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.

Investment Committee Client Center

MJS Midweek Articles

• Important Changes to MJS Midweek Emails – 4/10/13
• Fixed Income (Bonds) Defined – 4/3/13
• Advantages to a 529 College Savings Plan – 3/27/13
• Investment Taxes for 2013 – 3/13/13
• Dow Jones Index Hits Record: Is It A Sugar High? – 3/5/13
• Archive

Upcoming Seminars and Events

• MJS Evening Seminar May 8th, 2013 – view the full invite here
• Lunch and Learn March 18th, 2013 – view the full invite here

Past Seminars

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

Newsletters

• Investor’s Quarterly (pdf)

Articles of Interest

• NOW WHAT – Elections are over, what are we going to worry about next? – 11/08/2012
• Balancing Emotions with Market Realities – 7/25/2012
• 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 

• Broad Diversification Is Not Dead: Diversification Still Benefits Long-Term Investors (pdf)
• Can Investors Beat the Market? (pdf)
• 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)