We’re proud to share that Scott J. Savage, Founder and CEO of SJS Investment Services, has once again been recognized by Forbes in the Forbes / SHOOK Research Best-In-State Wealth Advisors List for 2026. [1]

In recent years, the rise of index funds has reshaped how many investors think about managing money. Low costs, diversification, and simplicity are real advantages – and within investment portfolios, they’ve proven effective over time. But in our experience, the idea of “set it and forget it” doesn’t typically translate well beyond investments.

SJS Investment Services creates a weekly market update to summarize performance characteristics for major stock and bond indices.

At SJS, we work with you to understand the complex topic of taxes. Tax-efficient investing involves aiming to reduce and defer taxes through optimized investment management.

Most people spend decades preparing for retirement. They save consistently, invest diligently, and build an investment portfolio designed to grow over time to replace their paycheck one day.

Recent market volatility has understandably raised emotions and concerns over the last week. When headlines are alarming and markets move sharply up or down, it is natural for you to wonder about their investments.

Retirement has long been treated like a finish line, but the truth is much different than that. It is a multi‑decade journey of living with purpose and meaning. The mosaic of your retirement may be composed of a mix of time spent with family and friends, travel, volunteering, and an active lifestyle.

This winter, we had the pleasure of hosting two students from Northview High School through our six-week financial literacy student shadow program in our Sylvania, Ohio office.