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Are You Starting To Invest? Some Considerations
Investing Scott Savage 12/30/20 Investing Scott Savage 12/30/20

Are You Starting To Invest? Some Considerations

We think having the next generation beginning to invest is a great thing. We believe these points can help you as you start your investment journey.

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Are Your Assets Protected From Cyber Attack?
Financial Planning Jennifer Smiljanich, CFP® 12/22/20 Financial Planning Jennifer Smiljanich, CFP® 12/22/20

Are Your Assets Protected From Cyber Attack?

The alter ego to the Internet’s free-flow of information is “cybercrime.” There are several steps you can take to help protect your personal, private information.

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'Tis The Season: 7 Tips To Help Your Favorite Nonprofit Raise More Money
Community Involvement Scott Savage 12/16/20 Community Involvement Scott Savage 12/16/20

'Tis The Season: 7 Tips To Help Your Favorite Nonprofit Raise More Money

For nonprofits, less than 50% of donations come from the previous year’s donors. Here are 7 ways to potentially inspire more giving to your favorite nonprofit.

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There's Always Something Smart To Do: Harvesting Losses
Financial Planning Andrew Schaetzke, CFP® 12/11/20 Financial Planning Andrew Schaetzke, CFP® 12/11/20

There's Always Something Smart To Do: Harvesting Losses

Some taxable clients have recently asked us: what can we do with our harvested losses? Investors may have the following options.

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2021 Financial Planning: Tax Rates, Retirement Plan Contributions, and More
Financial Planning Andrew Schaetzke, CFP® 12/9/20 Financial Planning Andrew Schaetzke, CFP® 12/9/20

2021 Financial Planning: Tax Rates, Retirement Plan Contributions, and More

We want to provide the below resource to help you easily find important financial planning numbers for 2021.

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SJS 25th Anniversary: In Gratitude To You
SJS News Scott Savage 11/19/20 SJS News Scott Savage 11/19/20

SJS 25th Anniversary: In Gratitude To You

Thank you for all your collaboration, confidence, and trust in us over the past 25 years. Please know the depth of my gratitude is impossible to put into words.

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Always Expect The Unexpected
Financial Planning Jennifer Smiljanich, CFP® 10/29/20 Financial Planning Jennifer Smiljanich, CFP® 10/29/20

Always Expect The Unexpected

Here is a short list of what you can do now to ease the burden on your loved ones in case some unexpected event prevents you from caring for your family.

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How Will Inflation Impact Your Portfolio?
Investing Bobby Adusumilli 10/23/20 Investing Bobby Adusumilli 10/23/20

How Will Inflation Impact Your Portfolio?

Since expected U.S. inflation is now near the long-term target of 2.00%, we think it is reasonable to expect that interest rates will remain near current levels.

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How Will The Presidential Election Impact Your Investments?
Investing Thomas Kelly, CFA 10/15/20 Investing Thomas Kelly, CFA 10/15/20

How Will The Presidential Election Impact Your Investments?

Based on our research, we believe your portfolio allocation and the discipline to stick to it are far more important to your results than who is President.

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Unmasking The 2020 Stock Market
Investing Scott Savage 10/9/20 Investing Scott Savage 10/9/20

Unmasking The 2020 Stock Market

As we begin the last quarter of a surreal 2020, SJS feels compelled to “unmask” the U.S. stock market’s performance year-to-date.

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SJS Welcomes Michael Savage!
SJS News Scott Savage 10/6/20 SJS News Scott Savage 10/6/20

SJS Welcomes Michael Savage!

After interning at the SJS Arizona office in Spring 2020, Michael Savage has joined our team in Sylvania!

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When Should You Refinance Your Mortgage?
Financial Planning Andrew Schaetzke, CFP® 10/1/20 Financial Planning Andrew Schaetzke, CFP® 10/1/20

When Should You Refinance Your Mortgage?

What should you think about when considering refinancing a mortgage? We provide this resource for you to help determine whether to refinance your mortgage.

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What Is The Value Of Your Advisor? - Retirement Plans
Retirement Plans Scott Savage 9/24/20 Retirement Plans Scott Savage 9/24/20

What Is The Value Of Your Advisor? - Retirement Plans

What do plan sponsors find important when it comes to structuring and managing retirement plans for their participants?

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What Business Should You Start?
Investing Scott Savage 9/17/20 Investing Scott Savage 9/17/20

What Business Should You Start?

I am often asked by aspiring entrepreneurs, “What business should I start?” If you can find overlap in these three areas, you just might have a business idea.

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How To Maintain Wealth For Generations
Financial Planning Scott Savage 9/10/20 Financial Planning Scott Savage 9/10/20

How To Maintain Wealth For Generations

Did you know that 70 percent of millionaire families lose their wealth by the second generation (grandchildren)? It doesn’t have to. Here’s what you need to know.

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Leave The Worrying To Us
Financial Planning Jennifer Smiljanich, CFP® 9/3/20 Financial Planning Jennifer Smiljanich, CFP® 9/3/20

Leave The Worrying To Us

It can take extra effort to practice patience as an investor. We believe it is more useful to spend our time on the things we can control.

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I Know You Can’t Predict The Future, But….
Investing Kirk Ludwig, CFIP, AIF® 8/27/20 Investing Kirk Ludwig, CFIP, AIF® 8/27/20

I Know You Can’t Predict The Future, But….

The stock market, like the bookmaker, handicaps all known information. You are betting on if your expectation is different than what the market expects.

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Saving as a Young Professional: Give Yourself Options
Financial Planning, Introduction to Investing Jennifer Smiljanich, CFP® 8/21/20 Financial Planning, Introduction to Investing Jennifer Smiljanich, CFP® 8/21/20

Saving as a Young Professional: Give Yourself Options

Wise decisions and actions today can often give you more options tomorrow. To that end, we will revisit some strategies behind a solid investment plan.

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SJS Investment Services Recognized In RIA Channel's 2020 Top 100 Wealth Manager List
SJS News Scott Savage 8/18/20 SJS News Scott Savage 8/18/20

SJS Investment Services Recognized In RIA Channel's 2020 Top 100 Wealth Manager List

SJS Investment Services has been recognized in RIA Channel’s 2020 Top 100 Wealth Manager List, an annual ranking of independent investment advisory firms within the United States.

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What Is The Value Of Your Advisor? – Looking Out for Your Best Interests
Financial Planning Thomas Kelly, CFA 8/14/20 Financial Planning Thomas Kelly, CFA 8/14/20

What Is The Value Of Your Advisor? – Looking Out for Your Best Interests

Our approach is centered around sitting on the same side of the table as you, acting as a fiduciary, being bound ethically to act in your best interests.

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Phone: (419) 885-2626 or (800) 434-4406