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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
Bobby Adusumilli
March 25, 2022
Financial Planning

What Should You Do About Student Loans?

Bobby Adusumilli
March 25, 2022
Financial Planning
What Should You Do About Student Loans?

By understanding and preparing for the benefits as well as costs of higher education options, you can make better higher education decisions for your family for both now and the future.

Tagged: Suggested Reading, Individuals & Families, Bobby Adusumilli, Student Loans, Financial Preparation

Guest User
March 18, 2022
Financial Planning

What Should You Consider When Starting A Business?

Guest User
March 18, 2022
Financial Planning
What Should You Consider When Starting A Business?

To help you figure out what you need to do in order to start your business, we provide this resource.

Tagged: Suggested Reading, Business Owners, Entrepreneurs, Starting a Business

Bobby Adusumilli
March 8, 2022
Financial Planning

Will Social Security Run Out Of Money?

Bobby Adusumilli
March 8, 2022
Financial Planning
Will Social Security Run Out Of Money?

With an aging population and less people paying into Social Security, it is natural to wonder whether Social Security will be around for the long-term. So what can be done?

Tagged: Suggested Reading, Individuals & Families, Bobby Adusumilli, Social Security

Thomas Kelly, CFA
February 25, 2022
Investing

The Certainty of Uncertainty - Your Investments During Geopolitical Events

Thomas Kelly, CFA
February 25, 2022
Investing
The Certainty of Uncertainty - Your Investments During Geopolitical Events

On the conflict in Ukraine, how that may impact investment markets, and what you can control within your investment portfolio.

Tagged: Suggested Reading, Tom Kelly, Geopolitical Events, Long-Term Investing, Wars

Bobby Adusumilli
February 17, 2022
Investing

The Growth of Real Estate

Bobby Adusumilli
February 17, 2022
Investing
The Growth of Real Estate

As anyone who was looking to purchase or sell a home in 2021 knows, the US real estate market grew a lot in value in 2021. Will this continue?

Tagged: Suggested Reading, Bobby Adusumilli, Long-Term Investing, Real Estate, Capital Markets Expectations

Bobby Adusumilli
February 2, 2022
Investing

What's Happening With The Chinese Stock Markets?

Bobby Adusumilli
February 2, 2022
Investing
What's Happening With The Chinese Stock Markets?

China has been growing rapidly from an economic perspective. So what’s happening with the Chinese stock markets?

Tagged: Suggested Reading, Bobby Adusumilli, Emerging Markets, Long-Term Investing, Stock Market Performance

Scott Savage
January 25, 2022
SJS News

Who We Are: SJS Vision, Mission, People, & Process

Scott Savage
January 25, 2022
SJS News
Who We Are: SJS Vision, Mission, People, & Process

Video on our Vision, Mission, People, & Process.

Tagged: Suggested Reading, Individuals & Families, Scott Savage, SJS 25th Anniversary, SJS History, Community Involvement

Scott Savage
January 21, 2022
Financial Planning

Selling Your Business To Employees

Scott Savage
January 21, 2022
Financial Planning
Selling Your Business To Employees

All business exits have pros and cons. Recently, I was introduced to a business owner who had just completed selling his company to a long-time loyal employee.

Tagged: Suggested Reading, Business Owners, Scott Savage, Your Business Exit

Guest User
January 13, 2022
Financial Planning

Pension Plan Options For Small Business Owners

Guest User
January 13, 2022
Financial Planning
Pension Plan Options For Small Business Owners

To help you differentiate among the most commonly adopted pension plans by small businesses, we provide this resource.

Tagged: Suggested Reading, Business Owners, Retirement Plans, Scott Savage, Pension Plans

Scott Savage
January 5, 2022
SJS Outlook

SJS Outlook: Q4 2021

Scott Savage
January 5, 2022
SJS Outlook
SJS Outlook: Q4 2021

SJS Q4 2021 Outlook including our reflections on 2021 and what we are excited about for 2022, how your finances may change in 2022, important dates and events in Q1 2022, and Tom Kelly’s healthy newborn child Oliver Kelly.

