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.
Over 25+ years of working with clients, we have learned that effective preparation can help you avoid potential problems and undesired outcomes in the future.
With so many things to think about while raising good kids, do you have concerns that your child is not yet ready to shoulder this responsibility on his or her own?
As the stock market goes, so goes the economy. However, in any given year, economic ups and downs can diverge significantly from the direction of the market.
The government passed the CARES Act and other stimulus to help provide more financial flexibility. We offer a summary of how those rulings may affect you.
In our estimation and experience, most predictions are largely speculative and unreliable. The only prediction we are prepared to make is based on historical evidence that prices/economies tend to recover after economic shocks.
Within each story about “those humble beginnings” are the clues to the degree of success—and happiness—achieved in the end. Here are such three traits.
When you “buy low,” and prices go lower, it can test conviction. Nonetheless, we believe now is a good time to stick with and lean-in to MarketPlus Investing.
Regrets are a great reminder for me of what my dad used to say: ‘We are all here on a rain check.’ It's up to each of us to cash in that check and not delay.
We have a saying: “When our clients talk, we listen.” Our best client relationships form not when we do a lot of talking, but when we do a lot of listening.
We all hope for things. But there are many situations where hope isn’t enough. With MarketPlus Investing, we use science and decades of research to guide us.
To help small businesses and nonprofits, we have summarized a few key provisions of the Coronavirus Aid, Relief, and Economic Security Act (CARES Act).
As Americans, we have a history of navigating uncertainty and innovating our way through challenges. I believe we will get to the other side of the COVID-19 challenge together and grow through the process.
We can identify the risks we know of, craft an appropriate plan given those risks, act according to the plan, update the plan using new information, and repeat.
SJS uses our Capital Market Expectations to help design a portfolio that is appropriate for you, and to share insights from the SJS Investment Committee.
We are thankful to have Kevin Kelly, CFA and Meredith Sleet as part of the SJS team, and we look forward to their leadership, guidance, and the sound of their friendly voices for many years to come.