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

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.

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.

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

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.

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.

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.

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.

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.

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 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.

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.

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.

SJS Q2 2022 Outlook including our insights on what is driving stock market returns, what you can do about inflation, more members of the SJS family, and looking forward to Q3 2022.

SJS Q1 2022 Outlook including our insights on market corrections and market highs, the rise in interest rates, “The Fastest Company In The World”, and looking forward to Q2 2022.

SJS Q4 2021 Outlook including our reflections on 2021 and what we are excited about for 2022, how your finances may change in 2022, important dates and events in Q1 2022, and Tom Kelly’s healthy newborn child Oliver Kelly.

SJS Q3 2021 Outlook on the SJS 100-Year Vision, what you can control even if you are worried about the markets, tax-smart considerations before year-end, and the SJS 20-Year Club.

SJS Q2 2021 Outlook on inflation, transitioning from work income to retirement income, the MySJS app, new SJS Manager of Human Resources Tiffany Wilson, and a new member of the Schaetzke family.

SJS Q1 2021 Outlook on inflation, international stock diversification, Toledo-made gifts, and tax filing deadlines.