SJS began sponsoring an Assistance Dog at The Ability Center in Sylvania, Ohio. Assistance Dogs help individuals with disabilities achieve greater independence.
President Biden’s administration recently released details of a proposed tax plan. To help you determine how the proposed tax plan may impact your finances, we provide these resources.
While history has shown that US stock markets have handily outperformed international developed markets in nine of the last eleven calendar years, we may be due for a sea change.
We believe economic inflation is a real risk - the other edge of the sword in contrast to the risk of stock-market volatility that is so often referenced in investment-risk discussions.
The IRS recently announced a delay to the date for filing and making 2020 federal tax payments, from April 15, 2021 to May 17, 2021. This change applies to individual returns.
A SPAC is a publicly traded company that raises money from investors with the intent of taking some not-yet-determined private company public. Like giving your child a blank check to go buy whatever they want. What could go wrong?
I love Toledo, Ohio. There are so many great businesses in this area, and the least I can do is to support them. Here is a list of local gifts that I usually consider.
Many people want to explore how they can make gifts to family members without affecting their own financial security. We offer these possible gifting options.
Depending on individual circumstances, some people consider converting their Traditional IRA to a Roth IRA in an effort to increase longer-term after-tax returns.
We understand the transition when facing divorce, and will support your well-being, financial and otherwise. Some topics you should consider include the following.
People generally don’t want to feel judged for past financial decisions. Many current clients waited a long time to meet with me initially because they were feeling insecure and embarrassed about their past decisions.
SJS Investment Services Founder & CEO Scott Savage has been recognized in the top 10 of the Forbes 2021 ranking of Best-In-State Wealth Advisors in Ohio.
SJS uses our 2021 Capital Market Expectations to help design a portfolio that is appropriate for you, and to share insights from the SJS Investment Committee.
We don’t think that growing revenue, growing profits, or undervaluation can adequately explain GameStop’s valuation growth. Instead, we think short-term price speculation explains the majority of the dramatic growth.
After over two years with the SJS Team, SJS Associate Advisor Molly LaClair has decided to focus full-time on raising her three young children. Please join us in saying thank you Molly!
As we move from young adulthood into careers and perhaps marriage and child-rearing and beyond, our priorities shift to try to answer questions like the following.