlook: Q2 2021
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.
Why Do Investors Underperform?
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.
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.