SJS Weekly Market Update
SJS Investment Services creates a weekly market update to summarize performance characteristics for major stock and bond indices.
2026 Year-End Financial Planning
As 2026 comes to a close, it's a good time to review your financial picture and consider what lies ahead. Year-end planning provides an opportunity to revisit important financial decisions, identify potential opportunities, and ensure your strategy remains aligned with your goals for the year ahead.
SJS Senior Advisor Andrew Schaetzke Named to InvestmentNews’ 2026 Rising Stars List
SJS Investment Services is proud to share that Andrew Schaetzke, Managing Director of Strategy and Senior Advisor, has been named to InvestmentNews’ 2026 Rising Stars list.
The Growing U.S. Debt: What Does It Mean for Investors?
The growing U.S. national debt has become an increasingly common topic in financial headlines, and understandably so. Total federal debt (which includes debt held by the public as well as intragovernmental debt) recently surpassed $40 trillion.
SJS Investment Services Ranked #13 on CNBC’s 2026 Financial Advisor 100 List
SJS Investment Services is proud to be #13 on CNBC’s 2026 Financial Advisor (FA) 100 list, an annual ranking of registered investment advisory (RIA) firms within the United States.[1]
SJS Quarterly Outlook – October 2026
Each quarter, we create an outlook that covers topics including general investment market conditions, financial planning considerations, and SJS news.
SJS Welcomes Esther Robinson
Esther Robinson joined SJS Investment Services as a Client Services Associate in June 2026, following her time supporting the Scottsdale office as an intern.
Five Interns Share Their SJS Summer Experience
At SJS Investment Services, we believe financial literacy is about more than understanding money - it’s about giving people the knowledge and confidence to make informed decisions about their futures.
Tax-Efficient Investing: Why Coordinating Tax and Investment Decisions Matters More Than Headline Returns
Benjamin Franklin famously said, “In this world, nothing is certain except death and taxes.”[1]
“The Psychology of Money”: 5 Lessons About Wealth & Investing
Recently, our SJS Book Club sat down to discuss behavioral finance and insights from Morgan Housel’s The Psychology of Money. While I had read this book before, many of the twenty money lessons Housel shares are timeless.
SJS Investment Services Recognized In Financial Advisor’s 2026 Registered Investment Advisor Ranking
SJS Investment Services has earned recognition in Financial Advisor’s 2026 Registered Investment Advisor (RIA) Ranking, an annual list of registered investment advisory firms across the United States.
530A Account (Trump Account): A New Tax-Advantaged Savings Option For Children
On July 4, 2026, a new tax-advantaged investment account was officially launched by the US government: 530A accounts, also known as Trump accounts.
SJS Quarterly Outlook – July 2026
Each quarter, we create an outlook that covers topics including general investment market conditions, financial planning considerations, and SJS news.
Built on Independence: The SJS Commitment to Employee-Owned Financial Advising
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.
SJS Welcomes Elizabeth Speweik
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.
Why Long-Term Advisor Relationships Matter More as Wealth Grows
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.
Will the SpaceX IPO Nail the Landing?
I still remember watching SpaceX complete its first successful rocket landing a decade ago and being amazed. That sense of awe only grew when it later caught a Super Heavy booster with mechanical arms.
The Joy of Slowing Down: Finding Balance and Meaning in a Busy Life
Feeling a bit like life is too full and too busy? Does it seem like there’s never enough time in the day to do everything that you need to do?
How to Simplify a Financial Life That’s Grown Complex
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.
What Happens After the Sale? Planning Life After a Liquidity Event
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.