Thomas Kelly, CFA

December 9, 2024

Investing

SJS Weekly Market Update

Thomas Kelly, CFA

December 9, 2024

Investing

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

Thomas Kelly, CFA

October 8, 2024

Investing

Election Time

Thomas Kelly, CFA

October 8, 2024

Investing

Every four years, we get the same question (whether you have asked it, or you are thinking it) – how will the election affect my portfolio?

Bobby Adusumilli

July 9, 2024

Investing

Earning More Interest On Your Cash

Bobby Adusumilli

July 9, 2024

Investing

While people commonly hold their cash within checking and savings accounts, we want to highlight three short-term, interest-bearing investments that can be held within your investment account.

Thomas Kelly, CFA

April 4, 2024

Investing

Standing On The Shoulders Of Giants: The Evolution Of MarketPlus® Investing

Thomas Kelly, CFA

April 4, 2024

Investing

When working with investment managers, we want them to share that same client-first philosophy and sit on the same side of the table with us.

Thomas Kelly, CFA

January 5, 2024

Investing

Inside MarketPlus® Investing – Fund Spotlight: SRDAX

Thomas Kelly, CFA

January 5, 2024

Investing

SRDAX is a shining example of the value alternatives can bring to traditional stock and bond strategies.

Thomas Kelly, CFA

October 4, 2023

Investing

Growing Your Cash

Thomas Kelly, CFA

October 4, 2023

Investing

You can consider putting excess cash into a money market fund, short-term U.S. Treasury bonds, or a short-term bond mutual fund / ETF.

Thomas Kelly, CFA

October 4, 2023

Investing

In The Hopes Of A "Soft Landing", There May Be A Crack In The Foundation

Thomas Kelly, CFA

October 4, 2023

Investing

In The Hopes Of A "Soft Landing", There May Be A Crack In The Foundation

The future of the housing market is uncertain, and its resilience will be a crucial factor in the broader economic landscape.

Thomas Kelly, CFA

July 5, 2023

Investing

Unexpected Good News: Market Performance So Far In 2023

Thomas Kelly, CFA

July 5, 2023

Investing

Unexpected Good News: Market Performance So Far In 2023

It’s important to recognize how difficult it is to predict what will happen in the short-term for investment markets, and how much margin for error there should be for any prediction.

Thomas Kelly, CFA

April 5, 2023

Investing

Tomorrow's Headlines Today

Thomas Kelly, CFA

April 5, 2023

Investing

The market’s reaction to tech in the first quarter is another reminder of how hard it is to time and predict the market, even if you “know” what is going to happen.

Thomas Kelly, CFA

March 20, 2023

Investing

The Not So Wonderful Bank Run

Thomas Kelly, CFA

March 20, 2023

Investing

On the recent bank distress and investment markets.

Kirk Ludwig, CFIP, AIF®

January 5, 2023

Investing

What A Difference A Year Makes: Bonds

Kirk Ludwig, CFIP, AIF®

January 5, 2023

Investing

For 2022, the bond asset class started the year with extremely low yields and less desirable return expectations. Going into 2023, the higher yields provide bond investors with a brighter outlook!

Thomas Kelly, CFA

December 16, 2022

Investing

5 Investing Lessons Learned & Re-learned In 2022

Thomas Kelly, CFA

December 16, 2022

Investing

The end of the year provides a great time for us to reflect on recent experience to divine lessons to help us going forward.

Thomas Kelly, CFA

November 3, 2022

Investing

The Gold Rush?

Thomas Kelly, CFA

November 3, 2022

Investing

History has shown that over long periods of time, gold has often failed to outpace inflation, even before considering fees.

Scott Savage

October 4, 2022

Investing

This Too Shall Pass

Scott Savage

October 4, 2022

Investing

As advisors and professional investors, we hold vivid memories of the times when markets are volatile and bear markets ensue.

Bobby Adusumilli

August 30, 2022

Investing

What Should You Do About A Recession?

Bobby Adusumilli

August 30, 2022

Investing

We explore what is a recession, how the US stock market has performed before and after a recession, and how an investor can prepare for recessions.

Bobby Adusumilli

August 18, 2022

Investing

Inflation Protection Through Series I Savings Bonds

Bobby Adusumilli

August 18, 2022

Investing

Inflation Protection Through Series I Savings Bonds

Series I Saving Bonds provide many of the benefits of TIPS, but may be even more beneficial during times of heightened inflation.

Bobby Adusumilli

June 30, 2022

Investing

What Is Driving Inflation, And What Can You Do About It?

Bobby Adusumilli

June 30, 2022

Investing

What Is Driving Inflation, And What Can You Do About It?

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.

Scott Savage

June 7, 2022

Investing

History Is Merely A Lot Of Surprises

Scott Savage

June 7, 2022

Investing

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.

Bobby Adusumilli

May 11, 2022

Introduction to Investing, Investing

What Makes A Great Investor?

Bobby Adusumilli

May 11, 2022

Introduction to Investing, Investing

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

Scott Savage

May 4, 2022

Investing, Introduction to Investing

Bitcoin & Cryptocurrencies: Do They Have A Place In Your Portfolio?

Scott Savage

May 4, 2022

Investing, Introduction to Investing

Bitcoin & Cryptocurrencies: Do They Have A Place In Your Portfolio?

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