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.

Lawsuits against company retirement plans are on the rise. Benchmarking fees, investment performance, and plan features helps protect your business and ensures employees get the retirement benefits they deserve.

Passing down wealth takes more than legal documents—it requires passing down values. With the right preparation, families can equip the next generation to manage money wisely and carry forward a legacy of stewardship and giving.

Ashley Cline, CFP®, Associate Wealth Advisor at JFS Wealth Advisors discussed the different factors involved in deferred compensation plans for business executives in this interview with Forbes.

Owning gold can be a valuable part of a financial strategy. But the operative word is “part”; gold is usually best understood as one component among several for investors who want to hedge their portfolios against inflation and market volatility.

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.

For many aspects of life, deciding to do nothing can be the most dangerous decision of all. And yet, for so many individuals, the decision to take control of their finances and investments falls victim to the impulse to “just play it safe,” which often translates as either inaction or the maintenance of an unprofitable status quo.

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