Kirk Ludwig, CFIP, AIF®

January 6, 2025

Investing, Financial Planning

The Tale Of Two Curves: What The Yield Curve Means For You

Kirk Ludwig, CFIP, AIF®

January 6, 2025

Investing, Financial Planning

The Tale Of Two Curves: What The Yield Curve Means For You

The yield curve isn’t just an academic concept; it impacts real-life decisions.

Bobby Adusumilli

January 6, 2025

Financial Planning

Planning Financially For The New Year

Bobby Adusumilli

January 6, 2025

Financial Planning

As we begin the new year, we have some ideas for concrete actions to start your new year on the right foot, financially.

Scott Savage

January 6, 2025

SJS Outlook

SJS Outlook: Q4 2024

Scott Savage

January 6, 2025

SJS Outlook

This Outlook includes a letter from Scott J. Savage on gratitude and excitement, what the yield curve means for you, planning financially for the new year, SJS puppy, and looking forward to Q1 2025.

Scott Savage

October 8, 2024

SJS News

SJS Investment Services Recognized In CNBC's 2024 FA 100 List

Scott Savage

October 8, 2024

SJS News

SJS Investment Services Recognized In CNBC's 2024 FA 100 List

SJS Investment Services has been recognized in CNBC’s 2024 FA 100 list, an annual ranking of registered investment advisory (RIA) firms within the USA.

Scott Savage

October 8, 2024

SJS News

SJS Investment Services Recognized In The Forbes / SHOOK 2024 List Of America's Top RIA Firms

Scott Savage

October 8, 2024

SJS News

SJS Investment Services Recognized In The Forbes / SHOOK 2024 List Of America's Top RIA Firms

SJS Investment Services has been recognized in the Forbes / SHOOK 2024 list of America’s Top RIA (Registered Investor Advisor) Firms.

Thomas Kelly, CFA

October 8, 2024

Investing

Election Time

Thomas Kelly, CFA

October 8, 2024

Investing

Every four years, we get the same question (whether you have asked it, or you are thinking it) – how will the election affect my portfolio?

Scott Savage

October 4, 2024

SJS Outlook

SJS Outlook: Q3 2024

Scott Savage

October 4, 2024

SJS Outlook

This Outlook includes our discussion of election time, financial to-dos before the end of the year, new SJS Perrysburg office, SJS Team updates, and looking forward to Q4 2024.

Scott Savage

July 25, 2024

SJS News

SJS Investment Services Recognized in Financial Advisor Magazine’s 2024 Registered Investment Advisor Ranking

Scott Savage

July 25, 2024

SJS News

SJS Investment Services Recognized in Financial Advisor Magazine’s 2024 Registered Investment Advisor Ranking

SJS Investment Services has been recognized in Financial Advisor Magazine’s 2024 Registered Investment Advisor (RIA) Ranking, an annual ranking of independent investment advisory firms within the United States.

Bobby Adusumilli

July 9, 2024

Investing

Earning More Interest On Your Cash

Bobby Adusumilli

July 9, 2024

Investing

While people commonly hold their cash within checking and savings accounts, we want to highlight three short-term, interest-bearing investments that can be held within your investment account.

Scott Savage

July 2, 2024

SJS Outlook

SJS Outlook: Q2 2024

Scott Savage

July 2, 2024

SJS Outlook

This Outlook includes Founder & CEO Scott J. Savage’s gratitude for your 40 years of trust, how you can earn more interest on your cash, welcoming new SJS Team members, and looking forward to Q3 2024.

Thomas Kelly, CFA

April 4, 2024

Investing

Standing On The Shoulders Of Giants: The Evolution Of MarketPlus® Investing

Thomas Kelly, CFA

April 4, 2024

Investing

When working with investment managers, we want them to share that same client-first philosophy and sit on the same side of the table with us.

Bobby Adusumilli

April 4, 2024

Security

Protecting Your Personal Information & Financial Assets

Bobby Adusumilli

April 4, 2024

Security

Protecting Your Personal Information & Financial Assets

We want to emphasize some best practices that can help us work together to ensure your information and assets remain safe.

Scott Savage

April 3, 2024

SJS Outlook

SJS Outlook: Q1 2024

Scott Savage

April 3, 2024

SJS Outlook

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.

Thomas Kelly, CFA

January 5, 2024

Investing

Inside MarketPlus® Investing – Fund Spotlight: SRDAX

Thomas Kelly, CFA

January 5, 2024

Investing

SRDAX is a shining example of the value alternatives can bring to traditional stock and bond strategies.

Jennifer Smiljanich, CFP®

January 5, 2024

Financial Planning

Planning (Financially) For The New Year

Jennifer Smiljanich, CFP®

January 5, 2024

Financial Planning

As we begin the new year, we have some ideas for concrete actions to start your new year on the right foot, financially.

Scott Savage

January 5, 2024

SJS Outlook

SJS Outlook: Q4 2023

Scott Savage

January 5, 2024

SJS Outlook

The SJS Q4 2023 Outlook includes our insights on small town values, MarketPlus® Investing, and planning financially for the new year. We also highlight new SJS Team members and look forward to Q1 2024.

Thomas Kelly, CFA

October 4, 2023

Investing

Growing Your Cash

Thomas Kelly, CFA

October 4, 2023

Investing

You can consider putting excess cash into a money market fund, short-term U.S. Treasury bonds, or a short-term bond mutual fund / ETF.

Thomas Kelly, CFA

October 4, 2023

Investing

In The Hopes Of A "Soft Landing", There May Be A Crack In The Foundation

Thomas Kelly, CFA

October 4, 2023

Investing

In The Hopes Of A "Soft Landing", There May Be A Crack In The Foundation

The future of the housing market is uncertain, and its resilience will be a crucial factor in the broader economic landscape.

Scott Savage

October 4, 2023

SJS Outlook

SJS Outlook: Q3 2023

Scott Savage

October 4, 2023

SJS Outlook

The SJS Q3 2023 Outlook includes our insights on gifting and charitable contributions as well as U.S. real estate. We also look forward to Q4 2023.

Scott Savage

September 13, 2023

SJS News

SJS Investment Services Recognized In CNBC's 2023 FA 100 List

Scott Savage

September 13, 2023

SJS News

SJS Investment Services Recognized In CNBC's 2023 FA 100 List

SJS Investment Services has been recognized in CNBC’s 2023 FA 100 list, an annual ranking of registered investment advisory (RIA) firms within the United States.