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

Andrew Schaetzke, CFP®
January 5, 2022
Financial Planning

How Your Finances May Change In 2022

Andrew Schaetzke, CFP®
January 5, 2022
Financial Planning
How Your Finances May Change In 2022

We detail changes to official federal legislation, proposed legislation, and other financial planning considerations that may impact you and your family in 2022.

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

Scott Savage
December 30, 2021
Client Service

Looking Back On 2021, Looking Ahead To 2022

Scott Savage
December 30, 2021
Client Service
Looking Back On 2021, Looking Ahead To 2022

We asked four SJS Team members across the country to look back on 2021 to describe what they will remember, and to talk about what they are excited about for 2022.

Tagged: SJS Team, Financial Review, Financial Preparation

Scott Savage
December 21, 2021
SJS News

SJS Investment Services Welcomes Katie Floyd!

Scott Savage
December 21, 2021
SJS News
SJS Investment Services Welcomes Katie Floyd!

We would like to welcome Katie Floyd to the SJS Team in Sylvania, Ohio! Katie serves as Associate Advisor.

Tagged: SJS Team, Katie Floyd

Scott Savage
December 16, 2021
Financial Planning

What's Next? Life After Selling Your Business

Scott Savage
December 16, 2021
Financial Planning
What's Next? Life After Selling Your Business

In my experience, a successful business exit requires honesty, especially with the person in the mirror. Acknowledging your dependence on the success of the business is worthy of contemplation and soul-searching.

Tagged: Suggested Reading, Business Owners, Scott Savage, Your Business Exit

Andrew Schaetzke, CFP®
December 9, 2021
Financial Planning

Saving For Emergencies

Andrew Schaetzke, CFP®
December 9, 2021
Financial Planning
Saving For Emergencies

Emergency savings can help you weather the toughest times, providing a cushion so that you can stay committed to your financial plan for the long-term.

Tagged: Suggested Reading, Individuals & Families, Andrew Schaetzke, Financial Preparation, Bobby Adusumilli, Emergency Savings

Scott Savage
November 30, 2021
Financial Planning

The "NOT SO" Great Resignation

Scott Savage
November 30, 2021
Financial Planning
The "NOT SO" Great Resignation

Successful leaders I have been around focus on their employee experience because their employees are the folks who usually interact with their customers.

Tagged: Suggested Reading, Business Owners, Scott Savage, Great Resignation, Work Culture

Andrew Schaetzke, CFP®
November 22, 2021
Financial Planning

2022 IRS Changes - Retirement Plans and Social Security

Andrew Schaetzke, CFP®
November 22, 2021
Financial Planning
2022 IRS Changes - Retirement Plans and Social Security

To help you plan for 2022, we provide this information regarding limits, thresholds, and changes for retirement plans and Social Security.

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

Scott Savage
November 18, 2021
Financial Planning

Retirement Plan Options For Business Owners

Scott Savage
November 18, 2021
Financial Planning
Retirement Plan Options For Business Owners

To help you differentiate between the most commonly adopted retirement plans by small businesses, we provide this resource.

Tagged: Suggested Reading, Business Owners, Retirement Plans, Scott Savage

Andrew Schaetzke, CFP®
November 12, 2021
Financial Planning

6 Tax-Saving Strategies For You And Your Portfolio

Andrew Schaetzke, CFP®
November 12, 2021
Financial Planning
6 Tax-Saving Strategies For You And Your Portfolio

For taxable investors, the following strategies may help you save money on taxes without lowering your potential investment returns.

Tagged: Suggested Reading, Individuals & Families, Business Owners, Tax Planning, Andrew Schaetzke, Taxes, Bobby Adusumilli

Thomas Kelly, CFA
October 28, 2021
Financial Planning

Tax Smart Considerations Before Year-End

Thomas Kelly, CFA
October 28, 2021
Financial Planning
Tax Smart Considerations Before Year-End

In collaboration with your SJS Advisor and other trusted professionals, here are some tax smart things you can consider before year-end.

Tagged: Suggested Reading, Individuals & Families, Tax Planning, Tom Kelly

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