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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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Recent News: What’s Happening at JFS – Q3 2025

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October 20, 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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Shutdown, Rate Cuts, and Market Momentum: A Quarterly Update

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October 13, 2025

Despite a government shutdown and policy uncertainty, markets posted strong results in Q3 2025, with U.S. and international equities climbing and bonds benefiting from the Fed’s first rate cut in nine months. This update examines how shifting policies, global diversification, and economic signals are shaping opportunities for investors heading into year-end.

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Sarah Amey named a Top Female Advisor by InvestmentNews

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October 7, 2025

JFS Wealth Advisors proudly announces that Sarah J. Amey, CFP®, CIMA®, CPWA®, Regional Director, Partner, and Wealth Advisor, has been recognized in InvestmentNews’ inaugural $100M Club: Top Female Advisors 2025. Sarah’s leadership, client dedication, and expertise highlight her role as a trailblazer in wealth management.

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Staying “Cyber-Safe”

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October 3, 2025

In today’s digital world, online threats are everywhere. From phishing scams to data breaches, protecting your personal information takes vigilance. By practicing simple habits—like using strong passwords, enabling two-factor authentication, and monitoring accounts—you can significantly reduce your risk. Learn practical cyber-safety tips to keep your data secure.

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Making the Rules Work for You: Tax Planning and Compliance for the Complex Estate

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September 23, 2025

High-net-worth families often face complex tax and compliance challenges that can erode wealth over time. With strategies like trusts, gifting, risk management, and philanthropy, proactive planning can minimize tax exposure, safeguard assets, and ensure your legacy is carried forward as intended.

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Catch Up Contributions 2025: Remodeling Your Retirement Savings

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September 10, 2025

Many Americans over 50 worry they won’t have enough saved for retirement—but catch-up contributions in 2025 offer a powerful way to strengthen your savings plan. From IRAs to 401(k)s, these extra contributions can remodel your retirement and help you feel more prepared for the future.

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