Esther Robinson joined SJS Investment Services as a Client Services Associate in June 2026, following her time supporting the Scottsdale office as an intern.

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

At SJS Investment Services, we believe financial literacy is about more than understanding money - it’s about giving people the knowledge and confidence to make informed decisions about their futures.

Benjamin Franklin famously said, “In this world, nothing is certain except death and taxes.”[1]

Recently, our SJS Book Club sat down to discuss behavioral finance and insights from Morgan Housel’s The Psychology of Money. While I had read this book before, many of the twenty money lessons Housel shares are timeless.

SJS Investment Services has earned recognition in Financial Advisor’s 2026 Registered Investment Advisor (RIA) Ranking, an annual list of registered investment advisory firms across the United States.

On July 4, 2026, a new tax-advantaged investment account was officially launched by the US government: 530A accounts, also known as Trump accounts.

Each quarter, we create an outlook that covers topics including general investment market conditions, financial planning considerations, and SJS news.

With America celebrating 250 years of independence, it feels like an appropriate time to reflect on the value of independence in our own industry and why we believe it still matters to clients today.

Elizabeth joined the SJS team in 2026 as a Client Services Associate. She assists with client onboarding, account maintenance, and ongoing service requests, partnering closely with the advisory team to support day-to-day operations and help ensure a seamless client experience.

There has never been more access to financial information to guide investment decisions, yet that information is not designed for the individual investor behind it.

I still remember watching SpaceX complete its first successful rocket landing a decade ago and being amazed. That sense of awe only grew when it later caught a Super Heavy booster with mechanical arms.

Feeling a bit like life is too full and too busy? Does it seem like there’s never enough time in the day to do everything that you need to do?

As life grows, finances usually do too. More responsibilities, more accounts, more decisions, and more pressure to make the right calls can turn a once-simple financial life into something that feels harder to manage.

While working within a business, owners live and breathe the business 24/7.  Once a business is sold, whether to family, trusted employees, or to an outside third party, life for the owner may change dramatically.

At SJS Investment Services, we believe financial literacy is one of the most powerful tools you can develop early in life. When individuals build strong financial habits at a young age, they gain more than just knowledge - they can develop discipline, confidence, and long-term resilience.

Chris joined SJS in 2026 as Chief Operating Officer and looks forward to supporting SJS' operations and exceptional client experience. 

Business exit planning isn’t just about selling—it’s about readiness. Learn why early planning creates better outcomes and fewer regrets.

We’re excited to introduce our new Executive Assistant in our Perrysburg office, Marcus Doore, who will play an important role in supporting our team and enhancing the experience we provide to our clients.

We’re proud to share that Scott J. Savage, Founder and CEO of SJS Investment Services, has once again been recognized by Forbes in the Forbes / SHOOK Research Best-In-State Wealth Advisors List for 2026. [1]