JFS Wealth Advisors
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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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JFS Wealth Advisors named Best Place to Work 2025 by Pittsburgh Business Times 

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August 28, 2025

JFS Wealth Advisors is honored to be named to the Pittsburgh Business Times’ Best Places to Work 2025 list for the fourth year in a row, celebrating the firm’s strong culture, teamwork, and dedication to employee development.

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How’s Your Company Retirement Plan Doing? Why You Need to Know

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August 21, 2025

Lawsuits against company retirement plans are on the rise. Benchmarking fees, investment performance, and plan features helps protect your business and ensures employees get the retirement benefits they deserve.

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Keeping the Money Together: Preparing the Next Generation for Inheritance

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August 14, 2025

Passing down wealth takes more than legal documents—it requires passing down values. With the right preparation, families can equip the next generation to manage money wisely and carry forward a legacy of stewardship and giving.

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Ashley Cline Featured in Forbes

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August 1, 2025

Ashley Cline, CFP®, Associate Wealth Advisor at JFS Wealth Advisors discussed the different factors involved in deferred compensation plans for business executives in this interview with Forbes.

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Is Gold Really the Standard?

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July 25, 2025

Owning gold can be a valuable part of a financial strategy. But the operative word is “part”; gold is usually best understood as one component among several for investors who want to hedge their portfolios against inflation and market volatility.

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Recent News: What’s Happening at JFS – Q2 2025

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July 10, 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.

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