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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
Andrew Schaetzke, CFP®
August 26, 2021
Financial Planning

What Accounts Should You Consider If You Want To Save More?

Andrew Schaetzke, CFP®
August 26, 2021
Financial Planning
What Accounts Should You Consider If You Want To Save More?

To help you figure out what accounts to use if you want to save more, we provide this resource.

Tagged: Suggested Reading, Individuals & Families, Andrew Schaetzke, Business Owners, Financial Preparation

Scott Savage
August 16, 2021
Financial Planning

Generating Cash Without Selling Your Business Or Investments

Scott Savage
August 16, 2021
Financial Planning
Generating Cash Without Selling Your Business Or Investments

I offer two cash-generating ideas in lieu of selling your business or investments that have gone way up in value.

Tagged: Suggested Reading, Business Owners, Scott Savage, Individuals & Families, Selling Your Business, Cash

Bobby Adusumilli
August 12, 2021
Financial Planning, Introduction to Investing

Four Investment Accounts Young Investors Should Know About

Bobby Adusumilli
August 12, 2021
Financial Planning, Introduction to Investing
Four Investment Accounts Young Investors Should Know About

Knowing which investment accounts to store your money can be challenging. We detail four investment accounts that can aid you in growing your wealth over time.

Tagged: Suggested Reading, Individuals & Families, Young Professionals, Saving, Jake Matthews, Bobby Adusumilli

Scott Savage
August 5, 2021
Financial Planning

Emotions Of Selling A Business

Scott Savage
August 5, 2021
Financial Planning
Emotions Of Selling A Business

In our work with business owners, we ask them, “What does your life look like after you sell your business?” Many times, we get a blank look.

Tagged: Suggested Reading, Business Owners, Long-Term Financial Planning, Selling Your Business, Scott Savage, Emotions

Andrew Schaetzke, CFP®
July 30, 2021
Financial Planning

What Should You Consider If You Suddenly Receive Wealth?

Andrew Schaetzke, CFP®
July 30, 2021
Financial Planning
What Should You Consider If You Suddenly Receive Wealth?

To identify some considerations that may arise if you suddenly receive a large amount of wealth, we offer this guide.

Tagged: Suggested Reading, Individuals & Families, Andrew Schaetzke, Business Owners, Financial Preparation

Scott Savage
July 27, 2021
SJS News

SJS Investment Services Recognized In Financial Advisor Magazine’s 2021 Registered Investment Advisor Ranking

Scott Savage
July 27, 2021
SJS News
SJS Investment Services Recognized In Financial Advisor Magazine’s 2021 Registered Investment Advisor Ranking

SJS has been recognized in Financial Advisor Magazine’s 2021 Registered Investment Advisor (RIA) Ranking, an annual ranking of independent investment advisory firms within the United States.

Tagged: Rankings, You Come First, Scott Savage, Financial Advisor Magazine

Jennifer Smiljanich, CFP®
July 22, 2021
Financial Planning

Transition From Work Income To Retirement Income

Jennifer Smiljanich, CFP®
July 22, 2021
Financial Planning
Transition From Work Income To Retirement Income

When we spend as much as thirty or more years of our life working and saving for retirement, the idea of “undoing” our life’s work might seem a little unsettling.

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

Thomas Kelly, CFA
July 14, 2021
Investing

The Topic That Keeps Rising To The Top: Inflation

Thomas Kelly, CFA
July 14, 2021
Investing
The Topic That Keeps Rising To The Top: Inflation

Before worrying too much about runaway prices and the inability to pay the rising costs, we believe it’s important to look at a few underlying factors.

Tagged: Suggested Reading, Individuals & Families, Institutions, Inflation, MarketPlus Investing, Tom Kelly

Scott Savage
July 9, 2021
Community Involvement

Paying It Forward

Scott Savage
July 9, 2021
Community Involvement
Paying It Forward

Inspired by many clients throughout the years, SJS Team Members are encouraged to “pay it forward“ with their time, talents, and resources to advance the missions of worthy non-profit organizations.

