SJS Investment Services has been recognized in CNBC’s 2024 FA 100 list, an annual ranking of registered investment advisory (RIA) firms within the USA.
Sometimes it takes a mistake – or two – to learn the lesson. To help avoid painful lessons, here are five tips to help your college grad get on solid ground.
When we say, “You come first,” – we mean it! At SJS, we’re all about the “plus”! One of the “pluses” is that you come first. All the time, and every time.
Responsible governance is less about the newest trends in leadership and investing, and more about being responsible and calm no matter what markets do.
Restoring, preserving, protecting: It’s no coincidence that the tenets that I believe make for good environmental strategy also may make for a good financial strategy.
The SJS foundation established in 1995 remains as strong as ever and will continue to guide us into the future. Our guiding principles start with servant leadership, which results in a “You Come First. All the Time. Every Time.” culture.
Maybe you’ve tried to talk with your kids about financial responsibility. Or maybe you haven’t. That’s okay. We can have the conversation on your behalf.
Through helping clients invest through MarketPlus Investing, we have discovered three main reasons why investors often have difficulty investing on their own.
Social Security and private pensions are less secure than in the past. It’s up to us to do more individually to save for retirement. What tools do we have?
You may ask yourself: Can I even afford to retire and still live the life I want, care for the people I love, and have enough money to last the rest of my years? Our what-if scenarios and considerations can help reduce some of that uneasiness.
We can’t know the future, but we can use our experience to become smarter about it. Understanding the likely range of scenarios in advance may be the next best thing to certainty.
It happens, time and time again. One of us will meet with a long-time client, and that client will learn about one of the many services SJS can provide and exclaim, “I didn’t know SJS could do that!”
Annuities are long-term investments designed to help you achieve your long-term goals. Annuities provide the benefit of tax-deferred growth of earnings.
Is the media confused about what is actually happening in investing, or are they trying to confuse us? Good question – and one without a good answer. One of the best things you can do is to inform yourself before acting on any advice.
You might be wondering how someone who is “advising” you – which by definition means guiding, informing, and counseling – could be in conflict to your interests?