Ignorance is bliss. At least that’s how we feel about the markets in 2020. The person who did not look at the news or troubles of the world was rewarded with an incredible year in the markets.

The reason we exist is YOU, and we were pleased to send each of our clients an American flag as a symbol of our gratitude and our pride in living in the greatest country in the world.

It appears that Democrats will control the Presidency and Congress. Naturally, the question many clients have been asking is “What does this mean for my portfolio?”

SJS Q4 2020 Outlook on recent market conditions, financial planning considerations, and SJS news.

We think having the next generation beginning to invest is a great thing. We believe these points can help you as you start your investment journey.

The alter ego to the Internet’s free-flow of information is “cybercrime.” There are several steps you can take to help protect your personal, private information.

For nonprofits, less than 50% of donations come from the previous year’s donors. Here are 7 ways to potentially inspire more giving to your favorite nonprofit.

Some taxable clients have recently asked us: what can we do with our harvested losses? Investors may have the following options.

We want to provide the below resource to help you easily find important financial planning numbers for 2021.

Thank you for all your collaboration, confidence, and trust in us over the past 25 years. Please know the depth of my gratitude is impossible to put into words.

Here is a short list of what you can do now to ease the burden on your loved ones in case some unexpected event prevents you from caring for your family.

Since expected U.S. inflation is now near the long-term target of 2.00%, we think it is reasonable to expect that interest rates will remain near current levels.

Based on our research, we believe your portfolio allocation and the discipline to stick to it are far more important to your results than who is President.

As we begin the last quarter of a surreal 2020, SJS feels compelled to “unmask” the U.S. stock market’s performance year-to-date.

After interning at the SJS Arizona office in Spring 2020, Michael Savage has joined our team in Sylvania!

What should you think about when considering refinancing a mortgage? We provide this resource for you to help determine whether to refinance your mortgage.

What do plan sponsors find important when it comes to structuring and managing retirement plans for their participants?

I am often asked by aspiring entrepreneurs, “What business should I start?” If you can find overlap in these three areas, you just might have a business idea.

Did you know that 70 percent of millionaire families lose their wealth by the second generation (grandchildren)? It doesn’t have to. Here’s what you need to know.

It can take extra effort to practice patience as an investor. We believe it is more useful to spend our time on the things we can control.