Tagged: Suggested Reading, Individuals & Families, Business Owners, Scott Savage, Metroparks, Community Involvement

Scott Savage
July 2, 2021
SJS Outlook

SJS Outlook: Q2 2021

Scott Savage
July 2, 2021
SJS Outlook
SJS Outlook: Q2 2021

SJS Q2 2021 Outlook on inflation, transitioning from work income to retirement income, the MySJS app, new SJS Manager of Human Resources Tiffany Wilson, and a new member of the Schaetzke family.

Tagged: Suggested Reading, Individuals & Families, MarketPlus Investing, Market Outlook, Financial Education, Institutions

Bobby Adusumilli
June 24, 2021
Investing, Introduction to Investing

Why Do Investors Underperform?

Bobby Adusumilli
June 24, 2021
Investing, Introduction to Investing
Why Do Investors Underperform?

We want to emphasize six aspects of investor psychology - also known as cognitive biases - that tend to hurt investor performance, and what investors can do to address these biases.

Tagged: Suggested Reading, Individuals & Families, Bobby Adusumilli, Business Owners, Investor Psychology

Andrew Schaetzke, CFP®
June 17, 2021
Financial Planning

What Should You Consider When Reviewing Your Investments?

Andrew Schaetzke, CFP®
June 17, 2021
Financial Planning
What Should You Consider When Reviewing Your Investments?

To help you figure out what to consider when reviewing your investment plan, we provide this resource.

Tagged: Suggested Reading, Individuals & Families, Andrew Schaetzke, Business Owners, Financial Review, Financial Preparation

Scott Savage
June 9, 2021
Financial Planning

Scott Savage Discusses His Book, "Your Business Exit: Monetizing Your Life’s Work"

Scott Savage
June 9, 2021
Financial Planning
Scott Savage Discusses His Book, "Your Business Exit: Monetizing Your Life’s Work"

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."

Tagged: Suggested Reading, Scott Savage, Business Owners, Multi-Family Advisory Services, Selling Your Business

Scott Savage
June 3, 2021
Financial Planning

Growing A Business Is A Series Of Mistakes

Scott Savage
June 3, 2021
Financial Planning
Growing A Business Is A Series Of Mistakes

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.

Tagged: Suggested Reading, Individuals & Families, Business Owners, Scott Savage, Growing Your Business, Mistakes

Andrew Schaetzke, CFP®
May 27, 2021
Financial Planning

How To Save More Money

Andrew Schaetzke, CFP®
May 27, 2021
Financial Planning
How To Save More Money

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

Tagged: Suggested Reading, Individuals & Families, Andrew Schaetzke, Business Owners, Taxes

Scott Savage
May 21, 2021
Financial Planning

When To Sell Your Business

Scott Savage
May 21, 2021
Financial Planning
When To Sell Your Business

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.

Tagged: Suggested Reading, Individuals & Families, Business Owners, Long-Term Financial Planning, Selling Your Business, Scott Savage

Scott Savage
May 18, 2021
Community Involvement

Three Graduating High School Students Shadow SJS Investment Services

Scott Savage
May 18, 2021
Community Involvement
Three Graduating High School Students Shadow SJS Investment Services

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.

Tagged: Suggested Reading, Individuals & Families, Shadowing, Financial Education, Max Bruss, Theodore Gothier, Nicolas Conway, Community Involvement

Kevin Kelly, CFA
May 14, 2021
Investing

What You Need to Know Before You Invest Your Money

Kevin Kelly, CFA
May 14, 2021
Investing
What You Need to Know Before You Invest Your Money

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.

Tagged: Suggested Reading, Individuals & Families, Kevin Kelly, Fiduciary, Managing Your Risk, Value of Advisor

Bobby Adusumilli
May 7, 2021
Investing, Introduction to Investing

Are Stocks Riskier Than Bonds?

Bobby Adusumilli
May 7, 2021
Investing, Introduction to Investing
Are Stocks Riskier Than Bonds?

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

Tagged: Suggested Reading, Individuals & Families, Institutions, Managing Your Risk, Bobby Adusumilli, Stock Market Performance, Bonds

Scott Savage
April 29, 2021
Client Service

Better Together

Scott Savage
April 29, 2021
Client Service
Better Together

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.

Tagged: Suggested Reading, Individuals & Families, Scott Savage, Teamwork, Glass City Marathon

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