Author: Bobby Adusumilli | SJS Investment Services
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By Kevin Kelly, CFA EQUITY MARKETS Last quarter, global markets experienced a synchronous drop in equity asset classes. Investors around the world …

2 MIN READ
 

By Kevin Kelly, CFA and Bobby Adusumilli Investor Howard Marks recently wrote, “All great investments begin in discomfort… ‘When the time comes …

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Yesterday I held my first face-to-face meeting with a prospective client since the early days of March. We sat together at a …

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In these times of change, when news seems to hold more emotion and impact, it can be difficult to keep track of …

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The past few weeks have been anything but normal. Federal and state mandates have impacted how most small businesses and nonprofits operate. …

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Monday, I ran into a supermarket for the first time since our collective world changed with the addition of the word “Coronavirus” …

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Every day, events happen that are outside our control. While we may not be able to control what happens around us, what …

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Human beings have incredible resilience. When facing obstacles, humans tend to find solutions and persevere, often growing stronger from the experiences. One …

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As much as we might wish to, we cannot predict the future. But, one thing we *can* do is reasonably plan for …

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SJS is delighted to welcome Phoenix native Catherine Stanley, who joins our team in Scottsdale as Advisor Support Associate. Catherine earned her …

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It seems like the only constant in life is change. Last December, President Trump signed The SECURE Act1 as part of the …

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As we settle in to the new year, the IRS has announced the new retirement account contribution guidelines for 2020. As always, …

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Have you ever stopped to think just how much numbers rule our lives? Numbers help make our streets easier to navigate, save …

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Former SJS intern Bobby Adusumilli has returned to SJS to take on the role of Advisor Support Associate. In addition to interning …

1 MIN READ
 

22

Oct 2019

The Price Is Right

Posted by Tom Kelly

We live in the information age. We have more information at our fingertips than generations before us could have ever dreamed. It …

3 MIN READ
 

“There is always something smart to do.” These are the words we often use among the team at SJS, as we regularly …

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When you make an investment, you are probably hoping to receive a return of, and on, that investment. As a client …

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Ever wish you could be a fly on the wall? At times, for instance, such as when you take your car …

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At SJS, we are constantly analyzing the markets – how they’ve been doing, where they may be going, what we’re doing …

3 MIN READ
 

08

Jun 2019

Never Fly Solo

Posted by Scott Savage

Teamwork takes more than people. A team is only as good as the people on it. That’s how it often seems when …

2 MIN READ
 

In today’s always-on, information-at-your-fingertips world, we know you may want to check your portfolio on the go. Our new mobile app …

1 MIN READ
 

In this modern, mobile society, we all face a nearly unlimited menu of choices. As it relates to work life alone, …

3 MIN READ
 

11

Apr 2019

Reap What You Sow

Posted by Tom Kelly

Sometimes, things don’t happen as you might expect. The first quarter of 2019 will be remembered for bringing us the longest …

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Now seems like a good time to share one of our most requested SJS features – the 10 Commandments … of …

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The start of a new year always seems to be a good time for reflection. A time to think about the …

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Today’s financial media – where TV personalities and financial professionals alike freely offer their investment “picks of the day.” They might …

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Could you repeat that, please? Have you ever read an article in a magazine or newsletter, and come away feeling more …

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Whether you’re an SJS client living in Ohio or Arizona – or somewhere in between – chances are good that you have …

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As the year winds down and we get ready to close the book on 2018, there are still many things to be …

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It’s a sunny Saturday afternoon. You’re in the mood to barbecue, so you hop in the car and head over to your …

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When’s the last time you updated your trust document? Or, maybe your life circumstances have you considering one for the first time. No …

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It’s that most wonderful time of year!  School buses are back on the roads, those long, hot summer days are getting cooler …

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Do you ever lie awake at night, and instead of counting sheep, find yourself pondering these questions? Is my money in the …

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It’s more than just “investing”!   We won’t blame you if you think that MarketPlus Investing® – our proprietary investment strategy designed …

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Despite all the complicated rhetoric about business and finance and strategy and methods, by doing the basics as a finance chair or …

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Metroparks Toledo – a place where people choose to spend their time to the tune of four million visits each year1 …

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The Five Biggest Regrets and How to Avoid Them   More than once in the many years since I started SJS, people …

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Yogi Berra once said: “It’s tough to make predictions, especially about the future.” We agree, Yogi! We’re living in a fascinating …

2 MIN READ
 

10

Mar 2018

Listening Pays Off

Posted by Scott Savage

Remember this famous line?   Remember the old EF Hutton commercial? There’s a planeload of people and two businessmen are talking across the …

3 MIN READ
 

Life is a journey, predictably full of the unexpected. We do our best to plan for the future we hope we will …

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Maybe you’ve tried to talk with your kids or grandkids many times about financial responsibility. Or maybe you haven’t wanted to bring …

1 MIN READ
 

MarketPlus Investing® Helps Investors Choose What’s Right for Them   With countless investment options available to you, with so much written about the …

2 MIN READ
 

Do You Have Them?  Are You Raising Your Children to Have Them? I’ve been fortunate in my life. My work as the founder …

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Andrew Carnegie – steel tycoon, philanthropist, and one of the wealthiest businessmen of the 19th century – once commented about creating wealth: …

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SJS Investment Services’ MarketPlus® Investing Helps Investors Avoid These Common and Costly Pitfalls  You’d think that anyone who wanted to be a highly successful …

4 MIN READ
 

As a college student, I remember learning about the “three legged stool” as a metaphor for retirement security.  Each leg of the …

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Did you know that 70 percent of millionaire families lose their wealth by the second generation? That generation would be only the …

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 How Do You Manage Those Investment Accounts?     One minute, they’re newborns. The next minute, they’re in grade school. And the …

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… and Still Get a Good Night’s Sleep It’s probably one of life’s biggest transitions – that last day of regular work, …

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We have statistics! If only we had a crystal ball that could show us exactly how much money we would need to …

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“Worrying is like sitting in a rocking chair. It gives you something to do but it doesn’t get you anywhere.” – English …

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15

Jul 2016

SJS Does All That?

Posted by Scott Savage

Yes! And we can help you. It happens, time and time again. One of us will meet with a long-time client, and …

2 MIN READ
 

14

Mar 2016

Annuities 101

Posted by Gary Geiger

If you were to ask one hundred investors to describe or explain an annuity, you would likely get nearly one hundred different …

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Just the other morning, as I was getting dressed with a “business news” channel playing in the background, I heard the announcer …

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16

Nov 2015

Patterns Exist!

Posted by Scott Savage

Pattern Recognition MarketPlus Investing tames our emotions and replaces them with science and statistics, data and patterns. Gone are hot tips …

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  Remember When   You may have heard the news – SJS Investment Services is celebrating its 20th anniversary this year! …

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How are my assets protected from cyber attack? If I asked you the question: How have computers, mobile devices, and the Internet …

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We all hope for things, every day. We hope for good weather, we hope traffic flows smoothly, we hope our favorite contestant …

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Why It’s Important to Stop and Enjoy Success   Ask just about anyone how they’re doing and you often hear them say, …

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If You Know One Thing About Investing, Know This   You’ve worked hard your whole life; you have built your life’s savings, …

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  What do bicycles and portfolios have in common? More than you might think. My 10-year-old son likes to tinker—to take things …

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Managing Taxes through MarketPlus® Investing   You’ve heard Ben Franklin’s famous words, “In this world nothing can be said to be certain except …

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