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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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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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JFS Wealth Advisors Named a Finalist in the ThinkAdvisor Luminaries 2024 Industry Awards

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October 10, 2024

JFS Wealth Advisors is delighted to announce that they are named amongst only three Finalists in the Industry Disruption category for Firms in the 2024 ThinkAdvisor Luminaries industry award during a year of record-breaking nominations.

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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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