SJS Investment Services creates a weekly market update to summarize performance characteristics for major stock and bond indices.

Each quarter, we create an outlook that covers topics including general investment market conditions, financial planning considerations, and SJS news.

With America celebrating 250 years of independence, it feels like an appropriate time to reflect on the value of independence in our own industry and why we believe it still matters to clients today.

Elizabeth joined the SJS team in 2026 as a Client Services Associate. She assists with client onboarding, account maintenance, and ongoing service requests, partnering closely with the advisory team to support day-to-day operations and help ensure a seamless client experience.

There has never been more access to financial information to guide investment decisions, yet that information is not designed for the individual investor behind it.

I still remember watching SpaceX complete its first successful rocket landing a decade ago and being amazed. That sense of awe only grew when it later caught a Super Heavy booster with mechanical arms.

Feeling a bit like life is too full and too busy? Does it seem like there’s never enough time in the day to do everything that you need to do?

As life grows, finances usually do too. More responsibilities, more accounts, more decisions, and more pressure to make the right calls can turn a once-simple financial life into something that feels harder to manage.

While working within a business, owners live and breathe the business 24/7.  Once a business is sold, whether to family, trusted employees, or to an outside third party, life for the owner may change dramatically.

At SJS Investment Services, we believe financial literacy is one of the most powerful tools you can develop early in life. When individuals build strong financial habits at a young age, they gain more than just knowledge - they can develop discipline, confidence, and long-term resilience.

Chris joined SJS in 2026 as Chief Operating Officer and looks forward to supporting SJS' operations and exceptional client experience. 

Business exit planning isn’t just about selling—it’s about readiness. Learn why early planning creates better outcomes and fewer regrets.

We’re excited to introduce our new Executive Assistant in our Perrysburg office, Marcus Doore, who will play an important role in supporting our team and enhancing the experience we provide to our clients.

We’re proud to share that Scott J. Savage, Founder and CEO of SJS Investment Services, has once again been recognized by Forbes in the Forbes / SHOOK Research Best-In-State Wealth Advisors List for 2026. [1]

In recent years, the rise of index funds has reshaped how many investors think about managing money. Low costs, diversification, and simplicity are real advantages – and within investment portfolios, they’ve proven effective over time. But in our experience, the idea of “set it and forget it” doesn’t typically translate well beyond investments.

Grant has over 13 years of experience as a financial advisor serving individuals, business, and institutions.  

Each quarter, we create an outlook that covers topics including general investment market conditions, financial planning considerations, and SJS news.

At SJS, we work with you to understand the complex topic of taxes. Tax-efficient investing involves aiming to reduce and defer taxes through optimized investment management.

Most people spend decades preparing for retirement. They save consistently, invest diligently, and build an investment portfolio designed to grow over time to replace their paycheck one day.

Recent market volatility has understandably raised emotions and concerns over the last week. When headlines are alarming and markets move sharply up or down, it is natural for you to wonder about their investments.