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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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Market Comments – Q3 2024

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October 8, 2024

As we write this commentary, hostilities across multiple fronts in the Middle East continue to increase following Iran’s second major missile attack on Israel, and oil prices have jumped, reminding us that risk and volatility are an ever-present unknown in the investing landscape.

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Transferring Trust: Working with Your Parents’ Financial Advisor

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September 20, 2024

One of the most memorable lines from the 2002 movie Spider-Man came from Spidey’s Uncle Ben: “With great power comes great responsibility.” It’s a truism that has achieved meme status, but we shouldn’t overlook the authenticity of the sentiment. In fact, thousands of years ago, another wise person voiced the same idea in different words: “To whom much has been given, much shall be expected.”

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Pride of Ownership: Is an ESOP the Right Tool for Your Business?

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September 11, 2024

What do companies like Publix Supermarkets, Amsted Industries, and Burns & McDonnell Engineering all have in common? In addition to their success, all these companies, each with 10,000 or more employees, are majority-owned by the people who work there. In fact, the largest 100 employee-owned companies in America employ, in the aggregate, some 685,000 individuals, each of whom is a partial owner of the enterprise.

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Serving as an Executor: What You Need to Know

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September 4, 2024

It’s not at all uncommon that, at some point, a friend or relative will ask you to serve as the executor of their estate. You

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JFS Named Best Place to Work 2024 by Pittsburgh Business Times

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August 22, 2024

JFS Wealth Advisors is excited to announce that it has again been named on the Pittsburgh Business Times Best Places to Work ranking for 2024. This is the third consecutive year the firm has achieved this accolade in western Pennsylvania.

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JFS named a Top 2024 RIA Firm in Financial Advisor Magazine

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August 19, 2024

JFS Wealth Advisors is delighted to announce that it has again been named a Top Registered Investment Advisor (RIA) by Financial Advisor magazine’s annual RIA Survey and Ranking. In 2024, JFS moved into the top 150 firms.

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