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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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Estate Planning When Relocating to Another State

Estate Planning When You Relocate: What Changes and What Breaks

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July 21, 2026

Because state law governs estate planning, it’s important to know the differences when you relocate to a different state. Learn what to check and what must change to keep your estate plan intact when moving.

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Recent News: What’s Happening at JFS – Q2 2026

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July 17, 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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Quarterly Market Commentary Q2 2026

Second Quarter 2026 Market and Economic Commentary

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July 13, 2026

Markets staged a strong recovery during the second quarter of 2026 as easing geopolitical tensions supported investor confidence, while inflation, energy prices, and Federal Reserve policy continued to shape the economic outlook. This quarterly commentary examines market performance, economic trends, inflation, employment, and the long-term investment themes that may influence portfolios going forward.

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Sarah Amey Named to AdvisorHub's 2026 Advisors to Watch: RIAs

Sarah Amey Named to AdvisorHub’s 2026 Advisors to Watch: RIAs

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July 13, 2026

JFS Wealth Advisors is proud to announce that Sarah J. Amey, CFP®, CIMA®, CPWA®, Regional Director, Partner, and Wealth Advisor, has been named to AdvisorHub's 2026 Advisors to Watch: RIAs list. The annual ranking identifies 250 registered investment advisory professionals who have built sophisticated, growing practices while maintaining a high standard of client service.

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JFS Wealth Advisors Announces 40th Anniversary Milestone

JFS Wealth Advisors Announces 40th Anniversary Milestone

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July 1, 2026

JFS Wealth Advisors, a wealth management firm founded by Robert C. Jazwinski, CPA/PFS, CFP® is proud to celebrate its 40th anniversary this year.

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Sarah Amey Named to 2026 InvestmentNews $100M Club: Top Female Financial Advisors in the U.S.

Sarah Amey Named to 2026 InvestmentNews $100M Club: Top Female Financial Advisors in the U.S.

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June 23, 2026

JFS Wealth Advisors is pleased to announce that Sarah J. Amey, CFP®, CIMA®, CPWA®, Regional Director, Partner, and Wealth Advisor, has been named to the 2026 InvestmentNews $100M Club: Top Female Financial Advisors in the U.S.

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