Financial Planning
Andrew Schaetzke, CFP®
Important Financial Planning Numbers For 2025

To help you financially plan for 2025, we provide this resource with important numbers for the year.

Important Financial Planning Numbers For 2025
Investing, Financial Planning
Kirk Ludwig, CFIP, AIF®
The Tale Of Two Curves: What The Yield Curve ...

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

The Tale Of Two Curves: What The Yield Curve Means For You
Financial Planning
Bobby Adusumilli
Planning Financially For The New Year

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

Planning Financially For The New Year
Community Involvement
Scott Savage
What A Difference A Year Makes: SJS Puppy

SJS began sponsoring an Assistance Dog at The Ability Center in Sylvania, Ohio. Assistance Dogs help individuals with disabilities achieve greater independence.

What A Difference A Year Makes: SJS Puppy
Client Service, SJS News
Scott Savage
Letter Of Gratitude & Excitement

Stepping into 2025, SJS is filled with gratitude and excitement as we celebrate our 30th year serving you, our valued clients.

Letter Of Gratitude & Excitement

SJS Investment Services Recognized In Financial Advisor Magazine’s 2023 Registered Investment Advisor Ranking

SJS Investment Services Recognized In Financial Advisor Magazine’s 2023 Registered Investment Advisor Ranking

SJS has been recognized in Financial Advisor Magazine’s 2023 Registered Investment Advisor (RIA) Ranking, an annual ranking of independent investment advisory firms within the United States.

Courageous Community Services: Promoting Healthy Lifestyles

Courageous Community Services: Promoting Healthy Lifestyles

The mission of Courageous Community Services is to provide meaningful, inclusive opportunities for individuals with disabilities and their families through advocacy, education, and engaging recreational experiences.

Four High School Seniors Intern With SJS Investment Services

Four High School Seniors Intern With SJS Investment Services

We asked each student to write a summary of what they learned during the internship, which we share here. We thank Kleiston, CJ, Beckham, and Zach for spending their internship with us, and we wish them well going forward!