Financial Considerations When Facing Divorce
We understand the transition when facing divorce, and will support your well-being, financial and otherwise. Some topics you should consider include the following.
Helping You, Not Judging You
People generally don’t want to feel judged for past financial decisions. Many current clients waited a long time to meet with me initially because they were feeling insecure and embarrassed about their past decisions.
Scott Savage Recognized In The Forbes 2021 Ranking Of Best-In-State Wealth Advisors
SJS Investment Services Founder & CEO Scott Savage has been recognized in the top 10 of the Forbes 2021 ranking of Best-In-State Wealth Advisors in Ohio.
The Sum Of Its Parts
Like for a bicycle or car, you need all of the pieces in all of the right places for your investment portfolio to work properly.
SJS 2021 Capital Markets Expectations: Making Sense Of The Future
SJS uses our 2021 Capital Market Expectations to help design a portfolio that is appropriate for you, and to share insights from the SJS Investment Committee.
GameStop Mania: Another Lesson On Short-Term Speculation
We don’t think that growing revenue, growing profits, or undervaluation can adequately explain GameStop’s valuation growth. Instead, we think short-term price speculation explains the majority of the dramatic growth.
Thank You Molly!
After over two years with the SJS Team, SJS Associate Advisor Molly LaClair has decided to focus full-time on raising her three young children. Please join us in saying thank you Molly!
Generation To Generation - Financial Planning Questions As You Get Older
As we move from young adulthood into careers and perhaps marriage and child-rearing and beyond, our priorities shift to try to answer questions like the following.
While You Weren't Sleeping - Performance Of Markets In 2020
Ignorance is bliss. At least that’s how we feel about the markets in 2020. The person who did not look at the news or troubles of the world was rewarded with an incredible year in the markets.
25 Years And Just Getting Started
The reason we exist is YOU, and we were pleased to send each of our clients an American flag as a symbol of our gratitude and our pride in living in the greatest country in the world.
Should You Change Your Financial Plan Because Of A One-Party Government?
It appears that Democrats will control the Presidency and Congress. Naturally, the question many clients have been asking is “What does this mean for my portfolio?”
SJS Outlook: Q4 2020
SJS Q4 2020 Outlook on recent market conditions, financial planning considerations, and SJS news.
Are You Starting To Invest? Some Considerations
We think having the next generation beginning to invest is a great thing. We believe these points can help you as you start your investment journey.
Are Your Assets Protected From Cyber Attack?
The alter ego to the Internet’s free-flow of information is “cybercrime.” There are several steps you can take to help protect your personal, private information.
'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.
There's Always Something Smart To Do: Harvesting Losses
Some taxable clients have recently asked us: what can we do with our harvested losses? Investors may have the following options.
2021 Financial Planning: Tax Rates, Retirement Plan Contributions, and More
We want to provide the below resource to help you easily find important financial planning numbers for 2021.
SJS 25th Anniversary: In Gratitude To You
Thank you for all your collaboration, confidence, and trust in us over the past 25 years. Please know the depth of my gratitude is impossible to put into words.
Always Expect The Unexpected
Here is a short list of what you can do now to ease the burden on your loved ones in case some unexpected event prevents you from caring for your family.
How Will Inflation Impact Your Portfolio?
Since expected U.S. inflation is now near the long-term target of 2.00%, we think it is reasonable to expect that interest rates will remain near current levels.