SJS News

Our Blog
SJS Weekly Market Update
SJS Weekly Market Update

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

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Important Financial Planning Numbers For 2026
Important Financial Planning Numbers For 2026

As you look ahead to 2026, it’s easy to feel overwhelmed by all the new financial and tax updates. To make things simpler, we want to highlight the key numbers to keep on your radar this year.

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What's The (Gold) Rush?
What's The (Gold) Rush?

Gold has delivered eye-catching gains in recent years, surging past $4,000 per ounce this year and headlining financial media with talk of safe havens, inflation fears, and geopolitical uncertainty. This performance has increased investor enthusiasm, but history and research suggest caution.

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A Cautionary Tale of Concentration & Exuberance
A Cautionary Tale of Concentration & Exuberance

The value of investment markets lies in the unknowable future. No one knows exactly what comes next - despite what some may claim. What we do know, grounded in academic research, is that valuations matter.

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Am I Eligible For Medicare & How Do I Enroll?
Am I Eligible For Medicare & How Do I Enroll?

Medicare Open Enrollment (October 15 – December 7, 2025) is the time to review your current healthcare coverage and make changes for the year ahead.

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SJS Quarterly Outlook: October 2025
SJS Quarterly Outlook: October 2025

In this Outlook, we share an update on today’s markets and the new “Big Beautiful Bill,” plus stories about our SJS Book Club, new team members, and interns.

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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].

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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.

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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.

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Why Responsible Flexibility Matters at SJS
Why Responsible Flexibility Matters at SJS

At SJS, we embrace the fact that great work can happen in the office or remotely. With four office locations and team members working across the country, flexibility isn’t just a benefit—it’s a strategic strength.

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How To Know A Good Innovation From A Bad One
How To Know A Good Innovation From A Bad One

It’s no secret that the pace of innovation these days is supersonic. We all see the online videos of near-daily rocket launches and miraculous landings. And everyone seems to be asking the same question: how do we discern a good “innovation” from a not-so-good one?

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Walking the Tightrope: The Fed, the Market, and Your Bonds
Walking the Tightrope: The Fed, the Market, and Your Bonds

Interest rates don’t always make headlines, but when they do, they tend to shake everything else. That’s because rates sit at the heart of the economy: they influence borrowing costs, savings yields, and business investment.

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SJS Outlook: Q1 2025
SJS Outlook: Q1 2025

SJS Q1 2025 Outlook includes a market update, team highlights, SJS book club insights and important information on the social security fairness act.

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SJS 2024 Annual Report
SJS 2024 Annual Report

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

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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.

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Navigating Market Volatility — SJS Perspective
Navigating Market Volatility — SJS Perspective

Given recent price drops in US stocks, we wanted to offer our perspective on why maintaining discipline to target allocations may be one of the most important things we can do as investors.

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Protecting Your Personal Information and Financial Assets
Protecting Your Personal Information and Financial Assets

While the returns on your investments are important, so is the safety of your personal information and assets.

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Important Financial Planning Numbers For 2025
Important Financial Planning Numbers For 2025

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

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The Tale Of Two Curves: What The Yield Curve Means For You
The Tale Of Two Curves: What The Yield Curve Means For You

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

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Planning Financially For The New Year
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.

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Letter Of Gratitude & Excitement
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.

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SJS Outlook: Q4 2024
SJS Outlook: Q4 2024

This Outlook includes a letter from Scott J. Savage on gratitude and excitement, what the yield curve means for you, planning financially for the new year, SJS puppy, and looking forward to Q1 2025.

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Election Time
Election Time

Every four years, we get the same question (whether you have asked it, or you are thinking it) – how will the election affect my portfolio?

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Financial To-Dos Before The End Of The Year
Financial To-Dos Before The End Of The Year

As we approach the end of the year, we want to highlight some important financial items to review before the new year.

Read More →
SJS Outlook: Q3 2024
SJS Outlook: Q3 2024

This Outlook includes our discussion of election time, financial to-dos before the end of the year, new SJS Perrysburg office, SJS Team updates, and looking forward to Q4 2024.

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40 Years Of Trust
40 Years Of Trust

As I approach my 40th anniversary as a financial advisor, I can't help but look back on the road I've traveled.

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Earning More Interest On Your Cash
Earning More Interest On Your Cash

While people commonly hold their cash within checking and savings accounts, we want to highlight three short-term, interest-bearing investments that can be held within your investment account.

