The SJS Annual Report provides updates on the SJS Team, MarketPlus Investing®, SJS purpose, mission, & values, multi-family office services, and SJS community involvement.

We are thrilled to welcome our new Marketing Director, Rae Navarre, to the SJS team! Rae brings extensive experience in branding and strategic marketing to the firm.

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.

Given recent price drops in US stocks, we wanted to offer our perspective on why maintaining discipline to target allocations may be one of the most important things we can do as investors.

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.

SJS began sponsoring an Assistance Dog at The Ability Center in Sylvania, Ohio. Assistance Dogs help individuals with disabilities achieve greater independence.

Stepping into 2025, SJS is filled with gratitude and excitement as we celebrate our 30th year serving you, our valued clients.

This Outlook includes a letter from Scott J. Savage on gratitude and excitement, what the yield curve means for you, planning financially for the new year, SJS puppy, and looking forward to Q1 2025.

SJS Investment Services has been recognized in CNBC’s 2024 FA 100 list, an annual ranking of registered investment advisory (RIA) firms within the USA.

SJS Investment Services has been recognized in the Forbes / SHOOK 2024 list of America’s Top RIA (Registered Investor Advisor) Firms.

We are proud to share our new office location in the historic River House building at 115 West Front Street, Perrysburg, OH 43551!

Every four years, we get the same question (whether you have asked it, or you are thinking it) – how will the election affect my portfolio?

As we approach the end of the year, we want to highlight some important financial items to review before the new year.

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.