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 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.
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.
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.
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.
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.
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?
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.
SJS Q4 2021 Outlook including our reflections on 2021 and what we are excited about for 2022, how your finances may change in 2022, important dates and events in Q1 2022, and Tom Kelly’s healthy newborn child Oliver Kelly.
We detail changes to official federal legislation, proposed legislation, and other financial planning considerations that may impact you and your family in 2022.
We asked four SJS Team members across the country to look back on 2021 to describe what they will remember, and to talk about what they are excited about for 2022.
In my experience, a successful business exit requires honesty, especially with the person in the mirror. Acknowledging your dependence on the success of the business is worthy of contemplation and soul-searching.