This Outlook includes our discussion of election time, financial to-dos before the end of the year, new SJS Perrysburg office, SJS Team updates, and looking forward to Q4 2024.

We would like to welcome Ryan Stoller to the SJS Team! Ryan serves SJS and our clients as an Associate Advisor.

We asked SJS interns Elizabeth Molique and Isabelle Szenderski to write a summary of what they did throughout the summer.

SJS Investment Services has been recognized in Financial Advisor Magazine’s 2024 Registered Investment Advisor (RIA) Ranking, an annual ranking of independent investment advisory firms within the United States.

As I approach my 40th anniversary as a financial advisor, I can't help but look back on the road I've traveled.

While people commonly hold their cash within checking and savings accounts, we want to highlight three short-term, interest-bearing investments that can be held within your investment account.

This Outlook includes Founder & CEO Scott J. Savage’s gratitude for your 40 years of trust, how you can earn more interest on your cash, welcoming new SJS Team members, and looking forward to Q3 2024.

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

We would like to welcome Robert Schaefer to the SJS Team! As an Advisor, Robby works with both individual and institutional clients.

SJS Investment Services Founder & CEO Scott J. Savage has been recognized in the Forbes / SHOOK 2024 Best-In-State Wealth Advisors in Ohio ranking, as part of a ranking of wealth advisors within the United States.

One of The Ability Center’s services is the Assistance Dog training program, which helps individuals with disabilities achieve greater independence.

When working with investment managers, we want them to share that same client-first philosophy and sit on the same side of the table with us.

We want to emphasize some best practices that can help us work together to ensure your information and assets remain safe.

The Outlook includes our evolving MarketPlus® Investing philosophy by standing on the shoulders of giants, and ways to help protect your personal information and financial assets. We also highlight The Ability Center and look forward to Q2 2024.

SRDAX is a shining example of the value alternatives can bring to traditional stock and bond strategies.

As we begin the new year, we have some ideas for concrete actions to start your new year on the right foot, financially.

Isn’t this picture magical? It's Main Street in Sylvania, Ohio, the small town where I founded SJS over 28 years ago!

The SJS Q4 2023 Outlook includes our insights on small town values, MarketPlus® Investing, and planning financially for the new year. We also highlight new SJS Team members and look forward to Q1 2024.

We would like to welcome Jeff Lewis to the SJS Team! Jeff is an Associate Advisor, working alongside Senior Advisors to serve our clients.

Most recently part of the SJS Team from 2018 to 2021, we are thrilled to say that Molly LaClair has decided to re-join the SJS Team as an Associate Advisor!