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SJS Investment Services

Home
About Us
Why SJS
Our Purpose, Mission, & Values
Meet Your Team
SJS History
Community Involvement
Form CRS
SEC Disclosures
Who We Serve
Individuals & Families
Business Owners
Non-profits, Endowments & Foundations
Retirement Plan Services
Public Funds
How We Serve
What We Do For You
The SJS Process
MarketPlus® Investing
MySJS Portal App
Multi-Family Office
Socially Responsible Investing
News & Blog
Contact Us
Get Started
MySJS Portal
February 24, 2025
Security
Bobby Adusumilli
Protecting Your Personal Information and ...

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

Protecting Your Personal Information and Financial Assets
January 13, 2025
Financial Planning
Andrew Schaetzke, CFP®
Important Financial Planning Numbers For 2025

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

Important Financial Planning Numbers For 2025
January 6, 2025
Investing, Financial Planning
Kirk Ludwig, CFIP, AIF®
The Tale Of Two Curves: What The Yield Curve ...

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

The Tale Of Two Curves: What The Yield Curve Means For You
January 6, 2025
Financial Planning
Bobby Adusumilli
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.

Planning Financially For The New Year
January 6, 2025
Community Involvement
Scott Savage
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.

What A Difference A Year Makes: SJS Puppy
Kevin Kelly, CFA
June 17, 2020
Investing

Value Opportunities

Kevin Kelly, CFA
June 17, 2020
Investing
Value Opportunities

When you “buy low,” and prices go lower, it can test conviction. Nonetheless, we believe now is a good time to stick with and lean-in to MarketPlus Investing.

Tagged: Suggested Reading, Kevin Kelly, Value Investing, Valuations, Markets and Economy

Scott Savage
June 12, 2020
Financial Planning

The Secret To A Regret-Free Life

Scott Savage
June 12, 2020
Financial Planning
The Secret To A Regret-Free Life

Regrets are a great reminder for me of what my dad used to say: ‘We are all here on a rain check.’ It's up to each of us to cash in that check and not delay.

Tagged: Suggested Reading, Scott Savage, Individuals & Families, Regrets, Meaning

Scott Savage
June 5, 2020
Financial Planning

Listening Pays Off

Scott Savage
June 5, 2020
Financial Planning
Listening Pays Off

We have a saying: “When our clients talk, we listen.” Our best client relationships form not when we do a lot of talking, but when we do a lot of listening.

Tagged: Suggested Reading, Scott Savage, Individuals & Families, Listening, Thank You

Kirk Ludwig, CFIP, AIF®
May 20, 2020
Financial Planning

Hope Is Not Our Strategy

Kirk Ludwig, CFIP, AIF®
May 20, 2020
Financial Planning
Hope Is Not Our Strategy

We all hope for things. But there are many situations where hope isn’t enough. With MarketPlus Investing, we use science and decades of research to guide us.

Tagged: Suggested Reading, Individuals & Families, Portfolio Construction, Kirk Ludwig, Behavioral Finance

Scott Savage
May 6, 2020
SJS News

SJS Is Open For Business With You In Mind!

Scott Savage
May 6, 2020
SJS News
SJS Is Open For Business With You In Mind!

We made adjustments to our physical workspaces. And hopefully our service to you appeared seamlessly uninterrupted. That’s what you deserve.

Tagged: Suggested Reading, Coronavirus, Thank You

Kevin Kelly, CFA
April 7, 2020
Financial Planning

CARES ACT: Key Changes in Tax/Benefits Provisions for Families and Businesses

Kevin Kelly, CFA
April 7, 2020
Financial Planning
CARES ACT: Key Changes in Tax/Benefits Provisions for Families and Businesses

We want to share a summary of recent legislation that may affect you as you navigate through future decision-making for your families and businesses.

Tagged: Suggested Reading, Individuals & Families, CARES Act, Kevin Kelly, Financial Education

Kevin Kelly, CFA
April 7, 2020
Financial Planning

CARES ACT – Resources For Small Businesses And Nonprofits

Kevin Kelly, CFA
April 7, 2020
Financial Planning
CARES ACT – Resources For Small Businesses And Nonprofits

To help small businesses and nonprofits, we have summarized a few key provisions of the Coronavirus Aid, Relief, and Economic Security Act (CARES Act).

Tagged: Suggested Reading, CARES Act, Kevin Kelly, Institutions

Scott Savage
March 23, 2020
Financial Planning

Grocery Stores And Equilibrium

Scott Savage
March 23, 2020
Financial Planning
Grocery Stores And Equilibrium

As Americans, we have a history of navigating uncertainty and innovating our way through challenges. I believe we will get to the other side of the COVID-19 challenge together and grow through the process.

Tagged: Suggested Reading, Scott Savage, Individuals & Families, Coronavirus, Resilience

Thomas Kelly, CFA
March 12, 2020
Financial Planning

Working To Control What You Can

Thomas Kelly, CFA
March 12, 2020
Financial Planning
Working To Control What You Can

We can identify the risks we know of, craft an appropriate plan given those risks, act according to the plan, update the plan using new information, and repeat.