Read More →
SJS Outlook: Q2 2024
SJS Outlook: Q2 2024

This Outlook includes Founder & CEO Scott J. Savage’s gratitude for your 40 years of trust, how you can earn more interest on your cash, welcoming new SJS Team members, and looking forward to Q3 2024.

Read More →
Standing On The Shoulders Of Giants: The Evolution Of MarketPlus® Investing
Standing On The Shoulders Of Giants: The Evolution Of MarketPlus® Investing

When working with investment managers, we want them to share that same client-first philosophy and sit on the same side of the table with us.

Read More →
Protecting Your Personal Information & Financial Assets
Protecting Your Personal Information & Financial Assets

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

Read More →
Our Blog
Thank You Isaac Saffold!
Thank You Isaac Saffold!

This fall, we had the pleasure of working with Isaac Saffold, an intern from Georgetown University. Isaac joined us through a meaningful connection — he was referred by the Georgetown football coach, as SJS Senior Advisor Andrew Schaetzke also played on the team. It’s a great example of how strong relationships open doors and create opportunities.

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SJS Investment Services Recognized In CNBC's 2025 FA 100 List
SJS Investment Services Recognized In CNBC's 2025 FA 100 List

SJS Investment Services is proud to be #11 on CNBC’s 2025 Financial Advisor (FA) 100 list, an annual ranking of registered investment advisory (RIA) firms within the United States.[1]

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SJS Investment Services Recognized In The Forbes / SHOOK 2025 List Of America's Top RIA Firms
SJS Investment Services Recognized In The Forbes / SHOOK 2025 List Of America's Top RIA Firms

SJS Investment Services has been recognized in the Forbes / SHOOK 2025 list of America’s Top RIA (Registered Investor Advisor) Firms.

Read More →
SJS Quarterly Outlook: October 2025
SJS Quarterly Outlook: October 2025

In this Outlook, we share an update on today’s markets and the new “Big Beautiful Bill,” plus stories about our SJS Book Club, new team members, and interns.

Read More →
SJS Welcomes Elizabeth Molique to Chicago Office
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.

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SJS Investment Services Recognized in Financial Advisor Magazine’s 2025 Registered Investment Advisor Ranking
SJS Investment Services Recognized in Financial Advisor Magazine’s 2025 Registered Investment Advisor Ranking

SJS Investment Services has earned recognition in Financial Advisor Magazine’s 2025 Registered Investment Advisor (RIA) Ranking, an annual ranking of registered investment advisory firms in the United States.

Read More →
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.

Read More →
Scott Savage Recognized in Forbes/SHOOK 2025 Best-In-State Wealth Advisors Ranking
Scott Savage Recognized in Forbes/SHOOK 2025 Best-In-State Wealth Advisors Ranking

We’re proud to share that Scott J. Savage, Founder and CEO of SJS Investment Services, has once again been recognized by the Forbes / SHOOK 2025 Best-In-State Wealth Advisors ranking.

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SJS Outlook: Q1 2025
SJS Outlook: Q1 2025

SJS Q1 2025 Outlook includes a market update, team highlights, SJS book club insights and important information on the social security fairness act.

Read More →
SJS 2024 Annual Report
SJS 2024 Annual Report

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

Read More →
SJS Welcomes Marketing Director
SJS Welcomes Marketing Director

We are thrilled to welcome our new Marketing Director, Rae Navarre, to the SJS team! Rae brings extensive experience in branding and strategic marketing to the firm.

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Letter Of Gratitude & Excitement
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.

Read More →
SJS Outlook: Q4 2024
SJS Outlook: Q4 2024

This Outlook includes a letter from Scott J. Savage on gratitude and excitement, what the yield curve means for you, planning financially for the new year, SJS puppy, and looking forward to Q1 2025.

Read More →
SJS Investment Services Recognized In CNBC's 2024 FA 100 List
SJS Investment Services Recognized In CNBC's 2024 FA 100 List

SJS Investment Services has been recognized in CNBC’s 2024 FA 100 list, an annual ranking of registered investment advisory (RIA) firms within the USA.

Read More →
SJS Investment Services Recognized In The Forbes / SHOOK 2024 List Of America's Top RIA Firms
SJS Investment Services Recognized In The Forbes / SHOOK 2024 List Of America's Top RIA Firms

SJS Investment Services has been recognized in the Forbes / SHOOK 2024 list of America’s Top RIA (Registered Investor Advisor) Firms.

