JFS Wealth Advisors
TALK TO AN ADVISOR
JFS Wealth Advisors
TALK TO AN ADVISOR

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.

Read More

Keeping Your Employees’ Interests Foremost: Fiduciary Duty and Your Employer-Sponsored Plan

•
May 23, 2025

It is a well-known fact that employers who sponsor qualified retirement plans for their employees, such as 401(k)s (403(b)s for nonprofits), must act as fiduciaries on behalf of those participating in the plan. In simplest terms, acting as a fiduciary means placing the needs and interests of the plan’s participants and beneficiaries ahead of other considerations.

Read More

Understanding the 529 Education Savings Program: A Smart Way to Secure Your Child or Grandchild’s Future

•
May 22, 2025

As parents and grandparents, we all want to provide the best opportunities for our children and grandchildren. Education is one of the greatest gifts we can give, but rising tuition costs can make the prospect of saving for education seem daunting.

Read More

Divorce and Tax Implications: Understanding the Territory

•
April 29, 2025

Divorce can be a complex and emotionally taxing process, but understanding the financial implications is crucial, also.  Many of the decisions made will impact long-term financial planning and still others have more immediate consequences that can affect income taxes.

Read More

An Offer They Can’t Refuse: Maximizing Participation in Your Company-Sponsored Retirement Plan

•
April 17, 2025

Simply put, one of the best ways to attract and keep the talent you need to remain competitive is to offer a well-designed, company-sponsored retirement savings plan that makes it easy for your team members to build their financial security.

Read More

Recent News: What’s Happening at JFS – Q1 2025

•
April 16, 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.

Read More

Tariffs, International Trade and the Economy – Market Comments Q1 2025

•
April 10, 2025

Global financial markets in the first quarter of 2025 continued to be strongly impacted by the new US presidential administration.

Read More

Schedule a Call With Us Today

Schedule a Call

Get Our Insights in Your Inbox

Subscribe
Find an experienced wealth management team near you:

SCHEDULE A MEETING

15 Minute Discovery Call

CALL US TOLL FREE

877-745-1700

EMAIL US

info@jfswa.com

Services for Individuals


Services for Institutions

About JFS

Resources

Copyright © 2025 JFS Wealth Advisors. All Rights Reserved.

Subscribe to Receive Our Regular Updates

Subscribe to Be Invited to Our Upcoming Webinars