Tagged: Suggested Reading, Individuals & Families, Tom Kelly, Coronavirus, Control What You Can

Thomas Kelly, CFA
February 26, 2020
Financial Planning

Resilience In The Face Of The Coronavirus

Thomas Kelly, CFA
February 26, 2020
Financial Planning
Resilience In The Face Of The Coronavirus

SJS believes in the resilience of people and markets to respond well in the face of new obstacles, with the current coronavirus as no exception.

Tagged: Suggested Reading, Individuals & Families, Tom Kelly, Coronavirus

Thomas Kelly, CFA
February 10, 2020
Financial Planning

Making Sense of the Future: SJS 2020 Capital Markets Expectations

Thomas Kelly, CFA
February 10, 2020
Financial Planning
Making Sense of the Future: SJS 2020 Capital Markets Expectations

SJS uses our Capital Market Expectations to help design a portfolio that is appropriate for you, and to share insights from the SJS Investment Committee.

Tagged: Suggested Reading, Individuals & Families, Tom Kelly, Capital Markets Expectations, Bobby Adusumilli

Scott Savage
February 3, 2020
SJS News

Welcome, Catherine Stanley, to SJS Arizona

Scott Savage
February 3, 2020
SJS News
Welcome, Catherine Stanley, to SJS Arizona

SJS is delighted to welcome Phoenix native Catherine Stanley, who joins our team in Scottsdale as Advisor Support Associate.

Tagged: SJS Team, Catherine Stanley

Jennifer Smiljanich, CFP®
January 29, 2020
Financial Planning

The SECURE Act Shifts The Rules Of Retirement

Jennifer Smiljanich, CFP®
January 29, 2020
Financial Planning
The SECURE Act Shifts The Rules Of Retirement

We’ve highlighted some of the more significant modifications within the SECURE Act that affect your retirement planning.

Tagged: Suggested Reading, Jennifer Smiljanich, Individuals & Families, Retirement Planning

Scott Savage
January 21, 2020
SJS News

3 Cheers For 20 Years

Scott Savage
January 21, 2020
SJS News
3 Cheers For 20 Years

We are thankful to have Kevin Kelly, CFA and Meredith Sleet as part of the SJS team, and we look forward to their leadership, guidance, and the sound of their friendly voices for many years to come.

Tagged: Suggested Reading, Scott Savage, SJS Team, Meredith Sleet, Kevin Kelly

Scott Savage
January 14, 2020
Investing

You're A Winner (By Design!)

Scott Savage
January 14, 2020
Investing
You're A Winner (By Design!)

Your likelihood of “picking” these individual stock winners in advance out of the pool of 500 stocks, let alone picking all of them, is virtually zero.

Tagged: Suggested Reading, Individuals & Families, Scott Savage, Portfolio Construction, Diversification

Andrew Schaetzke, CFP®
January 3, 2020
Financial Planning

Increased 401(k), 403(b) Contribution Limits In Effect For 2020

Andrew Schaetzke, CFP®
January 3, 2020
Financial Planning
Increased 401(k), 403(b) Contribution Limits In Effect For 2020

The IRS has announced new retirement account contribution guidelines for 2020. Contributing more to your retirement accounts now can lead to a lower tax bill – not to mention more income in retirement.

Tagged: Suggested Reading, Individuals & Families, Retirement Planning, Andrew Schaetzke

Scott Savage
November 1, 2019
Client Service

The "One" Number That Matters Most

Scott Savage
November 1, 2019
Client Service
The "One" Number That Matters Most

It’s the measurement of how many clients stay with SJS from year to year. Known as client retention, for 2018, our number was a humbling 98%.

Tagged: Suggested Reading, Scott Savage, Individuals & Families, You Come First

Scott Savage
October 29, 2019
SJS News

SJS Welcomes (Back) Bobby Adusumilli

Scott Savage
October 29, 2019
SJS News
SJS Welcomes (Back) Bobby Adusumilli

Former SJS intern Bobby Adusumilli has returned to SJS. Please join us in warmly welcoming Bobby (back) to SJS!

Tagged: SJS Team, Bobby Adusumilli

Thomas Kelly, CFA
October 22, 2019
Investing

The Price Is Right

Thomas Kelly, CFA
October 22, 2019
Investing
The Price Is Right

When comparing price relative to a standard measure, we can make an educated guess that mutual funds made up of lower-priced stocks may offer an opportunity for a greater return in the future.

Tagged: Suggested Reading, Individuals & Families, Tom Kelly, Value Investing

Scott Savage
October 15, 2019
Financial Planning

When You Call, Use Your "Smart" Phone

Scott Savage
October 15, 2019
Financial Planning
When You Call, Use Your "Smart" Phone

Sometimes, it may be helpful to point to a market force that may be actionable for you or your loved ones. One such market force now? Falling mortgage rates.

Tagged: Suggested Reading, Individuals & Families, Scott Savage, Mortgage

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Phone: (419) 885-2626 or (800) 434-4406