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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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Understanding Donor Advised Funds (DAFs): A Guide for Alumni

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April 23, 2024

As we continue to explore impactful ways to support Westminster College and other charitable causes, it's essential to understand the versatility and benefits of Donor Advised Funds (DAFs). Whether you're a seasoned philanthropist or just beginning your journey in charitable giving, DAFs offer a flexible and efficient way to manage your donations while maximizing their impact.

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Planning for the Cost of Long-Term Care

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April 18, 2024

When building a financial plan for retirement, most people understand that they need to anticipate higher healthcare costs, simply because as we age, we require more in the way of preventive care and treatment. But what many fail to take into account is the likelihood of the need for long-term care: non-medical assistance required to maintain quality of life.

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Recent News: What’s Happening at JFS – Q1 2024

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April 17, 2024

Team News Our team is undeniably our most invaluable asset. At the heart of our organization, they are the driving force behind our success, and

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Market Comments Q3 2023: A Tale of Two Economies

Market Comments – Q1 2024

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April 9, 2024

The first quarter of 2024 saw continued strength in global stock markets. Broad U.S. stocks as measured by the Russell 3000 index gained 10%, the S&P 500 climbed 10.2%, and small US companies as measured by the Russell 2000 gained 4.8%.

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Planning After Loss: A Guide for Widows

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April 3, 2024

Losing a spouse is like losing half of who you are. This tragic event comes with not only adjusting to a life without your loved one but also navigating the unfamiliar territory of finances. This can be especially true for women who have been accustomed to leaving financial matters to their husbands.

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Robert Jazwinski discusses Pennsylvania’s Keystone Saves Program in article for PICPA

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March 18, 2024

Discover Robert Jazwinski's insights on PA's Keystone Saves Program, addressing retirement challenges for 2 million without employer plans.

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