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.

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.

Most of us know that changing jobs means making a few adjustments: a new HR department, a different office culture, different responsibilities, and others. But another important difference is the new employer’s 401(k) plan—or other type of available employer sponsored retirement plan.

Financial markets advanced again in the second quarter. Broad US stocks as measured by the Russell 3000 index gained 3.2% and the S&P 500 climbed 3.9%.

Most people think the contents of their computer, cell phone, and other digital devices are not that important, especially after their death. However, that is a potentially dangerous assumption in this day in age. What are some digital assets with value that should be considered?

JFS Wealth Advisors is thrilled to announce that they are named amongst only seven Finalists in the Individual RIA Client Initiative category in the 2024 Industry Award known as the “Wealthies”.

JFS Wealth Advisors is thrilled to announce that Wealth Advisor Constance C. Amstutz, CFP®, has been recognized as the GFWC Ohio Warren Junior Women’s League Club’s Woman of the Year 2024.

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