Chris Taylor

SJS Investment Services creates a weekly market update to summarize performance characteristics for major stock and bond indices.

Each quarter, we create an outlook that covers topics including general investment market conditions, financial planning considerations, and SJS news.

With America celebrating 250 years of independence, it feels like an appropriate time to reflect on the value of independence in our own industry and why we believe it still matters to clients today.

Elizabeth joined the SJS team in 2026 as a Client Services Associate. She assists with client onboarding, account maintenance, and ongoing service requests, partnering closely with the advisory team to support day-to-day operations and help ensure a seamless client experience.

There has never been more access to financial information to guide investment decisions, yet that information is not designed for the individual investor behind it.

As life grows, finances usually do too. More responsibilities, more accounts, more decisions, and more pressure to make the right calls can turn a once-simple financial life into something that feels harder to manage.

While working within a business, owners live and breathe the business 24/7.  Once a business is sold, whether to family, trusted employees, or to an outside third party, life for the owner may change dramatically.

At SJS Investment Services, we believe financial literacy is one of the most powerful tools you can develop early in life. When individuals build strong financial habits at a young age, they gain more than just knowledge - they can develop discipline, confidence, and long-term resilience.