SJS Investment Services Founder & CEO Scott Savage sat down with the Family Wealth Alliance to discuss insights from his book, "Your Business Exit: Monetizing Your Life’s Work."

26 years later and having tasted every flavor of humble pie, I offer a number of experienced-based ways to reduce the risk of making the next big mistake.

We provide this resource to help you determine ways to save and invest more in tax-efficient ways.

If you don’t know whether you want to sell your business or how you would go about selling your business, we recommend starting with the following steps.

For three graduating high school Seniors who shadowed us recently, we asked each student to write a 2-3 paragraph summary of what they learned during the week.

Smart investors do their homework, find people they can trust and use strategies that work for them. Here are three things investors must know about themselves.

You have probably heard the saying, “Stocks are riskier than bonds.” While the logic makes sense, are stocks actually riskier than bonds?

At SJS, we know a team is only as good as how well its members work together – for you, and for each other. We strive to do both of these things really well.

President Biden’s administration recently released details of a proposed tax plan. To help you determine how the proposed tax plan may impact your finances, we provide these resources.

While history has shown that US stock markets have handily outperformed international developed markets in nine of the last eleven calendar years, we may be due for a sea change.

We believe economic inflation is a real risk - the other edge of the sword in contrast to the risk of stock-market volatility that is so often referenced in investment-risk discussions.

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?