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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Charitable Giving Philanthropy as a Strategic Financial Planning Tool

Philanthropy as a Financial Planning Tool

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October 29, 2026

Integrate charitable giving into tax, estate, and legacy planning for a more unified financial plan. Learn how donor-advised funds can add efficiency.

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Quarterly Market Commentary Q2 2026

JFS Wealth Advisors Market and Economic Commentary, July–September 2026

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October 14, 2026

Summer doldrums arrived for global financial markets in the third quarter as the combined pressures of rising interest rates, ongoing Mideast conflict, and persistent inflation worked to slow robust gains from earlier in the year.

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Recent News: What’s Happening at JFS – Q3 2026

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October 12, 2026

At JFS Wealth Advisors, our people are our greatest asset. We’re proud to recognize recent team promotions, welcome new hires, and celebrate employee anniversaries that reflect the depth, experience, and dedication of our growing team.

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Robert Jazwinski - Evaluation of Planning - Aligned Money Show

Robert Jazwinski Talks on The Aligned Money Show

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October 7, 2026

Robert C. Jazwinski, CPA/PFS, CFP®, joined George Grombacher on the Aligned Money Show to talk about how the profession got here.

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Fall Financial Planning Opp for HNW Alumni

Fall Planning Opportunities for High-Net-Worth Alumni

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September 23, 2026

As the academic year begins, fall offers a natural moment to take stock of your financial picture before year-end deadlines.

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Gifting Strategies That Preserve Family Harmony

Gifting Strategies That Preserve Family Harmony

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September 22, 2026

Thoughtful multigenerational gifting strategies should support heirs while maintaining alignment with core family values.

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