Read More →
New SJS Perrysburg, Ohio Office!
New SJS Perrysburg, Ohio Office!

We are proud to share our new office location in the historic River House building at 115 West Front Street, Perrysburg, OH 43551!

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SJS Outlook: Q3 2024
SJS Outlook: Q3 2024

This Outlook includes our discussion of election time, financial to-dos before the end of the year, new SJS Perrysburg office, SJS Team updates, and looking forward to Q4 2024.

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SJS Welcomes Ryan Stoller!
SJS Welcomes Ryan Stoller!

We would like to welcome Ryan Stoller to the SJS Team! Ryan serves SJS and our clients as an Associate Advisor.

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Thank You Elizabeth Molique & Isabelle Szenderski!
Thank You Elizabeth Molique & Isabelle Szenderski!

We asked SJS interns Elizabeth Molique and Isabelle Szenderski to write a summary of what they did throughout the summer.

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SJS Investment Services Recognized in Financial Advisor Magazine’s 2024 Registered Investment Advisor Ranking
SJS Investment Services Recognized in Financial Advisor Magazine’s 2024 Registered Investment Advisor Ranking

SJS Investment Services has been recognized in Financial Advisor Magazine’s 2024 Registered Investment Advisor (RIA) Ranking, an annual ranking of independent investment advisory firms within the United States.

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40 Years Of Trust
40 Years Of Trust

As I approach my 40th anniversary as a financial advisor, I can't help but look back on the road I've traveled.

Read More →
SJS Outlook: Q2 2024
SJS Outlook: Q2 2024

This Outlook includes Founder & CEO Scott J. Savage’s gratitude for your 40 years of trust, how you can earn more interest on your cash, welcoming new SJS Team members, and looking forward to Q3 2024.

Read More →
SJS Welcomes Robert Schaefer!
SJS Welcomes Robert Schaefer!

We would like to welcome Robert Schaefer to the SJS Team! As an Advisor, Robby works with both individual and institutional clients.

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Scott Savage Recognized In The Forbes / SHOOK 2024 Best-In-State Wealth Advisors Ranking
Scott Savage Recognized In The Forbes / SHOOK 2024 Best-In-State Wealth Advisors Ranking

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.

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SJS Outlook: Q1 2024
SJS Outlook: Q1 2024

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.

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SJS Outlook: Q4 2023
SJS Outlook: Q4 2023

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.

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SJS Welcomes Jeff Lewis!
SJS Welcomes Jeff Lewis!

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

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Welcome (Back) Molly LaClair!
Welcome (Back) Molly LaClair!

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!

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SJS Investment Services Recognized In The Forbes / SHOOK 2023 List Of America's Top RIA Firms
SJS Investment Services Recognized In The Forbes / SHOOK 2023 List Of America's Top RIA Firms

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

Read More →
SJS Outlook: Q3 2023
SJS Outlook: Q3 2023

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.

Read More →

Insights

Community Involvement

Our Blog
What A Difference A Year Makes: SJS Puppy
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.

Read More →
Five Graduating High School Students Shadow SJS Investment Services
Five Graduating High School Students Shadow SJS Investment Services

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

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Our Family Has Grown By Four Feet!
Our Family Has Grown By Four Feet!

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

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Small Town Values
Small Town Values

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

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You Can't Take It With You
You Can't Take It With You

In addition to family gifting, many individuals support giving to organizations that aim to help their communities. We highlight some strategies to make the most of your giving dollars.

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International Samaritan: Walking Hand-In-Hand With Families In Garbage Dump Communities
International Samaritan: Walking Hand-In-Hand With Families In Garbage Dump Communities

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.

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Empowering Our Team To Build Up Our Community
Empowering Our Team To Build Up Our Community

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

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Leadership Toledo: Inspiring Community Involvement
Leadership Toledo: Inspiring Community Involvement

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.

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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.

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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!

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Metroparks Toledo: Redefining Our Region
Metroparks Toledo: Redefining Our Region

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.

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Stories Of Giving & Achievement: The Series
Stories Of Giving & Achievement: The Series

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.

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Two Graduating High School Students Shadow SJS Investment Services
Two Graduating High School Students Shadow SJS Investment Services

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.

