While the returns on your investments are important, so is the safety of your personal information and assets.
To help you financially plan for 2025, we provide this resource with important numbers for the year.
The yield curve isn’t just an academic concept; it impacts real-life decisions.
As we begin the new year, we have some ideas for concrete actions to start your new year on the right foot, financially.
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.
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.
