Without question, the hardest part of being an advisor is when a client dies.

We detail a few ways that you can donate to charitable organizations in order to help you determine what strategy would be financially best for you.

To help you figure out whether you should pay off your mortgage early, we provide this resource.

SJS has been recognized in Financial Advisor Magazine’s 2022 Registered Investment Advisor (RIA) Ranking, an annual ranking of independent investment advisory firms within the United States.

SJS Q2 2022 Outlook including our insights on what is driving stock market returns, what you can do about inflation, more members of the SJS family, and looking forward to Q3 2022.

Global stock and bond markets have been tested by inflation many times in the past, and these markets have historically demonstrated their resilience in providing returns higher than inflation over time.

To help you figure out the best way for you to donate to the organizations you care about, we provide this resource.

I would suggest that hoping things get back to “normal” would be inconsistent with history, and that moving optimistically forward in spite of fear, uncertainty, and doubt has been rewarded in the past.

Business owners are looking for compelling ways to attract and retain talent. One approach to achieve this goal is through implementing a phantom stock plan.

We would like to welcome Austin Grizzell to the SJS Team in Scottsdale, Arizona! Austin serves as Associate Advisor.

For two graduating high school Seniors who shadowed us recently, we asked each student to write a 2-3 paragraph summary of what they learned during the week.

In my opinion, investing is arguably the most competitive field in the world. So what differentiates a great investor from the rest?

To help you better understand cryptocurrencies, we provide a short history, potential benefits, concerns, and how your portfolio can potentially benefit from cryptocurrencies.

We summarize structured notes as well as detail concerns we believe investors should understand before investing one penny.

SJS Investment Services Founder & CEO Scott Savage has been recognized in the Forbes 2022 ranking of Best-In-State Wealth Advisors in Ohio, as part of a ranking of wealth advisors within the United States.

Video on our MarketPlus Investing philosophy.

SJS Q1 2022 Outlook including our insights on market corrections and market highs, the rise in interest rates, “The Fastest Company In The World”, and looking forward to Q2 2022.

We believe that trying to time when to get in and out, or what to buy and sell, represents little more than gambling.

Rising interest rates are not always a bad thing. As interest rates move higher, the drop in value can be concerning, but in the longer-term, higher rates mean higher expected returns for investors, as bonds begin to produce more income.

This article explores how a buy-sell agreement works, why we strongly recommend one for our business owner clients who share company ownership, and how we can help with implementation.