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

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

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.

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

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.

To help you financially plan for 2024, we provide this resource with important numbers for the upcoming year.

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.

The SJS Q2 2023 Outlook includes our insights on building up our local communities as well as market performance so far in 2023. We also share even more members of the SJS family and look forward to Q3 2023.

The SJS Annual Report provides updates on the SJS Team, MarketPlus Investing®, SJS purpose, mission, & values, multi-family office services, and SJS community involvement.

The SJS Q1 2023 Outlook includes our insights on planning for your legacy, tomorrow’s headlines today, how the SECURE 2.0 Act may impact your finances, and looking forward to Q2 2023.

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.

The SJS Q4 2022 Outlook includes our insights on the U.S. bond market over the past year, steps to help you plan financially for the new year, a thank you to Bev Langley, and looking forward to Q1 2023.

We have some suggestions for concrete actions to start your new year on the right foot, financially.

To help you financially plan for 2023, we provide this resource with important numbers for the upcoming year.

To help you assess financial issues to consider for the rest of 2022, we provide this resource.

To help you assess ways that you can assist your parents with financial matters, we provide this resource.

The SJS Q3 2022 Outlook includes our insights on the performance of global markets so far in 2022, supporting our communities, a new member of the SJS Team, and looking forward to Q4 2022.

One of The Ability Center’s services is the Assistance Dog training program, which helps individuals with disabilities achieve greater independence.

Isn’t this picture magical? It's Main Street in Sylvania, Ohio, the small town where I founded SJS over 28 years ago!

International Samaritan is a 501(c)(3) nonprofit organization that is working to break the chains of poverty and improving lives, particularly within garbage dump communities worldwide.

The SJS Mission is to empower you to build a better life. That extends to our teammates, clients, and community members.

Leadership Toledo is an organization that connects individuals with the community, engaging and involving them with initiatives that make the Toledo region a great place to live, work, and enjoy.

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.

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!

Further expansion, connection, and exceptional maintenance of existing Metroparks will continue to elevate our region in the eyes of the world and in the hearts of those who call Toledo home.

These are stories of achievement that can only come through caring enough about you, your communities, and the world to give our time, financial support, our passion to offer a helping hand to those in their time of need.

For two graduating high school Seniors who shadowed us recently, we asked each student to write a 2-3 paragraph summary of what they learned during the week.

Inspired by many clients throughout the years, SJS Team Members are encouraged to “pay it forward“ with their time, talents, and resources to advance the missions of worthy non-profit organizations.

For three graduating high school Seniors who shadowed us recently, we asked each student to write a 2-3 paragraph summary of what they learned during the week.

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.

For nonprofits, less than 50% of donations come from the previous year’s donors. Here are 7 ways to potentially inspire more giving to your favorite nonprofit.

Restoring, preserving, protecting: It’s no coincidence that the tenets that I believe make for good environmental strategy also may make for a good financial strategy.

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.

We would like to welcome Jeff Lewis to the SJS Team! Jeff is an Associate Advisor, working alongside Senior Advisors to serve our clients.

Most recently part of the SJS Team from 2018 to 2021, we are thrilled to say that Molly LaClair has decided to re-join the SJS Team as an Associate Advisor!

SJS Investment Services has been recognized in the Forbes / SHOOK 2023 list of America’s Top RIA (Registered Investor Advisor) Firms.

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.

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.

The SJS Annual Report provides updates on the SJS Team, MarketPlus Investing®, SJS purpose, mission, & values, multi-family office services, and SJS community involvement.

The SJS word of the year for 2023 is GRATITUDE! Gratitude for our health, families, friends, faith, country, the SJS Team, and most importantly You, our loyal client who trusts us to do what’s in your best interest day-in and day-out.

We would like to welcome Rachel to the SJS Team in Sylvania, Ohio! Rachel is an Advisor working closely with multi-generational families and individuals.

SJS Investment Services has been recognized in the Forbes / SHOOK Research 2022 list of America’s Top RIA (Registered Investor Advisor) Firms.

We would like to welcome Ryan to the SJS Team in Sylvania, Ohio! Ryan serves as Client Service Associate.

SJS has been recognized in Financial Advisor Magazine’s 2022 Registered Investment Advisor (RIA) Ranking, an annual ranking of independent investment advisory firms within the United States.

We would like to welcome Austin Grizzell to the SJS Team in Scottsdale, Arizona! Austin serves as Associate Advisor.

SJS Investment Services Founder & CEO Scott Savage has been recognized in the Forbes 2022 ranking of Best-In-State Wealth Advisors in Ohio, as part of a ranking of wealth advisors within the United States.

Video on our MarketPlus Investing philosophy.

Video on our Vision, Mission, People, & Process.

We would like to welcome Katie Floyd to the SJS Team in Sylvania, Ohio! Katie serves as Associate Advisor.

SJS Investment Services has been recognized in CNBC’s 2021 FA 100 Ranking, an annual ranking of registered investment advisory (RIA) firms within the United States.

SJS has been recognized in Financial Advisor Magazine’s 2021 Registered Investment Advisor (RIA) Ranking, an annual ranking of independent investment advisory firms within the United States.

Congratulations to SJS Investment Services Investment Associate Bobby Adusumilli, who recently earned the CFA Institute’s CFA charter!

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.

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!

The reason we exist is YOU, and we were pleased to send each of our clients an American flag as a symbol of our gratitude and our pride in living in the greatest country in the world.

Thank you for all your collaboration, confidence, and trust in us over the past 25 years. Please know the depth of my gratitude is impossible to put into words.

After interning at the SJS Arizona office in Spring 2020, Michael Savage has joined our team in Sylvania!

SJS Investment Services has been recognized in RIA Channel’s 2020 Top 100 Wealth Manager List, an annual ranking of independent investment advisory firms within the United States.

SJS has been recognized in Financial Advisor Magazine’s 2020 Registered Investment Advisor (RIA) Rankings, an annual ranking of independent investment advisory firms within the United States.

SJS is delighted to welcome Phoenix native Catherine Stanley, who joins our team in Scottsdale as Advisor Support Associate.

We are thankful to have Kevin Kelly, CFA and Meredith Sleet as part of the SJS team, and we look forward to their leadership, guidance, and the sound of their friendly voices for many years to come.

Knowing which investment accounts to store your money can be challenging. We detail four investment accounts that can aid you in growing your wealth over time.

We want to emphasize six aspects of investor psychology - also known as cognitive biases - that tend to hurt investor performance, and what investors can do to address these biases.

You have probably heard the saying, “Stocks are riskier than bonds.” While the logic makes sense, are stocks actually riskier than bonds?

The typical millionaire may surprise you. I think these characteristics and actions tend to help people grow their wealth over time.

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.

Wise decisions and actions today can often give you more options tomorrow. To that end, we will revisit some strategies behind a solid investment plan.