SJS Investment Services Founder & CEO Scott J. Savage has been recognized in the Forbes / SHOOK 2024 Best-In-State Wealth Advisors in Ohio ranking, as part of a ranking of wealth advisors within the United States.
The Outlook includes our evolving MarketPlus® Investing philosophy by standing on the shoulders of giants, and ways to help protect your personal information and financial assets. We also highlight The Ability Center and look forward to Q2 2024.
In addition to family gifting, many individuals support giving to organizations that aim to help their communities. We highlight some strategies to make the most of your giving dollars.
If you are lying awake asking yourself in the quiet of the night, “What should we do with our wealth when we die?”, please read on because in this article you will find potential answers, next steps, and resources.
In efforts to further improve retirement plan saving and investing, the SECURE 2.0 Act was signed into law in December 2022. We want to highlight how this act may impact your finances.
When you lose a loved one, particularly a spouse, we are here for you. We have helped many individuals over the last twenty-seven years find their footing and renewed confidence.
Business owners are looking for compelling ways to attract and retain talent. One approach to achieve this goal is through implementing a phantom stock plan.
This article explores how a buy-sell agreement works, why we strongly recommend one for our business owner clients who share company ownership, and how we can help with implementation.
By understanding and preparing for the benefits as well as costs of higher education options, you can make better higher education decisions for your family for both now and the future.
With an aging population and less people paying into Social Security, it is natural to wonder whether Social Security will be around for the long-term. So what can be done?
All business exits have pros and cons. Recently, I was introduced to a business owner who had just completed selling his company to a long-time loyal employee.