JFS Wealth Advisors
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Blog - Insights

Whether you’re seeking practical tips for everyday money management or in-depth analyses of planning opportunities & market events, we’re here to help you navigate the complex world of personal finance from building wealth, to strengthening & preserving it, to entering the golden years of retirement.

See our full archive below of articles by our wealth management team and subject-matter experts in investments and markets, family wealth, tax and retirement planning, as well as specialty areas like business exits and company retirement plans.

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The Case for Global Investing

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February 11, 2025

As the largest market in the world by far, the United States financial markets certainly have pride of place in many investors’ minds. In fact, the thought of broadening portfolio holdings to include international equities or fixed-income investments could generate reactions ranging from “Why bother?” to “Too risky.”

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Recent News: What’s Happening at JFS – Q4 2024

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February 5, 2025

Our team is undeniably our most invaluable asset. At the heart of our organization, they are the driving force behind our success, and we hold their unwavering dedication and commitment to both the firm and our clients in the highest regard.

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Social Security Fairness Act

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January 29, 2025

Public employees and retirees across several states rang in 2025 with some great news—especially our neighbors in the Buckeye State of Ohio. On January 5, President Biden signed into law the Social Security Fairness Act of 2023. The law will increase Social Security benefits for nearly 3 million current and former public employees.

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Market Comments – Q4 2024

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January 14, 2025

Fourth-quarter 2024 results were shaped by November’s U.S. presidential election. As financial markets around the globe began to incorporate the implications of a Trump “2.0” presidency, the landscape shifted.

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Small Steps, Big Impact: Financial Resolutions to Boost Your 2025

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January 14, 2025

Many of us establish New Year’s resolutions focused on general health and well-being. That’s great, but this is also a perfect time to incorporate a few financial goals for 2025! After all, financial stress and mental health are closely related.

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JFS Wealth Advisors Recognized as a 2024 Best RIAs to Work For by Financial Planning

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January 9, 2025

JFS Wealth Advisors is thrilled to announce its recognition in the top 20 Best RIAs to Work For by Financial Planning. This ranking reflects the firm’s dedication to cultivating a thriving workplace culture, developing future leaders, and fostering professional and personal growth among team members.

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