While the returns on your investments are important, so is the safety of your personal information and assets.
To help you financially plan for 2025, we provide this resource with important numbers for the year.
The yield curve isn’t just an academic concept; it impacts real-life decisions.
As we begin the new year, we have some ideas for concrete actions to start your new year on the right foot, financially.
It’s no secret that the pace of innovation these days is supersonic. We all see the online videos of near-daily rocket launches and miraculous landings. We witness artificial intelligence (AI) advancements that astound us and, if we’re honest, may make us a little uncomfortable. Everywhere we look, new technology is invading our lives. And everyone seems to be asking the same question: how do we discern a good “innovation” from a not-so-good one?
We’re proud to share that Scott J. Savage, Founder and CEO of SJS Investment Services, has once again been recognized by the Forbes / SHOOK 2025 Best-In-State Wealth Advisors ranking.
At SJS Investment Services, we’re always looking for fresh perspectives on wealth and how it impacts families, communities, and future generations. On March 11, we attended an event at the Toledo Museum of Art’s Glass Pavilion, Next Generation Philanthropy: Purpose, Not Privilege, featuring a conversation between Kristen Keffeler, author of The Myth of the Silver Spoon and Aly Sterling Philanthropy.
