SJS Welcomes Elizabeth Molique to Chicago Office

Elizabeth began working at SJS in August 2025 as an Investment Analyst in the Chicago office, primarily supporting Tom Kelly, SJS’s Chief Investment Officer. Her responsibilities include investment research, portfolio analysis, performance monitoring, and client/advisor support.

Originally from Arizona, Elizabeth interned at SJS' Arizona office in 2024, gaining early exposure to investment research and client service. She also fulfilled roles as a data management intern at a real estate firm in Madrid and as a financial modeling intern at an annuity development company.

She recently graduated from Trinity University in San Antonio, Texas, where she earned a degree in Mathematical Finance and Spanish. While at Trinity, she was a member of the varsity Swim & Dive team, competing in sprint freestyle and butterfly events. She also studied abroad at Universidad Complutense in Madrid.

Elizabeth is passionate about investments and committed to continuous growth in the financial industry. She is currently pursuing the Chartered Financial Analyst (CFA) designation to deepen her expertise in portfolio management, financial analysis, and ethical investing. She thrives on learning, analyzing markets, and identifying long-term value.

Outside of work, Elizabeth enjoys traveling, especially to Spanish-speaking countries, and discovering new cuisines and restaurants. She also has a deep appreciation for art, which was sparked by a class she took at the Museo del Prado in Madrid.

From Capitol Hill to Main Street: How the Big Beautiful Bill Impacts Your Business

From Capitol Hill to Main Street: How the Big Beautiful Bill Impacts Your Business

As we discussed in our last blog post, Congress passed the long-anticipated One Big Beautiful Bill Act (OBBBA). True to its name, this legislation covers a wide range of tax and financial provisions. And for business owners in particular, the impact is meaningful [1].

Unpacking the Impact of the Big Beautiful Bill

Unpacking the Impact of the Big Beautiful Bill

While many of us were enjoying fireworks and family time over the July 4th holiday, something else quietly lit up the sky in Washington—Congress passed the long-anticipated One Big Beautiful Bill Act (OBBBA). True to its name, this sweeping piece of legislation covers a wide array of tax and financial provisions designed to impact Americans at nearly every stage of life.

SJS Quarterly Outlook: July 2025

SJS Quarterly Outlook: July 2025

In our Quarterly Outlook, we reflect on 30 years of SJS with a letter from our Founder & CEO, share our latest investment insights, and highlight our continued commitment to community through SJS Cares. Plus, download a copy of our featured SJS Personal Information Organizer, which can serve as a comprehensive record of your essential family, financial, and personal information.

How Much Is Too Much? Reflections from "Next Generation Philanthropy"

How Much Is Too Much? Reflections from "Next Generation Philanthropy"

At SJS Investment Services, we’re always looking for fresh perspectives on wealth and how it impacts families, communities, and future generations. On March 11, we attended an event at the Toledo Museum of Art’s Glass Pavilion, Next Generation Philanthropy: Purpose, Not Privilege, featuring a conversation between Kristen Keffeler, author of The Myth of the Silver Spoon and Aly Sterling Philanthropy.