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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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Doing Good and Saving on Taxes: Charitable Tips for Year-End 2024

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December 4, 2024

The end-of-year holidays are rolling around, and things are about to get busy. But there’s still time to have a positive impact on the philanthropic causes you care most about—and get a break on your taxes that could come in handy, next April. Let’s take a look at some actionable charitable gifting ideas for the remaining weeks of 2024.

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Your Marriage and Your Money: Financial Implications for Couples

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November 15, 2024

It’s a proverb that, while uncomfortable to think about, also contains a lot of truth: “There’s no romance without finance.” As much as we might not want to admit it, the topic of money—whether spoken or unspoken—takes up a lot of room in the mind of anyone in a serious relationship.

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Recent News: What’s Happening at JFS – Q3 2024

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October 29, 2024

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.

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Members Only: Pros and Cons of Owning Privately-Held Company Stock

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October 23, 2024

Elon Musk, the Cargill-MacMillan family, the Koch brothers, Andrew Cherng… These are just a few of the owners of some of the world’s largest privately-held corporations. In recent years, the five largest privately-held companies in the world had combined annual revenues of close to a trillion dollars.

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JFS Wealth Advisors: Disclosure Updates

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October 15, 2024

As we welcome a new quarter and season, we're sharing our updated Client Relationship Services and ADV Disclosures. Since the last annual update of JFS Wealth Advisors’ brochure, dated March 29, 2024, the following material changes have occurred:

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Corporate Transparency Act: What Business Owners Need to Know

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October 10, 2024

Beginning in 2024, many small businesses are required to report information about their beneficial owners to the Financial Crimes Enforcement Network (FinCEN) in an effort to create a national database for use by national security and law enforcement agencies to prevent the use of shell companies for criminal activity.

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