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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
Scott Savage
June 7, 2022
Financial Planning

Phantom Stock Plans

Scott Savage
June 7, 2022
Financial Planning
Phantom Stock Plans

Business owners are looking for compelling ways to attract and retain talent. One approach to achieve this goal is through implementing a phantom stock plan.

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

SJS Investment Services
May 27, 2022
SJS News

SJS Investment Services Welcomes Austin Grizzell!

SJS Investment Services
May 27, 2022
SJS News
SJS Investment Services Welcomes Austin Grizzell!

We would like to welcome Austin Grizzell to the SJS Team in Scottsdale, Arizona! Austin serves as Associate Advisor.

Tagged: SJS Team, Austin Grizzell

Scott Savage
May 16, 2022
Community Involvement

Two Graduating High School Students Shadow SJS Investment Services

Scott Savage
May 16, 2022
Community Involvement
Two Graduating High School Students Shadow SJS Investment Services

For two 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, Community Involvement, Jacob Kelly, Michael Leslie

Bobby Adusumilli
May 11, 2022
Introduction to Investing, Investing

What Makes A Great Investor?

Bobby Adusumilli
May 11, 2022
Introduction to Investing, Investing
What Makes A Great Investor?

In my opinion, investing is arguably the most competitive field in the world. So what differentiates a great investor from the rest?

Tagged: Suggested Reading, Individuals & Families, Business Owners, Long-Term Investing

Scott Savage
May 4, 2022
Investing, Introduction to Investing

Bitcoin & Cryptocurrencies: Do They Have A Place In Your Portfolio?

Scott Savage
May 4, 2022
Investing, Introduction to Investing
Bitcoin & Cryptocurrencies: Do They Have A Place In Your Portfolio?

To help you better understand cryptocurrencies, we provide a short history, potential benefits, concerns, and how your portfolio can potentially benefit from cryptocurrencies.

Tagged: Suggested Reading, Individuals & Families, Business Owners, Bitcoin, Cryptocurrencies

Scott Savage
April 22, 2022
Investing

Structured Notes - Caveat Emptor! Buyer Beware!

Scott Savage
April 22, 2022
Investing
Structured Notes - Caveat Emptor! Buyer Beware!

We summarize structured notes as well as detail concerns we believe investors should understand before investing one penny.

Tagged: Suggested Reading, Individuals & Families, Business Owners, Structured Notes, Scott Savage

Scott Savage
April 14, 2022
SJS News

Scott Savage Recognized In The Forbes 2022 Ranking Of Best-In-State Wealth Advisors

Scott Savage
April 14, 2022
SJS News
Scott Savage Recognized In The Forbes 2022 Ranking Of Best-In-State Wealth Advisors

SJS Investment Services Founder & CEO Scott Savage has been recognized in the Forbes 2022 ranking of Best-In-State Wealth Advisors in Ohio, as part of a ranking of wealth advisors within the United States.

Tagged: Rankings, Scott Savage, Forbes, You Come First, Thank You

Scott Savage
April 12, 2022
SJS News

MarketPlus Investing

Scott Savage
April 12, 2022
SJS News
MarketPlus Investing

Video on our MarketPlus Investing philosophy.

Tagged: Suggested Reading, Individuals & Families, SJS History, Business Owners, MarketPlus Investing, Tom Kelly, Scott Savage, Kevin Kelly, Gary Geiger, Kirk Ludwig, Bobby Adusumilli, Andrew Schaetzke

Scott Savage
April 5, 2022
SJS Outlook

SJS Outlook: Q1 2022

Scott Savage
April 5, 2022
SJS Outlook
SJS Outlook: Q1 2022

SJS Q1 2022 Outlook including our insights on market corrections and market highs, the rise in interest rates, “The Fastest Company In The World”, and looking forward to Q2 2022.

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

Thomas Kelly, CFA
April 5, 2022
Investing

Market Corrections & Market Highs

Thomas Kelly, CFA
April 5, 2022
Investing
Market Corrections & Market Highs

We believe that trying to time when to get in and out, or what to buy and sell, represents little more than gambling.

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

Kirk Ludwig, CFIP, AIF®
April 4, 2022
Investing

The Fed Poked The Bear

Kirk Ludwig, CFIP, AIF®
April 4, 2022
Investing
The Fed Poked The Bear

Rising interest rates are not always a bad thing. As interest rates move higher, the drop in value can be concerning, but in the longer-term, higher rates mean higher expected returns for investors, as bonds begin to produce more income.

Tagged: Suggested Reading, Kirk Ludwig, Individuals & Families, Interest Rates, Long-Term Investing

Scott Savage
March 30, 2022
Financial Planning

Buy-Sell Agreements for Business Owners: Why You Should Have One

Scott Savage
March 30, 2022
Financial Planning
Buy-Sell Agreements for Business Owners: Why You Should Have One

This article explores how a buy-sell agreement works, why we strongly recommend one for our business owner clients who share company ownership, and how we can help with implementation.

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

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

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