The IRS recently announced a delay to the date for filing and making 2020 federal tax payments, from April 15, 2021 to May 17, 2021. This change applies to individual returns.

Congratulations to SJS Investment Services Investment Associate Bobby Adusumilli, who recently earned the CFA Institute’s CFA charter!

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

A SPAC is a publicly traded company that raises money from investors with the intent of taking some not-yet-determined private company public. Like giving your child a blank check to go buy whatever they want. What could go wrong?

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.

Many people want to explore how they can make gifts to family members without affecting their own financial security. We offer these possible gifting options.

The typical millionaire may surprise you. I think these characteristics and actions tend to help people grow their wealth over time.

Depending on individual circumstances, some people consider converting their Traditional IRA to a Roth IRA in an effort to increase longer-term after-tax returns.

Cash management remains vital to both risk mitigation and capital preservation. How can you increase your expected return via cash-like holdings?

We understand the transition when facing divorce, and will support your well-being, financial and otherwise. Some topics you should consider include the following.

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.

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.

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 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.

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.

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!

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.

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.

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.

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?”