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Paying It Forward
Paying It Forward

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.

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Three Graduating High School Students Shadow SJS Investment Services
Three Graduating High School Students Shadow SJS Investment Services

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.

Read More →
Toledo-Made: Gifts From The 419
Toledo-Made: Gifts From The 419

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.

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'Tis The Season: 7 Tips To Help Your Favorite Nonprofit Raise More Money
'Tis The Season: 7 Tips To Help Your Favorite Nonprofit Raise More Money

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.

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SJS And Your Metroparks – How Are They Alike?
SJS And Your Metroparks – How Are They Alike?

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.

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SJS Outlook Scott Savage SJS Outlook Scott Savage

SJS Outlook: Q3 2023

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.

Suggested Reading

Our Blog
SJS Investment Services Recognized In CNBC's 2025 FA 100 List

SJS Investment Services is proud to be #11 on CNBC’s 2025 Financial Advisor (FA) 100 list, an annual ranking of registered investment advisory (RIA) firms within the United States.[1]

Am I Eligible For Medicare & How Do I Enroll?

Medicare Open Enrollment (October 15 – December 7, 2025) is the time to review your current healthcare coverage and make changes for the year ahead.

SJS Investment Services Recognized In The Forbes / SHOOK 2025 List Of America's Top RIA Firms

SJS Investment Services has been recognized in the Forbes / SHOOK 2025 list of America’s Top RIA (Registered Investor Advisor) Firms.

SJS Outlook: Q1 2025

SJS Q1 2025 Outlook includes a market update, team highlights, SJS book club insights and important information on the social security fairness act.

SJS 2024 Annual Report

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

Important Financial Planning Numbers For 2025

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

The Tale Of Two Curves: What The Yield Curve Means For You

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

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.

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.

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.

SJS Outlook: Q4 2024

This Outlook includes a letter from Scott J. Savage on gratitude and excitement, what the yield curve means for you, planning financially for the new year, SJS puppy, and looking forward to Q1 2025.

SJS Investment Services Recognized In CNBC's 2024 FA 100 List

SJS Investment Services has been recognized in CNBC’s 2024 FA 100 list, an annual ranking of registered investment advisory (RIA) firms within the USA.

SJS Investment Services Recognized In The Forbes / SHOOK 2024 List Of America's Top RIA Firms

SJS Investment Services has been recognized in the Forbes / SHOOK 2024 list of America’s Top RIA (Registered Investor Advisor) Firms.

Election Time

Every four years, we get the same question (whether you have asked it, or you are thinking it) – how will the election affect my portfolio?

Financial To-Dos Before The End Of The Year

As we approach the end of the year, we want to highlight some important financial items to review before the new year.

SJS Outlook: Q3 2024

This Outlook includes our discussion of election time, financial to-dos before the end of the year, new SJS Perrysburg office, SJS Team updates, and looking forward to Q4 2024.

SJS Investment Services Recognized in Financial Advisor Magazine’s 2024 Registered Investment Advisor Ranking

SJS Investment Services has been recognized in Financial Advisor Magazine’s 2024 Registered Investment Advisor (RIA) Ranking, an annual ranking of independent investment advisory firms within the United States.

40 Years Of Trust

As I approach my 40th anniversary as a financial advisor, I can't help but look back on the road I've traveled.

Earning More Interest On Your Cash

While people commonly hold their cash within checking and savings accounts, we want to highlight three short-term, interest-bearing investments that can be held within your investment account.

SJS Outlook: Q2 2024

This Outlook includes Founder & CEO Scott J. Savage’s gratitude for your 40 years of trust, how you can earn more interest on your cash, welcoming new SJS Team members, and looking forward to Q3 2024.

Five Graduating High School Students Shadow SJS Investment Services

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

Our Family Has Grown By Four Feet!

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

Standing On The Shoulders Of Giants: The Evolution Of MarketPlus® Investing

When working with investment managers, we want them to share that same client-first philosophy and sit on the same side of the table with us.

Protecting Your Personal Information & Financial Assets

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

SJS Outlook: Q1 2024

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.

Inside MarketPlus® Investing – Fund Spotlight: SRDAX

SRDAX is a shining example of the value alternatives can bring to traditional stock and bond strategies.

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.

Small Town Values

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

SJS Outlook: Q4 2023

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.

Important Financial Planning Numbers For 2024

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

Read More