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.
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.
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.
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.
