First and foremost, we are dedicated
to educating our clients – and that
starts right here.

In our Client Center, we’ve assembled an array of financial information – from weekly newsletters to recordings of our past educational seminars – intended to help you not only broaden your financial knowledge but enhance your financial confidence. Be sure to visit this page often for the latest updates.

To view our most current market update videos, please visit our YouTube site by clicking here.

MJS Midweek Articles

• Audit Risk – 2/22/12
• Market Update – 2/15/12
• Federal Income Tax Landscape 2012 & 2013 – 2/8/12
• The Kempe Foundation Telethon – 2/1/12
• Archive

Upcoming Seminars and Events

• Lunch & Learn (March 15, 2012 & March 22, 2012)

Past Seminars

• Long Term Care Planning
• Social Security Seminar
• Municipal Bond Seminar
• Investment Strategies for Uncertain Times

Newsletters

• Investor’s Quarterly (pdf)
• Market Overview (pdf)

Articles of Interest

• Potential for Delayed 1099 forms – 2/06/2012
• Stocks Strongest January Since 1997 – 2/03/2012
• 2011 Year in Review – 1/09/2012
• European Debt – 12/09/2011
• Archive

White Papers 

• Our Asset Management Approach: Customized Yet Systemized (pdf)
• Lessons Learned From Columbus (pdf)
• Signs of the Times (pdf)
• The 10-Year Investment Drought (pdf)
• Bear Market Outlook (pdf)